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5 Simple Steps to Make a Long-Term Financial Plan

5 Simple Steps to Make a Long-Term Financial Plan

Season 1 Episode 291 Published 4 years, 3 months ago
Description

Full show notes: https://queermoneypodcast.com/podcast/long-term-financial-plan/ ‎

On this episode of Queer Money, we share five steps to creating a successful long-term financial plan, explaining how your long-term, short-term and daily goals influence each other.

Topics Covered 

  • Why we have such a hard time reaching long-term financial goals
  • How long-term, short-term and daily financial goals influence each other
  • The 5 steps to creating your own long-term financial plan
  • Choosing 1 to 3 QUEER money goals (Quantifiable, Understandable, Executable, Exciting and Relevant)
  • The value of knowing the WHY behind your long-term financial goals
  • Why we suggest opening separate accounts to fund each goal
  • How to automate the process of saving for your long-term money goals
  • Why we recommend sharing your financial goals with your LGBTQ friends and family

Resources 


Mentioned in this episode:

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