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. 

How are you tracking towards your financial goals in 2022?&nbsp;
On todays episode, John talks about a framework for articulating your goals and discovering the right action steps to take to achieve them.&nbsp;
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.&nbsp;
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.&nbsp;

The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out www.thejohnchapmanshow.com. 

The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP&reg; and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out <a href="http://www.thejohnchapmanshow.com">www.thejohnchapmanshow.com</a>.&nbsp;

The John Chapman Show Podcast

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

The John Chapman Show is your source for retirement strategies to help you better manage your investing, tax, insurance and estate planning.  

Pre-retirees biggest risks lie in not just investing the wealth they’ve built, but also in maintaining an up to date and secure financial plan as life changes. 

As you make the final push in your working career, be sure to stay on track with your financial plan so that ultimately you get the MOST from life with the money you do have. 

Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready?&nbsp;
The John Chapman Show is your source for retirement strategies to help you better manage your investing, tax, insurance and estate planning.&nbsp;&nbsp;
Pre-retirees biggest risks lie in not just investing the wealth they&rsquo;ve built, but also in maintaining an up to date and secure financial plan as life changes.&nbsp;
As you make the final push in your working career, be sure to stay on track with your financial plan so that ultimately you get the MOST from life with the money you do have.&nbsp;
Host, John Chapman, is a CFP&reg; and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.

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