How to Set Financial Goals with Laura Newman

💸It’s time to Spring clean your finances! Today's episode focuses on setting financial goals for yourself. Only one in six Brits (17%) confess to having no defined financial goals, and 80% haven't discussed their financial goals with their bank.

Laura Newman, Head of NatWest Premier Financial Planning, shares insights and tips on the timing of setting financial goals. She suggests now is a good time for a financial Spring cleaning, eliminating unnecessary direct debits and subscriptions while focusing on clear future objectives.

We discuss how to set financial goals, prioritise them, and determine when to review them. We explore the importance of designing the life you want to live.

SPONSOR

Thank you to our partner NatWest Premier. Whether it's discovering ways to make your money grow, or planning your next new goal, your Premier Manager will help take your money to the next level so that it serves all your needs.

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Previous podcast episodes with Laura:

Securing your financial future in 2024

Why do we keep salary secrets?

DISCLAIMER

We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.

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