SML Planning Minute

SML Planning Minute


Spending Goals

September 10, 2019

Episode 38 - Things to Consider When Building Your Financial Plan, Part 2 of 9. In Part 1 of this nine-part series, we introduced the cash flow statement and balance sheet. Today in Part 2, we discuss your spending goals. In creating financial goals, the focus is usually on retirement goals. However, we really should consider our goals and spending plan in three categories. Learn more in our new podcast.

More SML Planning Minute Podcast Episodes









Listen to Episode 37 - Things to Consider When Building Your Financial Plan, Part 1 - Develop an Overall Spending Plan

Listen to Episode 38 - Things to Consider When Building Your Financial Plan, Part 2 - Spending Goals











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