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Financial Resolutions That Don’t Break by February

Автор: Beck Bode

Загружено: 2026-01-07

Просмотров: 52

Описание: Listen on the podcast: https://www.buzzsprout.com/2519743/ep...

Learn more about Beck Bode: https://beckbode.com/fee-only-financi...

Financial resolutions don’t fail because people don’t care. They break when there’s no intention behind them.

In this episode of No Bonds Cast, Ben Beck and Jim Bode explore why financial plans often break and what it actually takes to build a plan that holds up as life changes.

Rather than chasing short-term performance, this conversation focuses on progress, intention, and structure — and why real financial planning needs to evolve across different stages of life, from early career through retirement and legacy planning.

You’ll hear:

Why progress matters more than performance
How financial plans break quietly when intention fades
Why short-term results derail long-term goals
How intentional planning adapts as life changes
Why retirement is a phase of life, not the finish line

If you’re thinking about financial goals this January, or questioning whether your current plan still fits your life, this episode will help you rethink what good planning actually looks like.

Chapters
00:00 – Progress, Not Performance
01:00 – Why Short-Term Focus Breaks Plans
03:30 – What Intentional Planning Looks Like
06:30 – Measuring Progress Over Time
09:30 – Do You Really Need a Plan Yet?
13:45 – Planning in Retirement & Legacy
17:00 – How Younger Clients Think About Planning
20:30 – Making Progress Stick

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Financial Resolutions That Don’t Break by February

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