221. How to Prioritize Financial Goals
On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy discuss how to prioritize financial goals. They encourage people to set SMART goals, explain leading and lagging indicators, and how to focus on daily priorities.Related Podcast Episodes:- Ep 200: Setting and Achieving Financial Goals in the New Year- Ep 185: Opportunity Funds - Where Dreams Become RealityRelated YouTube Videos:- What is flat fee financial planning? Other Links:- 4 Disciplines of Execution by Sean CoveyLearn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary…
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