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December 30, 2024 23 mins

Do you have a Goal? – It is time to think about 2025 New Year’s resolutions and goals. Chris
Boyd and Jeff Perry share their personal perspectives on setting goals in all areas of one’s life.
The duo shares why using the SMART goal planning system can be the most effective method.
Jeff uses the example of having the goal to save for future college expenses of a child or
grandchild. Chris explains how goals play such a critical part of having a successful long-term
financial plan.
The AMR Team is seeking your opinions on the Something More podcast. To participate in our
survey, please click the following link: https://lnkd.in/ekcsvPaM


For more information or to reach Chris Boyd or Jeff Perry, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

 

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