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Planning for The New Year & Setting Goals
Manage episode 407485149 series 3562577
Catherine Magaña and Savvy Women Wealth Management에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Catherine Magaña and Savvy Women Wealth Management 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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.
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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.
17 에피소드
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