On this podcast, we use the same financial tools you already know to help set you free. Free to do what you want with your time, with your money, and with your energy, free to live your life the way you have dreamt about. We will talk about wealth knowledge, personal reflections, and the financial industry news of the day.
Episodes
Wednesday May 31, 2023
Wednesday May 31, 2023
Mary and Eric discuss financial scorecards using mindset, strategy, and tools to help establish a financial roadmap based on personal values, success, and happiness principles. It’s hard to be patient without a plan, and by building a tailored scorecard, you can more easily track progress towards your end goals.