A Practical Guide to Setting Financial & Investment Goals

In this video we will go through the Steps for Setting Financial and Investment Goals. We will use SMART Goals as a baseline for setting these goals. Once we have made them SMART, we will discuss steps to achieving them.

00:00 - Welcome and Intro
01:34 - Disclaimer
01:56 - What is a financial goal?
02:44 - SMART Goals
03:23 - Things to consider before setting goals
06:23 - Financial goals (potential scenarios)
07:14 - Goal #1 - Paying for vacation
10:45 - Goal #2 - Paying for a home
13:57 - Goal #3 - Saving for retirement
16:57 - Compound interest
19:05 - Steps to financial goals
24:42 - Closing thoughts


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DISCLAIMER:
Please refer to a financial advisor before making any financial decisions as each investor profile is different. Information reviewed here is for discussion, education, entertainment, and illustrative purposes only and should not be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities.