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5 - Fuel for Your Plan!

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Content provided by Greg Carroll - Legacy Financial Coaching. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Carroll - Legacy Financial Coaching or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Beyond the Budget – Episode 5: Fuel for Your Plan

🎙️ Host: Greg, Your Legacy Coach

⏱️ Duration: 10-12 minutes

Episode Overview

In today’s episode, we’re talking about the fuel that drives your financial plan—setting financial goals. Without clear goals, your budget is just numbers on a page. But with goals? It becomes a powerful tool to help you achieve the life you want.

Did you know that people who set clear financial goals are 10 times more likely to succeed? 🚀 If you’ve ever felt like financial planning is overwhelming, this episode will give you practical steps to set, break down, and achieve your financial goals.

What You'll Learn:

✅ Why people resist setting financial goals (and why that mindset is holding you back)
✅ How goal-setting reduces financial stress and increases motivation
✅ The SMART Goals framework for effective financial planning
✅ How to break big financial goals into actionable steps
✅ Real-life examples of people achieving financial freedom through goal setting

Key Takeaways:

📌 "A goal properly set is halfway reached." – Zig Ziglar
📊 59% of Americans can’t cover a $1,000 emergency expense—but small financial goals can change that
💰 A goal-driven budget gives you MORE freedom, not less!
🔹 The SMART Goals formula: Specific, Measurable, Achievable, Relevant, Time-bound
📖 Story Time: How setting an emergency fund goal has helped over 100 Financial Peace University students take their first step toward financial freedom

Action Step:

Write down one SMART financial goal today. Just one! Then, share it with a trusted friend, spouse, or accountability partner. Accountability is the key to success!

Resources Mentioned:

📊 Bankrate Emergency Savings Study → Read More
📈 CNBC Financial Stress Survey → Read More
📖 92% Don't Achieve Goals. Learn What the Other 7% Do. → Learn More
📲 Need help creating your financial plan? Schedule a free strategy session with me! Click Here

Next Episode: Building Your Emergency Fund

How much do you really need? How do you start? I’ll break it all down in next week’s episode. Subscribe now so you don’t miss it!

🎧 Enjoyed this episode? Subscribe, leave a review, and share it with someone who needs financial freedom!

💡 Be Free. – Greg, Your Legacy Coach

#BeyondTheBudget #MoneyManagement #FinancialFreedom #LegacyFinancialCoaching

Follow Me Here:

https://www.facebook.com/1legacyfinancialcoach

https://www.instagram.com/legacyfinancialcoach

https://x.com/1legacycoach

https://www.youtube.com/@legacyfinancialcoach

Website: https://www.legacyfinancialcoach.com/

  continue reading

7 episodes

Artwork
iconShare
 
Manage episode 466855888 series 3634440
Content provided by Greg Carroll - Legacy Financial Coaching. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Carroll - Legacy Financial Coaching or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Beyond the Budget – Episode 5: Fuel for Your Plan

🎙️ Host: Greg, Your Legacy Coach

⏱️ Duration: 10-12 minutes

Episode Overview

In today’s episode, we’re talking about the fuel that drives your financial plan—setting financial goals. Without clear goals, your budget is just numbers on a page. But with goals? It becomes a powerful tool to help you achieve the life you want.

Did you know that people who set clear financial goals are 10 times more likely to succeed? 🚀 If you’ve ever felt like financial planning is overwhelming, this episode will give you practical steps to set, break down, and achieve your financial goals.

What You'll Learn:

✅ Why people resist setting financial goals (and why that mindset is holding you back)
✅ How goal-setting reduces financial stress and increases motivation
✅ The SMART Goals framework for effective financial planning
✅ How to break big financial goals into actionable steps
✅ Real-life examples of people achieving financial freedom through goal setting

Key Takeaways:

📌 "A goal properly set is halfway reached." – Zig Ziglar
📊 59% of Americans can’t cover a $1,000 emergency expense—but small financial goals can change that
💰 A goal-driven budget gives you MORE freedom, not less!
🔹 The SMART Goals formula: Specific, Measurable, Achievable, Relevant, Time-bound
📖 Story Time: How setting an emergency fund goal has helped over 100 Financial Peace University students take their first step toward financial freedom

Action Step:

Write down one SMART financial goal today. Just one! Then, share it with a trusted friend, spouse, or accountability partner. Accountability is the key to success!

Resources Mentioned:

📊 Bankrate Emergency Savings Study → Read More
📈 CNBC Financial Stress Survey → Read More
📖 92% Don't Achieve Goals. Learn What the Other 7% Do. → Learn More
📲 Need help creating your financial plan? Schedule a free strategy session with me! Click Here

Next Episode: Building Your Emergency Fund

How much do you really need? How do you start? I’ll break it all down in next week’s episode. Subscribe now so you don’t miss it!

🎧 Enjoyed this episode? Subscribe, leave a review, and share it with someone who needs financial freedom!

💡 Be Free. – Greg, Your Legacy Coach

#BeyondTheBudget #MoneyManagement #FinancialFreedom #LegacyFinancialCoaching

Follow Me Here:

https://www.facebook.com/1legacyfinancialcoach

https://www.instagram.com/legacyfinancialcoach

https://x.com/1legacycoach

https://www.youtube.com/@legacyfinancialcoach

Website: https://www.legacyfinancialcoach.com/

  continue reading

7 episodes

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