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5 Simple Steps to Make a Long-Term Financial Plan
Season 1 Episode 291
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
- Credit Card Debt Slasher Toolbox
- Go Bigger by Setting Goals the QUEER Way on Queer Money EP076
- 7 Quick Tips to Eliminate Debt Fast on Queer Money EP287
- What’s the Difference Between a 401(k) and 403(b)? on Queer Money EP166
- CreditWise
- Debt Free Guys on Facebook
- Debt Free Guys on Twitter
- Queer Money Facebook Group
- Queer Money on Instagram
- Queer Money on YouTube
- Subscribe on iTunes
Mentioned in this episode:
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Published on 4 years ago