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Merry Christmas from The Money Multiplier

New Years Goals and the Gift of Peace of Mind

With New Years right around the corner, this is one of the best times of year to reassess your finances and set goals. 

Where are you at?

Where do you want to be?

Have you made progress? 

How can you start or continue to make progress?

A great starting place

It’s a great practice to start the tradition of having a money meeting with your spouse at least once per year (and possibly even your kids if you think it’s relevant to them). Ask the hard questions, dig deep, get on the same page with the past and the future goals. If one of you isn’t on board, it’s very unlikely you’ll meet your goals for a couple reasons:

Your spouse won’t know the end goal and may derail your efforts unknowingly,

Or you’ll lose sight of your own goals and not have someone to keep you on track.

Goal setting

A great way to reach your goals with your money is by committing to pay yourself first. The best way to do this is to have a banking system working on your behalf. If you don’t already have a banking policy yet, assess whether this is the year and what that will take for you to start.

Many of you may already have policies. But when will it be time for a second, a third, a forth, and so on? Set these goals, too, and work towards them. Remember, the more money you have in these policies, the more you benefit, especially heading into whatever economy lies ahead.

And the best thing you can do is give yourself and your family the gifts of peace of mind, of financial freedom, and of a better quality of life. Lucky for you, it’s all wrapped up into one thing we call Infinite Banking.

Merry Christmas to you all and have a Happy New Year.

When you’re ready to get started on creating your financial legacy or if you have more questions, most questions can be answered by watching this video. Start there and then schedule a consult with my team when you’re ready to begin.

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