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Coffee with Your Advisor

Happy New Year!

Financial 411 is set to kick off the year in the most amazing way!

But first, what does the new year mean to you? For many people, the New Year means a fresh start -- a chance to try something different or to begin a path towards a new goal. Maybe, it's the opportunity to change an undesired trait or behavior.

Unfortunately, most people will never "successfully" follow through on their resolutions - largely because they're so general and non-specific.

The top 3 goals are almost always, eat healthier, get in shape, and make more money. 80% of people fail to stick to their new year's resolution for longer than six weeks. Why ? Because most of us never put a game plan together of precisely how we are going to accomplish this.

Starting next week every Tuesday @ 11am (Central) Financial 411 will be offering a new live podcast, entitled "Coffee with Your Advisor," with your host, Robert Goldsmith.

Each week Robert shares with you, financial tips, strategies, and concepts that you can use in your own life, as well as, answering many of the questions you may have.

Robert's objective is to Assist you with your financial resolutions, including;

  • How money and money programs can work.

  • How to set your priorities and hit the targets you set for yourself.

  • What are the best way save, invest and even spend your money?

  • What is the most important item accomplish first and foremost?

  • How to turn what is perceived as nothing into something of value.

The fact is, these are NOT "one size fits all," because everyone has different priorities. However, if you never set your sights on your financial goals, you'll probably be left wondering where it all went?

Having financial goals helps to keep the big picture in mind rather than having you bogged down with day-to-day (or paycheck-to-paycheck) expenses. Also, it's easier to avoid impulse purchases. For example, if you know that you're saving $100 every paycheck towards your retirement, your kids education, a one of a kind Vacation, even a new car, or that 4K HDTV (Just kidding about the TV) or any other financial goal, it's easier to turn down that snazzy new suit or stylish new purse... that you really don't need!


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Let's Connect Today
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We Value the opportunity to discuss methods we can employ (generally, rarely employed by many advisors) with regards to how we can help you strengthen your financial future. Please contact us today to schedule a free - no cost, no-obligation strategy session.

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