Ep # 15: Goal Setting in 2021 with Katie McKenna episode artwork

EPISODE · Dec 23, 2020 · 24 MIN

Ep # 15: Goal Setting in 2021 with Katie McKenna

from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas

In this episode, Ben is joined by Katie McKenna from Thrivos Consulting.  Katie is a professional coach and bestselling author of How To Get Run Over By A Truck.  2020 may have kicked your butt and that's ok. As you turn the page to 2021, what do you aspire to? What do you want to change? How do you put a plan into action to get there? Who else should you involve? Listen to two GOAL-PLANNERS, Ben & Katie focus on YOU and next steps YOU can take to get to where you want to go.Katie McKenna and Thrivos Consulting are not affiliated with LPL Financial and Haas Financial Group.Tracking # 1-05092066Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

Episode metadata supplied by the publisher feed · Published Dec 23, 2020

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In this episode, Ben is joined by Katie McKenna from Thrivos Consulting. Katie is a professional coach and bestselling author of How To Get Run Over By A Truck. 2020 may have kicked your butt and that's ok. As you turn the page to 2021, what do you aspire to? What do you want to change? How do you put a plan into action to get there? Who else should you involve? Listen to two GOAL-PLANNERS, Ben & Katie focus on YOU and next steps YOU can take to get to where you want to go. K...

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Ep # 15: Goal Setting in 2021 with Katie McKenna

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