Setting and creating a plan to accomplish your goals can greatly increase your chances of being successful with your desired outcome, but too often, people feel like goal setting is pointless or don’t end up not sticking with it.
In this episode, I talk to Certified Financial Planner Matt Miner about how you can take your goals to the next level, how to stay with them, and the resources and techniques to use.
Matt is the founder & CEO of Miner Wealth Management, an independent, fee-only, fiduciary advisor headquartered in Raleigh, NC.
Matt works with MBAs, entrepreneurs, and high-income professionals who want to build wealth and not get killed on taxes. He hosts the Work Pants Finance podcast, where you can listen in on conversations about life and money.
Matt earned his MBA at Duke’s Fuqua School of Business, where he racked up an impressive (depressing?) $225,000 in grad school debt. Boo student loans!
Matt and his wife Charity repaid their debt in about three years and went on to learn all they could about money. Through that journey, Matt became interested in helping people with personal finance and wealth management, and in 2018 he left traditional corporate work to become a fee-only advisor. Matt launched Miner Wealth Management in August 2021.
Thank You
Support for the Military Money Show is provided by Navy Federal Credit Union where their members are their mission. If you’re trying to pay down credit card debt or make home improvements, Navy Federal has ways to help that work with your budget and goals. They offer a low intro APR on balance transfers with their Platinum Credit Card which can help with paying down high-interest credit card debt. They also offer a home equity line of credit that can give you convenient access to funds when you need them for home improvement projects. You can learn more at navyfederal.org.Setting Next-Level Financial Goals Episode Details
- Deciding if goal setting is pointless
- How to find focus
- The power of leveraging habits
- Steps to staying committed to goals
- Using negative consequences to your advantage
- The difference between personal and financial goals
- How to start setting goals right
Setting Next-Level Financial Goals Resources
- Miner Wealth Management
- Matt’s disclosure: Matt Miner is a fee-only, fiduciary financial advisor and Founder & CEO of Miner Wealth Management, a North Carolina Registered Investment Advisor where Matt provides personalized, unconflicted, advice to clients for a fee. Matt is a Certified Financial Planner Professional and holds a Series 65 securities license. He earned his bachelor’s degree in Finance from Arizona State University, and his MBA from Duke University’s Fuqua School of Business.
- Work Pants Finance
- The 12 Week Year by Brian P. Moran
- Miracle Morning by Hal Elrod
- Eat That Frog by Brian Tracy
- Total Money Makeover by Dave Ramsey
- Intusla
- Marianne Evans/EGE Writers
- The Psychology of Money by Morgan Housel
- The Neuroscience of Goals and Behavior Change
MilMoneyCon23
MilMoneyCon is the annual event for financial professionals united by military service. Its mission is to bring service members, veterans, and military spouses together to build and progress their careers, continue their education, and grow their earning power as practicing or rising financial professionals. MilMoneyCon23 is happening April 27-29, 2023, in Nashville, TN. Attending the annual conference gets you connected with the biggest community of military financial planners, coaches, counselors, candidates, and educators. It’s a place to find employment and money-making opportunities, increase earning power, and continue your education. Reserve your pass at https://milmoneycon.com. Reserve your hotel room here. Change the arrival and departure date to April 27-30, 2023, for the discounted room rate.Got Money Questions?
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