023 - How to Balance Short-Term vs Long-Term Goals

Understand the purpose of what you’re saving for Know your short to medium term goals  Emergency Fund Home purchase fund Other goals? Travel, new car, etc... Start with the short-term goals. Can you save enough to these goals and still save enough for your retirement needs? If so great. If not then something needs to give.   General guidelines: If you have a 401k match, take it. Make sure you have an emergency fund LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here