Clarify Your Goals and Priorities - The First Pillar
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Clarify Your Goals and Priorities - The First Pillar
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About this listen
Most people think financial planning starts with numbers. In reality, it starts with clarity.
In this episode, I break down the first pillar of the Plan First Financial Path, Clarify your goals and priorities. Before any investment, tax, or retirement strategy makes sense, you have to know what your money is actually for.
I explain why vague goals lead to reactive financial decisions, how priorities create meaningful tradeoffs, and why this first pillar sets the direction for every other part of your plan. We talk about the difference between dreaming and deciding, and how clarity helps align spending, saving, investing, and risk with what matters most to you.
This episode kicks off a seven-week series exploring each pillar of the Plan First Financial Path and explains why the plan always comes first, before trying to manipulate investments to reach a goal.
Helping you to be wise with your money!
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