Wealth & Wisdom Ep. 21 - Year-End Planning Pt. 2: Where Are You Now? скачать в хорошем качестве

Wealth & Wisdom Ep. 21 - Year-End Planning Pt. 2: Where Are You Now?

Visit us & schedule a consultation here: https://www.johnmoore.com/ -- Summary In this episode, Cole Leonida and Andy Ferguson discuss the importance of reflecting on the past year to inform future financial decisions. They emphasize the need to analyze personal finances, set goals, and consider the balance between work and life. The conversation also highlights the significance of generosity and giving, encouraging listeners to review their financial habits and align them with their values. The episode serves as a guide for listeners to prepare for the upcoming year with clarity and purpose. -- Takeaways Reflecting on the past year is crucial for future planning. Your financial statements reveal your true values. Measuring your financial health helps in making informed decisions. Setting goals provides direction and purpose. Generosity should be a key component of financial planning. Balancing life and finances is essential for overall well-being. Celebrating progress is important for motivation. Reviewing your spending habits can reveal important insights. Intentional planning leads to a more fulfilling life. Engaging your spouse in financial discussions fosters alignment. -- Chapters 00:00 Reflecting on the Past Year 07:08 Analyzing Financial Health 12:12 Balancing Life and Finances 17:04 Setting Goals for the Future 19:48 The Importance of Generosity 21:31 Disclosures -- John Moore & Associates Inc. is registered as an investment advisor with the U.S. Securities & Exchange Commission. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Additionally, the information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Nothing discussed should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Registration of an investment adviser does not imply a certain level of skill or training.