In this episode of Your Investment Partners, hosts Paul and Garrett explore when and why it might be time to revise your financial goals. They discuss the importance of flexibility in financial planning and identify key moments that could prompt change—such as life transitions, shifting values, or changes in market conditions. They also stress the importance of avoiding knee-jerk reactions, regularly reassessing your goals, and focusing on one priority at a time. Whether you're ahead of schedule or facing unexpected obstacles, Paul and Garrett provide guidance on how to thoughtfully adapt your financial plan.

Key Points From This Episode

● Recognizing life events that may trigger financial goal adjustments.

● The importance of setting flexible goals from the outset.

● Real-world examples of goals evolving with career and family changes.

● How shifting values can impact long-term financial planning.

● The role of external factors like job loss, tax policy, and market changes.

● Avoiding overreactions to short-term events or “false alarms.”

● Regularly revisiting goals to assess progress and course-correct.

● Differentiating between short-, medium-, and long-term goals.

● Looking backward to refine future goal-setting.

● Focusing on one priority at a time to reduce overwhelm.

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Useful Links

Garrett on LinkedIn

Paul on LinkedIn

Ascend Investment Partners