Episode 15 of Your Life, Simplified, Resolution Revolutions: Planning Your Goals for the Year
Jan. 29, 2019 Podcast

Resolution Revolutions: Planning Your Goals for the Year (40:37)

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We know that it is sometimes difficult to stick to those New Year’s resolutions, whether they be related to diet and exercise or saving and spending. So, we have invited George Fernandez and Andy Garrison of Mariner Wealth Advisors to have a conversation about what they are thinking about when planning financial goals for the year. Those planning topics include saving for your retirement, creating an appropriate spending plan, choosing the correct level of insurance coverage and selecting the right gym.

 

 

 

 

The views expressed are for commentary purposes only and do not take into account any individual personal, financial, or tax considerations. It is not intended to be personal legal or investment advice or a solicitation to buy or sell any security or engage in a particular investment strategy.