04 | Setting, Reaching, & Exceeding Your Financial Goals episode artwork

EPISODE · Jan 11, 2022 · 20 MIN

04 | Setting, Reaching, & Exceeding Your Financial Goals

from Money Files: Money Mindset & Personal Finance · host Keina Newell - Personal Finance & Money Mindset Expert

Part of reaching your financial goals is creating a game plan for reaching them. While a long-term goal–like becoming debt-free or maxing out your retirement–might seem daunting, when you break it into smaller milestones, it feels more attainable and gives you something to celebrate along the way. In this episode, I’m sharing my process for setting and reaching long- and short-term financial goals. I’m walking you through an exercise for determining your long-term financial vision and backwards-mapping your journey from there. Plus, we’ll discuss the importance of celebrating all the milestones you’ll reach as you go. In this episode, you’ll learn... How a financial transformation starts with mindset work [1:06] How setting milestones can help you reach your long-term goals [4:55] How to get clear on your financial goals and the life you want to create [7:13] How to backwards-map your financial journey starting with your end goal [8:43] Why it’s important to set and celebrate milestones on the way to bigger goals [15:39] How to create a financial plan that gets you closer to these goals [16:42] How to analyze your current goals to make sure they’re aligned with your long-term vision [17:55] If you’re ready to set and reach your long-term financial goals, tune in for this week’s episode. Get full show notes and the episode transcript: https://wealthovernow.com/setting-reaching-exceeding-your-financial-goals/

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