Smart Wealth: Navigating Your Financial Future
Welcome to "Smart Wealth: Navigating Your Financial Future", where we bridge the gap between financial jargon and real-world solutions. Every week, we bring you practical advice, expert insights, and actionable steps to improve your financial literacy and accelerate your wealth-building journey. Whether you're a novice in investing, aiming to master your budget, or an experienced wealth manager looking to refine your strategies, we've got you covered. We delve into a variety of topics including investment principles, debt management, retirement planning, and tax optimization. With our guidance, you'll navigate the complex world of finance with ease, making confident decisions for your financial future. Join us on this journey towards achieving smart wealth, because the best investment you can make is in yourself.
Smart Wealth Hosts:
Brett Cranson: www.linkedin.com/in/brettcranson/
Omari Whyte: www.linkedin.com/in/omari-whyte/
Smart Wealth: Navigating Your Financial Future
EP 47 The Power of Achieving Your New Years Resolutions
In this episode, Brett Cranson and Omari Whyte discuss the significance of New Year's resolutions, particularly in the context of financial goals. They emphasize the importance of setting clear objectives, creating actionable plans, and maintaining accountability to achieve these goals. The conversation highlights common resolutions related to health and finance, and the necessity of regular check-ins to ensure progress. Both hosts share their personal goals for the year and encourage listeners to engage in a structured approach to their resolutions.
Takeaways
- New Year's resolutions often lead to a reset in goals.
- Many people fail to stick to their resolutions after a few months.
- Writing out a plan is crucial for achieving resolutions.
- Accountability is key to maintaining progress on goals.
- Regular check-ins can help keep clients on track.
- Setting financial goals is as important as personal ones.
- Identifying specific goals can simplify the path to achievement.
- Personal accountability can enhance commitment to goals.
- Sharing goals with others can increase accountability.
- Having a strategy is essential for achieving resolutions.
LinkedIn Brett Cranson: linkedin.com/in/brettcranson
LinkedIn Omari Whyte: linkedin.com/in/omari-whyte
For business inquiries, please head over to
https://www.uptownwealthmanagement.com
https://www.familyfirstadvisors.ca
email:
brett.cranson@ipcsecurities.com
omari.whyte@familyfirstadvisors.ca
Brett Cranson & Omari Whyte have been helping Canadians with their Financial, Retirement and Estate Planning since 2003. Our office is based in Toronto, ON, Canada - but help Canadians Coast to Coast.