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Planning for The New Year & Setting Goals
Manage episode 407485149 series 3562577
Το περιεχόμενο παρέχεται από το Catherine Magaña and Savvy Women Wealth Management. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Catherine Magaña and Savvy Women Wealth Management ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Welcome to Savvy Up, your guide to financial wisdom and life strategies.
Segment 1: Year-End Reflection
· Review last year's goals:
· Celebrate successes and learn from challenges.
Segment 2: Preparing for Next Year
· College funding strategies.
· Prioritize big projects efficiently.
Segment 3: Managing Emergencies
· Building an emergency fund.
· Creating a contingency plan.
Segment 4: Prioritizing Now
· Define personal, professional, and community goals.
Segment 5: What Winning Looks Like
· Set measurable goals for success.
Segment 6: Financial Planning
· Charitable giving and impact.
· Considerations for the next year: tax loss harvesting, RMDs.
Subscribe for more insights on life and finances.
Wishing you a prosperous year ahead!
https://savvyup.com | 760.692.5700
Savvy Women Wealth Management is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly.
As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
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