Episode 19: Moving the Financial Goalpost!

Feb 28, 2022

We have found that people often move the goalposts in their own financial and retirement plan…often to their own detriment.  Listen to Isaac Wright CFP®, ChFC® along with Ricky Lafon MBA, CFP®, RICP® discuss some of the ways that people are likely to change their goals and deadlines.

 

Here are just a handful of the things that we'll discuss:

  1. How to be careful not to fall into the “cash” trap.
  2. I’ll get serious about saving…next year mindset pitfall.
  3. Never getting around to reducing risk when prompted… and much more!

 

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