Saturday, May 21, 2022

Inside Tricks for Reaching Your Financial Goals

Shield

AN OXFORD CLUB PUBLICATION

Wealthy Retirement

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Let Me Help You Reach Your Financial Goals

Kyle Wehrle, Assistant Managing Editor, The Oxford Club

State of the Market video on YouTube
 

What are your investing goals?

To be a successful investor, you need to be far more specific than "I want more money."

In this week's State of the Market, Chief Income Strategist Marc Lichtenfeld imparts his own financial goals that have helped him stay motivated and successful.

Because maybe you're working toward an early retirement...

A lavish getaway...

Or a child's education.

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Either way, you need to start somewhere - and the sooner you do it, the better you'll feel.

The numbers demonstrate the success of having a well-thought-out financial plan...

According to a recent study by Charles Schwab, just 1 in 3 Americans has a written out a financial plan and thoroughly mapped out their goals.

And meanwhile, 65% of investors who plan out their finances feel financially stable, as compared with just 40% for non-planners.

So don't waste any time - join Marc in this week's episode for inspiration and start feeling better knowing you have a direction for your wealth-related dreams.

Good investing,

Kyle

Watch This Week's Episode

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