Wednesday Jan 08, 2025

39. A Financial Family Roadmap for 2025 with Trent Booth and Nate Wagner

Welcome to another inspiring episode of the Envizion More Podcast! In this episode, Wayne Wagner dives deep into the art and strategy of financial vision casting as a family. Learn how to collaboratively plan your year ahead, set financial goals, and align your family's values with practical steps for a prosperous future.

Download the PDF Discussion Guide: https://www.vizionarywealth.com/mapping-2025 

What You'll Learn in This Episode

  • The six key areas of financial planning to evaluate annually, including healthcare, income, and investments.
  • How to normalize conversations about financial fears, net worth, and personal growth.
  • The importance of defining family goals and fostering accountability for a stronger financial future.
  • Practical strategies for tax planning, investments, and managing good vs. bad debt.
  • Ways to involve your family in meaningful discussions and set long-term multigenerational goals.

Episode Highlights

  • [00:02:00]: The "Six Worlds" of financial planning – from healthcare to investments to legacy.
  • [00:05:00]: How to calculate net worth and use it to shape your financial strategy.
  • [00:15:00]: Why reviewing estate plans and beneficiary designations is critical.
  • [00:25:00]: Transforming annual financial planning into a family tradition with actionable insights.
  • [00:40:00]: Setting clear goals for personal and professional growth while fostering accountability.

Your 2025 Financial Challenge (Downloadable Planning Questions)

This year, set aside time to create a financial vision for your family. Use Wayne's 10 annual questions to review your budget, income sources, and net worth. Then, outline goals to reduce debt, grow investments, and build a legacy.

To download Wayne’s Guide to Annual Planning for Families, visit this LINK

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

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