It happens at the beginning of every new year; whether you plan to set goals for the year or not, the talk is everywhere; from social media to the ads that run during our favorite television shows; lose weight, get fit, goals in nearly every aspect of your life; including your money. Here on CFO at Home, we’re kicking off 2024 by focusing each episode in the month of January on your money goals. We’re starting things off this week with a conversation with author and Project Management professional Simon Tipler about setting and achieving goals, particularly when it comes to our money.
(00:00) CFO at Home will begin offering Financial Coaching using the National Financial Educators Council processes
(04:28) Goal setting is one of the things that we struggle with about money
(05:12) The power of asking “whys”
(10:30) Motivation and procrastination when working on finances
(13:58) The value of knowledge in overcoming procrastination
(19:43) Small steps are the best way to achieve goals
(26:07) Taking action is better than waiting until you have perfect plan and implementing
(37:51) When it comes to investing and being DIY versus involving a professional
Resources
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Contact the Host - vince@thecfoathome.com
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