Ep 28: How To Set Realistic Financial & Retirement Goals

Do you have financial and retirement goals set? How do you know if those goals are doable or simply unrealistic? Let’s talk about goal-setting and how we approach it with our clients to make sure they stay on track for retirement.

 

Check out the show notes and get additional resources here: https://philstaxhacks.com/podcast/ep-28-how-to-set-realistic-financial-retirement-goals/ 

 

Today's show rundown: 

1:30 - In the News: Student loan debt is at $1.6 trillion. 

6:43 - How do you set financial and retirement goals?

7:06 - What general financial rules should you follow?

8:28 - How do you narrow down the specific goals for retirement?

10:03 - What are unrealistic goals people make in retirement?

11:47 - How do you get the most out of investments without losing anything?

14:04 - How can you know if a financial goal is realistic and achievable?

16:45 - Mailbag: Should you work with one financial advisor or work with multiple?