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023 – How to Balance Short-Term vs Long-Term Goals

Real Personal Finance Podcast

023 – How to Balance Short-Term vs Long-Term Goals

  • Understand the purpose of what you’re saving for
  • Know your short to medium term goals 
    • Emergency Fund
    • Home purchase fund
    • Other goals? Travel, new car, etc…
  • Start with the short-term goals. Can you save enough to these goals and still save enough for your retirement needs? If so great. If not then something needs to give.  
  • General guidelines:
    • If you have a 401k match, take it.
    • Make sure you have an emergency fund

LET’S CONNECT!

James

Scott

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