Gain the financial capabilities & confidence to achieve the goals that matter to you. In each episode we dig into the truth behind finances & money, giving you the empowerment you need to make the right decisions when it matters most.
This is WealthSmarts, where you will gain the financial capabilities & confidence to achieve the goals that matter to you.
Do You Know What Your Cashflow Is? Wealth Builder Part 3
Richard and Matt tackle the third question of the Wealth Builder Scorecard: 'Do you have short and long-term cash flow projections that you can understand?'. They discuss the crucial role of cash flow in achieving financial goals and the necessity of having a clear picture of both current and future cash flows. They outline different levels of awareness regarding cash flow management—from having no idea to having a detailed projection and understanding its impact on long-term financial sustainability. The hosts also highlight tools and resources available on their website, including a cash flow spreadsheet and video tutorial, to help viewers gain better control over their finances.
To download your FREE Cash Flow Spreadsheet, check out our resources page: https://wealthsmart.ca/cfpic-resources/
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TAKE YOUR WEALTH BUILDER SCORECARD: wealthsmart.ca
🌐 For detailed insights and tailored advice for your and your family's finances, make sure to check out our website: wealthsmart.ca
👍 If this content makes you interested in managing your finances, give us a like, share, and make sure you're subscribed to WealthSmart.
For regular content make sure to follow us on social media!
Facebook/Instagram/Threads: @wealthsmart
27 Jun 2024
What Are SMART Financial Goals? Wealth Builder Part 2
In part two of the Wealth Builder Scorecard series, Richard and Matt delve into the importance and framework of SMART goals. They discuss the five critical components: Specific, Measurable, Actionable, Relevant, and Time-bound goals.The dialogue highlights the significance of having concrete goals to avoid aimless progress, the power of writing down goals for a 42% higher achievement rate, and practical steps to install systems that ensure financial goals are met. Insights into avoiding post-retirement decline through proactive planning and a continuous evolution of goals underscore the need for a dynamic approach to financial planning. Emphasizing commitment, courage, and capabilities as pathways to confidence in wealth building, the episode encourages listeners to assess their current progress with the Wealth Builder Scorecard available on their website.
To download your FREE Cash Flow Spreadsheet, check out our resources page: https://wealthsmart.ca/cfpic-resources/
**********
TAKE YOUR WEALTH BUILDER SCORECARD: wealthsmart.ca
🌐 For detailed insights and tailored advice for your and your family's finances, make sure to check out our website: wealthsmart.ca
👍 If this content makes you interested in managing your finances, give us a like, share, and make sure you're subscribed to WealthSmart.
For regular content make sure to follow us on social media!
Facebook/Instagram/Threads: @wealthsmart
30 May 2024
Are You Making Regular Progress Toward Your Goals? Wealth Builder Scorecard Pt 2
🌐 For detailed insights and tailored advice for your and your family's finances, make sure to check out our website: wealthsmart.ca
👍 If this content makes you interested in managing your finances, give us a like, share, and make sure you're subscribed to WealthSmart.
For regular content make sure to follow us on social media!
Facebook/Instagram/Threads: @wealthsmart
Inside a recent episode
(Part 2) The Importance of Charitable Giving with John Bromley
Published 28 Apr 2023 · Transcript excerpt
[…] That is that I think that's fascinating. And we mentioned time talent treasure. Is there a future where charitable impact could be somewhat coordinating maybe time and talent to and integrating that with the treasure? You're hired. Love this guy. These guys, these questions are amazing. 100%. […]
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