Setting Reasonable Financial Goals

Rock on Retirement

On this episode of Rock On Retirement, Coach Pete talks about the importance of having a realistic view of money and reaching financial goals. This conversation explores 18 common misconceptions about money. The first misconception is that having more money will make you happier, but research shows that there is only a weak link between money and happiness. Other misconceptions include the belief that money can buy health or solve relationship issues. It's important to understand how to allocate your funds to cover your needs, wants, and future aspirations to feel more in control of your finances.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.

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1. 2024-05-04 ROR SEG 4 (00:00:00)