Are you ready for financial football? Where are you in the game? First and goal in the 4th quarter with no timeouts? Wherever you are, you can get a game plan for a winning season. Financial professionals Joe Anderson and Alan Clopine give you the tools to put a successful game plan in place that can be built on year after year. Special guest, Brian Perry, from Pure Financial gives you essential tips to keep you from fumbling the ball.
Important Points:
(00:40) – Achieve Your Goals – Create a Game Plan
(01:27) – Financial Football
- Get In The Game
- X”s & O’s: Plays to Advance the Ball
- Game Changers
- Winning the Game
(03:05) – Get In The Game
- Create A Game Plan
- Write Down Your Goals
- Monitor & Adjust as Necessary
- DIY or Find a Coach
(04:00) – Increase Your Chances of Obtaining a Goal
(04:33) – Savings
- Automate Your Savings
- Get Employer Match (if available)
- Increase Savings Annually
- Determine Where to Save
(05:31) – Compound Interest
(06:49) – Savings By Age
(09:35) – Control What You Can Control
(10:22) – Prudent Investment Strategies in Retirement
(11:20) – Investment Strategies
(18:02) – Hail Mary Strategies
(22:03) – Ask the Experts
(24:51) – Pure Takeaway: Financial Football: Get a Touchdown
- Get A Game Plan
- Set Specific Goals
- Make Saving a Habit Not A Goal
- Invest Wisely
- Course Correct When Behind
