Goal-Based Investing
from iWealth Podcast Hosted by iWealth
Goal-Based Investing: The Fun Side of Smart Financial PlanningWhat if your investments weren’t just numbers—but reminders of the things you’re working toward?In this episode of the iWealth Podcast, Brad Connors and Mega Matt unpack the idea of goal-based investing—a strategy that ties your money directly to meaningful milestones.From weddings and sabbaticals to cars and travel, Brad explains how assigning dollars to real goals can make investing more personal, more purposeful, and honestly... more fun.🎯 Learn how to:Track progress based on your goals—not just percentagesCreate separate accounts for specific dreamsFund what matters most—beyond retirementBecause when your money aligns with your life, you stay motivated.#GoalBasedInvesting #iWealthPodcast #BradConnors #PurposefulPlanning #FinancialGoals #DreamDriven
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