The Dollars & Sense Podcast

#46 Is that a Goal or a Strategy?

Tim Ellis & Brodie Haggerty Season 3 Episode 9

Goals versus Strategies - What's the difference?

Hands up if you have said you have a goal to be mortgage free!
Hands up if you have a goal to own "X" amount of properties!

Are those really goals, or are they strategies to help you achieve the REAL goal?

Tune in to this weeks episode where Tim and Brodie discuss the difference between a Goal and a Strategy and why it is so important to differentiate the two when considering financial planning.
 

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The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure