Category: Goals & Planning

2024 Financial Goals – April Update

Posted on April 9, 2024 by | 55 Comments
2024 Financial Goals – April Update Hey Folks,  To keep me honest but also focused, I post my financial goals on My Own Advisor. One thing I’ve learned over the years is I have a much better chance at realizing my/our…
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2024 Financial Goals

Posted on January 2, 2024 by | 20 Comments
2024 Financial Goals Welcome to our 2024 financial goal-setting post along with a recap of our 2023 goals. Happy New Year! I hope 2024 is a healthy and prosperous one for you and your family… 2023 Goals Recap Before we…
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2023 Financial Goals – September Update

Posted on September 6, 2023 by | 27 Comments
2023 Financial Goals – September Update “Enjoy your journey as much as the destination.” – adapted from Marshall Sylver. Welcome to our September update for our 2023 Financial Goals. Enjoying the journey Related to the quote above, I/we try and…
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2023 Financial Goals – May Update

Posted on May 9, 2023 by | 14 Comments
2023 Financial Goals – May Update “Life is about accepting the challenges along the way, choosing to keep moving forward, and savoring the journey.” ― Roy T. Bennett, Thought Leader, Author: The Light in the Heart Indeed. Welcome to our May…
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2023 Financial Goals

Posted on January 17, 2023 by | 31 Comments
2023 Financial Goals “I think goals should never be easy, they should force you to work, even if they are uncomfortable at the time.” – Michael Phelps. Ya, I’ve used this quote before and it’s a great one! I’m never…
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2022 Financial Goals – December Update

Posted on December 1, 2022 by | 13 Comments
2022 Financial Goals – December Update Welcome to my latest and final update on our 2022 financial goals. Source: The Behavior Gap 2022 Financial Goals For any non-subscribers (yet!) to my site, here is a screenshot from our actual written…
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2022 Financial Goals – September Update

Posted on September 12, 2022 by | 15 Comments
2022 Financial Goals – September Update Welcome to my latest update about our 2022 financial goals, this is my update for September. 2022 Financial Goals For any non-subscribers (yet!) to my site, here is a screenshot from our actual written…
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2022 Financial Goals – June Update

Posted on June 20, 2022 by | 15 Comments
2022 Financial Goals – June Update Welcome to my latest update about my 2022 financial goals, this is my update for June. A countdown to semi-retirement if you will… 2022 Financial Goals For any non-subscribers (yet!) to my site, here…
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2022 Financial Goals – March Update

Posted on March 28, 2022 by | 18 Comments
2022 Financial Goals – March Update Welcome to an update on my 2022 financial goals, a countdown to semi-retirement. 2022 Financial Goals A reminder to readers we defined our semi-retirement goals a few years ago as part of this Financial…
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2022 Financial Goals

Posted on January 12, 2022 by | 34 Comments
2022 Financial Goals Well, wasn’t 2021 interesting??? Welcome to my 2022 financial goals, a countdown to semi-retirement edition. Maybe. Hopefully! I certainly can’t say if 2022 will be better than 2021, and even 2020 in our pandemic context, but it…
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10 ways to master your money

Posted on September 21, 2021 by | 20 Comments
10 ways to master your money Regardless if we’re talking personal finances, I believe true success usually comes from taking meaningful action and simply trying again and again. Lessons don’t always stick unless you make a few missteps along the…
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2021 Financial Goals – August Update

Posted on August 9, 2021 by | 19 Comments
2021 Financial Goals – August Update “You are never too old to set a new goal…” “When you’re young, you don’t learn to walk unless you fall over.” “If something is important enough, even if the odds are against you,…
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5 ways to track your financial journey

Posted on July 5, 2021 by | 4 Comments
5 ways to track your financial journey The following is a guest post from youngandtheinvested. As passionate readers of My Own Advisor we know it takes some effort to track your financial journey. But you don’t have to start it…
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2021 Financial Goals – May Update

Posted on May 25, 2021 by | 37 Comments
2021 Financial Goals – May Update Success….time to go and get after it! For years on this site, I mean many years, we’ve set financial goals to keep ourselves accountable. In 2021, that tradition continues… Our goals were rather simple…
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2021 Financial Goals

Posted on January 11, 2021 by | 27 Comments
2021 Financial Goals Another year, another round of goal setting! Let’s get after it! Financial goals – our power is in the “why” For years on this site, I mean years, we’ve set financial goals to keep ourselves accountable. 2021…
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2020 Financial Goals – December Update

Posted on December 21, 2020 by | 26 Comments
2020 Financial Goals – December Update When it comes to goals, I once read the following: “Set goals that both excite you and scare you at the same time.” The reasoning behind that is simple: goals should motivating and somewhat…
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Financial Independence Update – October 2020

Posted on October 13, 2020 by | 29 Comments
Financial Independence Update – October 2020 The ability to eventually work on my own terms. Welcome to my latest financial independence update.  Work hard but stay balanced. Stay the course too. Enjoy the journey. Time flies when you’re… Hard to…
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2020 Financial Goals – September Update

Posted on September 1, 2020 by | 30 Comments
2020 Financial Goals – September Update When it comes to goals, I once read the following: “Set goals that both excite you and scare you at the same time.” The reasoning behind that is simple: goals should motivating and somewhat…
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2020 Financial Goals – May Update

Posted on May 26, 2020 by | 18 Comments
2020 Financial Goals – May Update Hey Everyone, Welcome to another goals update. “You have to set goals that are almost out of reach. If you set a goal that is attainable without much work or thought, you are stuck…
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2020 Financial Goals

Posted on January 13, 2020 by | 57 Comments
2020 Financial Goals Another year, another round of goal setting! I figure if you never have an end in mind you’ll never get to where you want to be. For years on this site, I mean years, we’ve set financial…
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