Did you add financial goals to your New Year’s resolutions? What happens when those goals aren’t the best option for your financial plan but you don’t want to change them? Sticking to those goals could do more harm than good.

Josh Leonard goes beyond the surface, addressing the intricacies of financial goal-setting and providing tangible examples of how lists can serve as a guiding force in achieving a secure and fulfilling retirement. Don’t miss out on this insightful discussion that can reshape your approach to financial planning in the New Year.

Josh discusses: 

• Why is using lists important to refine financial goals for retirement
• What are some common misconceptions about money, taxes, and debt 
• How do emotions influence financial goals
• How can financial goals be prioritized effectively
• And more

Resources:

• Schedule a meeting with the team
• Master List of Financial Goals

Connect with Josh Leonard: 

• jleonard@leonardadvisorygroup.com
• LinkedIn: Josh Leonard
• Leonard Advisory Group
• 412-998-PLAN
• YouTube: Leonard Advisory Group
• Facebook: Leonard Advisory Group

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