A Financial Goals Master List (n=310) | Rational Reminder 223

Описание: We recently created and conducted a very interesting survey based on financial goals, and today, we get to share some of the data we collected and the answers that were given to the questions. Although there are some definite limitations to our expertise as surveyors and data collectors, the findings are most definitely illuminating, surprising, and useful. Listeners will get to hear a bit about the process of building the survey as well as some of the raw numbers and data before we get into the list of goals that were submitted, collated, and ranked. We also share some of the ways that these were split across demographics such as age and gender. Apart from this focus on the survey, we share some thoughts on Eat the Rich, Coin, and The Next Millionaire Next Door, and finish off the show with some very impactful letters from listeners that we have received recently.

Timestamps:
0:00 Intro
12:40 Backstory for our goals survey
20:58 Goals Survey Outline
22:10 Survey Results Breakdown
26:42 Gender Cohorts
28:37 Age cohorts
31:00 Questions
36:56 Limitations
39:03 Next Steps
45:21 Book Review: The Next Millionaire Next Door
59:28 The Finale

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Books From Today’s Episode:
The Next Millionaire Next Door — https://www.amazon.com/Next-Millionai...

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Financial Goals Summary - https://www.pwlcapital.com/resources/...
'Generating Objectives' — https://repository.library.georgetown...
Tom McHugh YouTube Video —    • A song dedicated to Mom, performed in Done...  
'Generating Objectives' — https://repository.library.georgetown...
Tom McHugh YouTube Video —   • A song dedicated to Mom, performed in Done...