The Toolkit for Visionaries (Ep.4)

The Toolkit for Visionaries (Ep.4)

Do you know how to get on the right path to achieve your goals? Achieving those goals is extremely hard if you cannot lay them out to the people who can and want to help you.

In this episode, Bryan Sweet and Brittany Anderson pivot into conversation about vision and deciding on what you want your money to do for you. Bryan and Brittany share the important tools and resources to help you create your own vision!

Bryan and Brittany discuss:

  • Why you may want to consider creating a vision board for your goals
  • Sweet Financial’s role in client success
  • The role of an accountability partner in achieving your goals
  • Longevity issues within retirement and retirement planning
  • And more!

Resources:

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