112 - Orchestrating Short, Mid, & Long-Term Buckets

In this episode, Paul dispels the myth of "finding balance" in life and gives practical advice on why and how to allocate money in short, mid, and long-term buckets. He talks about how to be more effective in reaching your life goals by designing disciplines that benefit multiple facets of your life. Towards the end, Paul explains the two primary methods for mid-term savings and shares a sneak peek about two upcoming books from him and Cory Shepherd. For full show notes, including a FREE PDF of the transcription, visit: http://www.sfgwa.com/blog/podcast-episode-112-orchestrating-short-mid-long-term-buckets This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.