Podcast Episode 11: How to Get Where You Want to Be
by Financial Design Studio, Inc. / February 20, 2023
Where do you want to be with your finances? Do you have what it takes to get there? Sometimes you might not even recognize what your true goal is, much less how to achieve it. In this episode, Jake and Michelle take a high level view of how goals work, how to reach them, and how this applies to your personal finances.
Behind the Designs Ep 11 : How to Get Where You Want to Be
LISTEN TO THIS EPSIODE HERE (or where ever you stream your podcasts!)
Key Moments
3:01 – How do New Year’s resolutions get us where we want to be?
5:02 – What role does planning actually play?
9:08 – Do you know your why?
11:40 – How do you find clarity?
14:38 – How do you find clarity for your money?
17:45 – Is clarity all you need?
21:30 – How does confidence help you?
23:55 – What does it look like to achieve your goals?
Links for This Episode
Learn how to calculate and build your net worth.
Watch this video to better identify your financial goals.
Check out our article about investing in 2023.
Read how our financial planning services create clarity for your finances.
Stay Connected!
If you want to hear even more episodes, like “How to Get Where You Want to Be,” be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about certain topics. We’ll see you in the next episode.
Credits for Episode 11
Executive Producer : Anna Lewis
Host : Michelle Smalenberger, CFP
Guest : Jake Turner
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Recommended Reading
Episode 42: Start with Why: Trevore’s Story
In this episode, we interview the COO of FDS. We explore Trevore's story, what he cares about, and how he stays balanced.
Episode 41: How to Set Goals (You’re Already Succeeding)
Doing the "right things" isn't always enough. In this episode we talk about how defining what you want matters for how to set goals.
Financial Design Studio, Inc.
We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.