Goals Setting in 2024 with Tara Bruce

Listen to the podcast here: https://moneypig.buzzsprout.com/2136084/14199829-goal-setting-in-2024-with-tara-bruce

Reid Trego, the host of the Money Pig podcast, is joined by Tara Bruce, GIA’s Marketing guru. They discuss goal setting in the new year and emphasize the importance of setting financial goals. They recommend reflecting on the previous year’s goals and determining whether they were accomplished. Tara shares that writing down your goals increases the likelihood of achieving them by 42%. They also mention evaluating investment performance and considering adjustments if necessary. If your investment accounts are not performing in a way that meets your desired goals, you should talk to your advisor to make adjustments to your portfolio.

Setting SMART (Specific, Measurable, Achievable, Relevant, Time-based) goals is encouraged. Reed and Tara highlight that many people struggle with knowing what questions to ask or where to begin regarding financial planning. However, they assure listeners that their team at Goodwin Investment Advisory has a heart for teaching and aims to make complex concepts understandable for clients. Some common concerns include anxiety about retirement security and not wanting to be financially dependent on their children during retirement. Seeking a second opinion on one’s retirement plan is recommended as well.

Goodwin Investment Advisory is now offering a free second opinion on your retirement plan, and if you schedule this call, you will be speaking with Tara to complete a quick assessment. If you have a growing portfolio of $300,000 or more and would like a second opinion, please schedule a call here. After the call, one of our advisors will follow up with you to share action items and next best steps. If you are not ready yet, and just want to subscribe to our blog you can text BLOG to 66866 to join.

The Money PIG podcast is hosted by Reid Trego. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment, or legal advice.

Disclosure – All investment carries risk, and we cannot guarantee performance or results. Past performance does not guarantee future results. GIA does not earn any compensation from any of the non-GIA links provided in these resources. The market insights, podcast, blogs, book recommendations, self improvement thoughts, food recipes and activities are based on our perspectives and experience, and may not apply to your unique situation or be appropriate for your health and wellness. We are not aware of any conflicts of interest relating to any testimonials or endorsements. Please contact us for any questions relating to the content above, or to discuss how we can support you in your specific situation, and help you to reach your financial and personal goals.