Reid Trego, the host of the Money Pig podcast, is joined by Tara Bruce, GIA’s Marketing guru. They discuss goal setting in the new year and emphasize the importance of setting financial goals. They recommend reflecting on the previous year’s goals and determining whether they were accomplished. Tara shares that writing down your goals increases the likelihood of achieving them by 42%. They also mention evaluating investment performance and considering adjustments if necessary. If your investment accounts are not performing in a way that meets your desired goals, you should talk to your advisor to make adjustments to your portfolio.
Setting SMART (Specific, Measurable, Achievable, Relevant, Time-based) goals is encouraged. Reed and Tara highlight that many people struggle with knowing what questions to ask or where to begin regarding financial planning. However, they assure listeners that their team at Goodwin Investment Advisory has a heart for teaching and aims to make complex concepts understandable for clients. Some common concerns include anxiety about retirement security and not wanting to be financially dependent on their children during retirement. Seeking a second opinion on one’s retirement plan is recommended as well.
Goodwin Investment Advisory is now offering a free second opinion on your retirement plan, and if you schedule this call, you will be speaking with Tara to complete a quick assessment. If you have a growing portfolio of $500,000 or more and would like a second opinion, please schedule a call here. After the call, one of our advisors will follow up with you to share action items and next best steps. If you are not ready yet, and just want to subscribe to our blog you can text BLOG to 66866 to join.
The Money PIG podcast is hosted by Reid Trego. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.
For personalized financial guidance, schedule an intro call with our team at Goodwin Investment Advisory in Woodstock, Georgia . Our CFP® professionals can provide advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To learn more about the benefits and services we offer click here.
Goodwin Investment Advisory is an SEC-registered investment adviser (CRD #131193), and this episode is produced by evanced.net. This podcast is for informational purposes only and is not investment advice or a recommendation to buy or sell any financial products, securities, digital assets, or other investments. It should not be used as the basis for any financial decisions. The host and/or guests may personally hold investments mentioned in this episode. All investments involve risk, and past performance does not guarantee future results. Please consult with a qualified financial adviser, tax professional, and attorney before taking action on any information shared.
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