How to Stay On Track With Your Financial Goals in 2022

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Published Jan 5, 2022, 7:20 PM

How are you tracking towards your financial goals in 2022? 

On todays episode, John talks about a framework for articulating your goals and discovering the right action steps to take to achieve them. 

John talks first about the framework of SMART goals. He then talks about a case study example of a family in their 50s with 3 goals that can be tweaked in order to become more actionable. Specifically, John talks about what if looks like to set up a savings target, how to gain clarity on your taxes, and how structure an investment portfolio for growth and safety. 

In the end, there's so many distractions out there but most are beyond our control. Instead, John talks about having structure and clarity as the best way to work toward your financial goals this year. 

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The John Chapman Show

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready?  The John Chapm 
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