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5 of My Favorite New Year Questions – Ep97

5 of My Favorite New Year Questions

by: Annette Bau, CFP®

This is a great time to ask questions and assess where you are heading for the year. Most people have already given up on their New Year goals and have settled into another mediocre year.

Congrats for not letting that be you and for doing the work to dream big and execute so you can achieve your personal, business, spiritual, and financial goals.

Wealth Inside and Out® Podcast: “5 of My Favorite New Year Questions”

In this episode, you will learnFinancial Freedom Formula Guide:
>>(6:26) Why guaranteed income is such an important part of your plan. As a result, you will worry less in retirement.
>>(6:55) How to avoid a painful future with the right strategy
>>(8:25) A billion-dollar nugget about contingency plans in retirement
>>(12:43) Why you shouldn’t rely on the government, your employer, or partner for your retirement income
>>(17:25) The simple handwriting exercise to get unstuck and achieve your desired goals
>>(18:45) Why coincidences are so important, and how to spot them

Conclusion – “5 of My Favorite New Year Questions”

Taking a minute to assess where you are and where you are going is important for all of us. Today, I share five questions to help you take inventory and determine where to focus to achieve your dreams in the upcoming year and beyond.

Regardless of where you are, these five questions will give you insight into how to get and stay on track to achieve your goals.

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This information is for educational purposes only. It is not intended to replace the advice of any advisor or specialist, nor to provide investment, financial, tax, retirement, planning, or healthcare advice.

Always consult with a qualified professional before making any financial decisions or changes.

To your financially secure life,

Annette

Links Mentioned In This Episode

  • The Financial Freedom Formula Guide
  • 7 Principles of Becoming Fulfilled and Wealthy
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  • ERS Disclosure

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Estate & Retirement Strategies, LLC (“ERS”) is a state-registered investment advisor located in Arizona and conducts business where properly licensed.  Registration does not imply endorsement by securities regulators. ERS is not engaged in the practice of law or accounting.

ERS provides comprehensive financial planning, insurance, and investment management services. Investing involves risk and is not guaranteed. Before investing, you should consult a qualified financial advisor. ERS is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics, including information from third-party sources. Information provided is for educational purposes only and is not an offer or solicitation for the sale or purchase of any security or investment advisory services.

 

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