A Simple 4-Step Guide to Resetting Your Finances
Автор: FSA Wealth Partners
Загружено: 2026-03-04
Просмотров: 64
Описание:
In this episode of Money Matters with FSA, Mike Zarrelli, CFP®, EA, walks you through a financial reset. Whether it's the new year, your birthday, or just a moment to reset, it's always a great time to refresh your financial strategy.
In this video, he walks you through a simple, 4-step process to evaluate where you’ve been, set clear goals for where you want to go, and create lasting habits that will get you there.
What You’ll Learn:
How to evaluate your past year
How to set clear, achievable financial goals
Practical steps to build lasting financial habits
Timestamps
0:00 - Introduction
0:12 - The 4 Step Process
0:49 - Step 1: Evaluate the Previous Year
2:12 - Step 2: Get Your Vitals (ABCs of Finance)
3:50 - Step 3: Set Specific Goals
4:48 - Better Questions for Goal Setting
6:25 - Step 4: Systems Over Goals
10:00 - Final Thoughts
Visit fsawealthpartners.com or email us at [email protected] to learn how our fiduciary team helps you make confident, personalized financial decisions.
🔔 Like, subscribe, and turn on notifications so you never miss a new episode of Money Matters with FSA.
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
