Goals-Based Investing and The Power of Naming Your Investment Accounts

Wealth Decisions by Brian

In this week's episode, we're diving into a powerful approach to investing that's gaining traction among financial advisors and investors alike: Goals-Based Investing. We will discuss the "Power of Naming Your Financial Accounts" and how this can help you have a better chance to stay on track to reach all your most important goals.

Let's start with a fundamental truth: Money isn't just about numbers on a screen. It's about what those numbers can help you achieve in your life. According to research by SEI Investments, investors who align their portfolios with specific life goals are not only more likely to stick to their investment strategy during market volatility but also report higher satisfaction with their financial planning.

For a transcript of today's episode, go to:

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To explore the 3 Choices for Advice and Guidance go to:

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To see what it would look like to hire me as your fiduciary financial advisor go to:

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To schedule a Discovery Call go to:

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Brian D Muller(AAMS©), Founder, Wealth Advisor

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