Episode 3 - Identify Your Goal(s) and Write Them Down

March 13, 2017

This is the first step. Most people don’t know exactly what they are going to do in retirement or exactly where they are going to live. But without at least a basic goal, you won’t know how much you should be saving each year for your retirement or your child’s college education.

Your goal(s) can be very detailed or broad. In the beginning, it really doesn’t matter. What matters is that you have goals and that you write them down. It’s also never too late to start planning for a financial goal. If you have a belated start or don’t really know what you want, that is okay because goals change, lives change and what’s important changes. However, what doesn’t seem to change is people wishing they had started goal planning and financial planning sooner.

00:0000:00

Episode 2 - Understand What You Cannot Control.

March 12, 2017

When it comes to investing and building our wealth, we can’t control whether the market goes up or down. We can’t control whether interest rates fluctuate or what decisions the Federal Reserve will make for key interest rates. We can’t control whether the economy is heading into or out of a recession nor can we control what happens in Greece or China. We can’t control what happens with inflation, the price of gasoline or the cost of our basic food items. The list goes on and on.

Thankfully, these items actually have little impact on our retirement plan, college savings strategies or any long-term financial goal for which we are saving.
As you might guess, building our wealth has a lot more to do with the things that we can control.

So, if you want to be on track, in control and achieving what matters, then you need to focus on
what you can control. The remaining rules of BetterWealth are disciplines you can control.

00:0000:00

Episode 1 - Introduction to Scott Stauffer

December 14, 2016

Scott Stauffer, Managing Partner, of BetterWealth, has been a teacher, coach and mentor and is not complacent with plug and play strategies for clients that don’t adapt to individual conditions and prepare for how things can change when it comes to game time. Just as athletes require the discipline of maintaining a positive attitude, setting goals, managing their emotions and staying focused, Scott understands his role as a wealth advisor is to accomplish this by helping to educate clients each step of the way.

00:0000:00