Ben Martinek and Michael Acosta discuss goal setting in 2023.
"I love goal setting. I have to say, when I first got started setting goals, it's kinda like, uh, do I really need to do this? Is it necessary? And I have to say, after being in business for many years and working with clients for many years, yes! Goal setting is important. At the end of the day, on a practical level, if we wanna be able to look back at our lives and have something to show for our hard work, I really think you can't get away from goal setting."
- Ben Martinek
Show notes: http://www.catholicfinancialplanners.com/goal-setting-in-2023-michael-acosta-podcast/
This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guest speakers and their firms are not affiliated with or endorsed by PAS,
Guardian, or Genesis Wealth Planning, LLC and opinions stated are their own. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Genesis Wealth Planning, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0M50974.
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Ben Martinek and Michael Acosta discuss goal setting in 2023.
"I love goal setting. I have to say, when I first got started setting goals, it's kinda like, uh, do I really need to do this? Is it necessary? And I have to say, after being in business for many years and working with clients for many years, yes! Goal setting is important. At the end of the day, on a practical level, if we wanna be able to look back at our lives and have something to show for our hard work, I really think you can't get away from goal setting."
- Ben Martinek
Show notes: http://www.catholicfinancialplanners.com/goal-setting-in-2023-michael-acosta-podcast/
This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guest speakers and their firms are not affiliated with or endorsed by PAS,
Guardian, or Genesis Wealth Planning, LLC and opinions stated are their own. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Genesis Wealth Planning, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0M50974.
Are you looking to hire an advisor? Browse our members.
Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.