Episode 25

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Published on:

16th May 2023

Optimizing Your Financial World - Episode 25 (Here's How Successful People Set Goals for Themselves)

There’s no shortage of goals that we want to achieve for ourselves, our loved ones, and even our communities. But defining meaningful goals and pursuing them intelligently is a big challenge for many of us.

On the latest installment of Optimizing Your Financial World, we’re looking at some ways we can develop a clear vision for our lives, translate that vision into actionable objectives, and go after those goals with gusto.

Timecodes:

0:06 - Introduction and overview on the topic of the day

2:06 - It's important to talk about goal setting

3:22 - People typically need assistance developing clear goals

4:47 - The first step towards setting productive goals

5:58 - Start with the end in mind!

8:03 - Break your big vision down into small steps

10:00 - Advice for focusing granularly on some key action items

12:41 - How many goals should you be setting for yourself?

14:23 - Avoid these mistakes when it comes to setting goals

16:35 - How to get in touch with Mark and his team

17:56 - Closing remarks

Connect with Mark Wade:

Website

LinkedIn

Show artwork for Optimizing Your Financial World

About the Podcast

Optimizing Your Financial World
It's about how much you get to keep!
Welcome to Optimizing Your Financial World, where we tackle an array of financial strategies and wealth management topics to help better position you, your family, or your business for a better future.

Each episode features Mark Wade, President of Echelon Family Office, who brings over four decades worth of experience in wealth management and investment planning to the show. Mark regularly works with affluent families and entrepreneurs to help better position their portfolios given their personal and professional goals.

Listen as Mark explores a new financial topic each episode and offers guidance on navigating these complex circumstances. At the end of the day, it's not about how many assets you have or how much income you create, it's about how much you get to keep!

So sit back, relax, and allow Mark to shed some light on countless financial strategies and his methodologies for helping four decades worth of clients optimize their financial world.