In this episode, we're joined by Rachel Rasmussen, MBA, CFA, CDFA®, Investment Manager and Shareholder, and Megan Lyons, CFP®, Financial Planner, both from Foster & Motley, Inc. Together, they explore the concept of wealth management milestones, discussing how to set, track and celebrate financial goals at every stage of life.
Key Takeaways:
(02:32) Identify significant financial markers to boost confidence.
(04:47) Personalized milestones help clients stay motivated.
(07:47) In your 20s, focus on setting good financial habits.
(12:20) Balancing major life events while continuing to save and invest wisely.
(14:42) Maintaining financial responsibility while enjoying life.
(18:55) Watching spending habits to ensure long-term financial stability.
(21:39) Financial planning and emotional readiness for retirement.
(27:23) Estate planning and organizing your financial legacy.
Resources Mentioned:
Rachel Rasmussen -
https://www.linkedin.com/in/rachel-rasmussen-cfa-cdfa/
Megan Lyons -
https://www.linkedin.com/in/meganlyonscfp/
Foster & Motley, Inc. | Website -
http://www.fosterandmotley.com
Gretchen Rubin's podcast and books: Inspiration for the "ta-da" concept. -
https://gretchenrubin.com/
James Clear's “Atomic Habits”: A guide to building good habits that pay off in the long run. - https://jamesclear.com/atomic-habits
Connect With Rachel and Megan:
info@fosterandmotley.com
+1 513-561-6640
Foster & Motley
LinkedIn: Rachel Rasmussen
LinkedIn: Megan Lyon
LinkedIn: Foster & Motley, Inc.
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