Episode 19: Moving the Financial Goalpost!

Oct 1, 2021

We have found that people often move the goalposts in their own financial and retirement plan…often to their own detriment.  Listen to Isaac Wright CFP®, ChFC® along with Ricky Lafon MBA, CFP®, RICP® discuss some of the ways that people are likely to change their goals and deadlines.

 

  1. How to be careful not to fall into the “cash” trap.
  2. I’ll get serious about saving…next year mindset pitfall.
  3. Never getting around to reducing risk when prompted… and much more!

 

THIS WEEK’S OFFER:

live-your-perfect-day

Get your complimentary copy of The Roadmap to Retirement Income