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YIS Module 1 - Lesson 3
Transcript of YIS Module 1 - Lesson 3
In this lesson you will learn how to apply the S.M.A.R.T. strategy of goal setting to your financial goals. You will discuss your goals for retirement and wealth creation and learn how S.M.A.R.T. goals can help you achieve your short and long term financial goals.
At the conclusion of this lesson, you should:
Gain an understanding of long term retirement goals.
FIVE STEPS TO FINANCIAL FREEDOM
DEVELOPING A FINANCIAL PLAN
Curriculum, videos and lesson plans.
YIS Glossary of Terms
For stock charts and basic company information.
The Early Investor (YIS Edition): How Teens & Young Adults Can Become Wealthy
Online portal of stock research reports.
Great daily content and stock picks.
on the blue rectangles to get the website and description of the resource
after watching a resource to return
to continue with the Prezi
Create a list of S.M.A.R.T. goals.
do you think you need to make to be considered wealthy?
Make a List: What Are the Reasons
Why You Want to
At what age they would like to
do you think you need to retire?
what some of your goals are
How realistic are your goals?
How you went about setting your goals?
How will you know when you have attained them?
Clearly defined and described in detail
Track your progress toward a definite endpoint
Realistic and reachable
To your specific needs and values
Subject to a clear deadline
for Establishing Goals
your goals according to how long it will take to meet each goal.
the cost of each goal.
how much you need to set aside each period.
a schedule for meeting your goals.
For basic stock concepts.