This week is all about action. Grant interviews Jeremy to uncover the proper steps to actually achieve those goals, from time horizons to asset allocation – and if that sounds super complex, don’t worry. They make it super simple and clear. How far away is the ideal achievement of those goals? And what types of investments should the money be put into? At the end of the podcast, you will know what you need to do to achieve your financial goals.
Don’t forget to listen to each episode in our financial planning series!