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Episode 31 — Goal Planning for 2019
When looking back at 2018, do you feel you were properly prepared to deal the year’s challenges? Did you end up spending more than you needed to?
Today, Jim Black discusses why it’s important to set financial goals for the coming year, and what he recommends his clients do when planning for 2019.
In this episode, you’ll learn:
- What you should look at when setting new financial goals for 2019
- The impact the new tax laws can make on your plan
- How planning to do the things you’ve always put off can benefit you in the long run
- Why you should plan for the unexpected
- And more!
Tune in now and start the new year right by taking control of your financial happily ever after!
Resources: The Retirement Solution Inc.
DA-001188.1