Learn how you can protect your loved ones financial abuse and how to minimize the damage if it happens! Financial Scams and Protecting Your Family A few years ago, my husband’s nana had sent over money to a scammer pretending to be him. She had thought he needed help and so she generously sent it […]
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Learn how you achieve your goals as a couple even if you have a limited budget right now. Stuart Ritter VP of T. Rowe Price‘s Investment Services shares how you can effectively create goals, figure out what investment or savings account is right for you, and how to compromise when you two can’t agree on goals.
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Defining Your Goals and Dreams as a Couple
Do you want buy a house or start a family? Do you want to own your business or travel more?
Most people I talk to have several dreams,plans, goals, whatever you want to call them.
Once you get started it can be hard to stop. But you know what’s really difficult? Get started.
There are a ton of reasons, but a reality most of us have to deal with is….we’re don’t the money to do it all.
If that sounds like you, I think today’s show will be a huge help. We’re discussing:
- how to define our goals effectively so we can actually achieve
- how to figure out where to keep your money for these goals
- how to tackle personal goals when the two of you don’t agree
Helping us out is Stuart Ritter. He’s a financial planner and Vice President of T. Rowe Price’s Investment Services.
Resources to Help You Reach Your Goals
Whether it’s a joint or personal goal, there are handy resources available to help you two achieve your dreams.
- Should I Have a Roth IRA?
- How Our Financial Goals Followed Our Family
- What’s Your One Page Financial Plan?
Your Goals and Dreams
What do you two want to accomplish before the year is over? What are you hoping to achieve next year?