Scott and James discuss how to start the new year right.

Planning Points Discussed

• Retirement Planning
• Utilizing Time Efficiently
• Capital Appreciation
• Purchasing Power
• Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

3:57 - Life's Considerations

6:02 - Intentional Living

9:30 - Retirement Goals

15:01 - Dream Lifestyle

16:55 - Assets

19:24 - Saving & Investing

21:22 - Aligning Your Financial Goals

LET'S CONNECT!

James

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Scott

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