Goal-Setting for a “Less Stressed” Financial Future

A new year brings a fresh start and the opportunity to set your goals for the coming months.

How can you approach your financial goal-setting in a way that allows you to stay accountable and to work towards achieving a less stressful life?

Find out in this episode, as Eric Tashlein discusses financial goal-setting and the role it plays in your financial picture. Eric outlines steps that will help you form your goals and reveals the importance of creating realistic expectations around your financial life.

In this episode, you’ll learn:

  • Why you should prioritize living within your means
  • How to create goals by working backward 
  • Personal stories and advice about financial goals
  • How to upgrade your lifestyle responsibly  
  • And more!

Tune in today to get started with your financial goal-setting!

Related: How Do I Start the Estate Planning Process?