Historical Hindsight and Setting Strategic Goals

The Perfect RIA

Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski 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.

17d ago 6:28

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In this weekly recap, Amber Kuhn highlights financial history and strategic goal achievement. On Monday, Mark Higgins, author of "Investing in US Financial History," joined Matt to offer a profound perspective on understanding market dynamics through historical context. Mark emphasizes that true financial wisdom comes from understanding historical patterns without falling into the trap of believing "this time it's different."

On Thursday, Jamie brought an equally transformative message about goal setting that goes far beyond typical motivational rhetoric. Her core philosophy cuts to the heart of personal and professional development: a goal without a plan is merely a wish. She challenges setting goals that are genuinely intimidating – ones that make you uncomfortable and push you beyond your comfort zone. The key, she argues, is not just in setting ambitious targets but in creating deliberate, specific action plans with clear responsibilities and deadlines.

Resources in today's episode:

- Episode Website - The Role of History in Financial Advising With Guest Mark Higgins - Encore Episode: Goal Setting

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