Spending Goals

Sep 10, 2019SML Planning Minute Podcast, Company News, Retirement Planning

Podcast: Play in new window | Download (Duration: 5:45 — 5.6MB)

Episode 38 – Things to Consider When Building Your Financial Plan, Part 2 of 9. In Part 1 of this nine-part series, we introduced the cash flow statement and balance sheet. Today in Part 2, we discuss your spending goals. In creating financial goals, the focus is usually on retirement goals. However, we really should consider our goals and spending plan in three categories. Learn more in our new podcast.

More SML Planning Minute Podcast Episodes

Listen to Episode 37 - Things to Consider When Building Your Financial Plan, Part 1 - Develop an Overall Spending Plan

Listen to Episode 38 - Things to Consider When Building Your Financial Plan, Part 2 - Spending Goals

Listen to Episode 39 - Things to Consider When Building Your Financial Plan, Part 3 - Debt

Listen to Episode 40 - Things to Consider When Building Your Financial Plan, Part 4 - Protection

Listen to Episode 41 - Things to Consider When Building Your Financial Plan, Part 5 – Peace of Mind and Investing

Listen to Episode 42 - Things to Consider When Building Your Financial Plan, Part 6 – Tax Strategies

Listen to Episode 43 - Things to Consider When Building Your Financial Plan, Part 7 – Future Health Care

Listen to Episode 44 - Things to Consider When Building Your Financial Plan, Part 8 – Retirement

Listen to Episode 45 - Things to Consider When Building Your Financial Plan, Part 9 – Implementation