In order to achieve your goals, you need to know your strengths and weaknesses and where you are and where you’re trying to go. Paul brings Evan and Anne in to continue the conversation about approaching the new year and a holistic approach to goal setting. Listen along to this two-part episode as they talk about the importance of personal goals, how to assess yourself personally, their strategies and philosophies, and the building blocks of a fulfilled life.

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Most people only plan weeks or months into the future. Very few have the forethought to plan years, decades, or generations ahead. Paul and Jim continue their discussion on setting goals in the new year by explaining how you can evaluate yourself and your finances to choose relevant and attainable goals. Listen along to hear how Paul evaluates his life and goals and the areas you don’t want to overlook as you look forward to 2022.

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Paul isn’t crazy about New Year’s resolutions and shares his process of setting and achieving goals as we roll into a new year. Listen along as Paul and Jim talk about SMART goals and how to define success in your finances as we move forward into 2022.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.