Podcast Episode 11: How to Get Where You Want to Be

by Financial Design Studio, Inc. / February 20, 2023
Jake Turner, Financial Planning Associate, & Michelle Smalenberger, CFP
Jake Turner, Financial Planning Associate. & Michelle Smalenberger, CFP

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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