Whether it’s a new car in a year, college for the kids in five years, or retirement in 10 years, we all have goals that are important to us. And while being aware of our goals is an important first step, there’s much more that goes into actually planning for and achieving a goal. In this episode, we share a four-step process for saving for any goal. From outlining the goal and its time horizon, to projecting the required savings, to planning and automating those savings and revisiting and adjusting over time, we walk through the entire process from start to finish and share helpful tips along the way.
Resources & People Mentioned
- Podcast episode #51: Making Sense of Your Retirement Projections
- Download our guide: The Financial Checkup
Connect With Trent and Andrew
- https://mdwmllc.com
- Follow on LinkedIn
- Follow on Facebook
Subscribe to The Physician’s Guide To Financial Wellness
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