Goal-Based Investing - The NEST Egg

Описание: The NEST Egg 1.27.21

The NEST Egg is an educational financial planning series brought to you by the advisors at NEST Financial. The NEST Egg for January 2021 focuses on goal setting and what that means when it comes to financial goals and retirement.

Highlights include:
Calculating the "real numbers" when it comes to figuring out what is needed for retirement or financial goals
What factors to look at for goal-based investing
Tracking and measuring progress towards goals or retirement
Dan’s input on setting really high goals for a short period of time
How we at NEST Financial achieve their goals.

Join us each month for more education on financial planning topics. Please note that the content provided in the webinars and recordings is not investment advice. For guidance on your unique goals, feel free to schedule an appointment with us by email [email protected] or visit nestfinancial.net.

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