As we celebrate 2019 and look to the year ahead, what do you want 2020 to look like? That answer for your short term goals needs to fit into your vision for your life, something we call your Primary Aim. We are going to define that further, help you identify your Primary Aim, and then help you set the right financial goals for 2020 in this episode of Wise Money.
Season 5 Episode 18
The Financial Do's and Don'ts of Gift Giving
It's the Most Financially-Stressful Time of the Year
5 Financial Professionals You Need in Your Life
Roth IRA for Teens
The Financial Confidence Account
The 2020 Election and the Stock Market
Should You Practice Socially Responsible Investing?
How to Pay Less Tax in 2020
The Different Parts of Medicare
Is Our National Debt a Problem?
Should Married Couples File Taxes Separately or Jointly?
Stock Splits Explained
Student Loan Forgiveness and Forbearance Explained
60/40 Portfolio Is No Longer Enough for Investors
The First Thing You Need to Know About Money
Wise Money Movement - Why Comprehensive Financial Planning?
COVID Housing Boom - 2020 Housing Market Update
The Importance of a Banking Relationship
The Greatest Financial Regrets of the COVID Recession
Is the Stock Market Different This Time?
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