Your financial journey is uniquely yours. Yet it often feels like the media dictates which financial goals "truly" matter. Yes, investing for retirement is crucial, and starting early is wise—time is often your best friend with any goal. Arden Elizabeth Evenson and I chatted about how much of the noise around finance focuses on just two things: retirement and homeownership. But does that mean maxing out every retirement account should be your only priority? Not necessarily. Sometimes, a portion of that money might be better directed toward other goals that align with your unique path. Whether it’s saving for children, funding a dream vacation, or starting a business, these are all other *legitimate* financial goals. Tailoring your finances to your own life goals allows you to fund the future you envision. Financial planning isn’t one-size-fits-all; it should reflect your priorities, not just standard checklist. #PersonalFinance #FinancialPlanning #FinancialFreedom
Yes! Personal finance is *personal* – so good to chat with you about these important topics :)
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2 周This is so true. When I work with my clients, I always challenge them to really share their goals outside of the main topics of retirement, education savings, and lifestyle.