financial goals
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Financial Sense¢: End of Year Money Moves
Don’t wait until tax season to start thinking about your taxes! By then, it may be too late to claim valuable deductions and credits. Join Chris Peterson, AFC®, Kane Brolin, CFP®, and Cody Bair, CPA®, as they share expert insights on strategic steps you can take before the end of the year to ensure you’re…
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FAQ: Knowing What You Want – The Key to Financial and Personal Growth
As an Accredited Financial Counselor (AFC®), one of the most fulfilling aspects of my work is helping people achieve their financial goals. Whether it’s buying a home, retiring comfortably, or simply gaining control over day-to-day expenses, seeing someone succeed is incredibly rewarding. But here’s the thing: to reach any goal, you first have to know…
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Wednesday Workshop: Funding Our Goals
This week’s workshop was all about things we could do to help fund the goals we created at the begining of the month. Recording Guest members and site visitors will need to upgrade or create an account to get access to this recording. To enjoy this content, simply sign up for a Penny Forward…
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Take Charge of Your Financial Destiny: Set Goals, Smash Limits!
A Message from Penny Forward Founder and CEO, Chris Peterson Listen up, Penny Forward members! As we wrap up our workshops on setting new goals for 2024, let’s get real about the powerhouse move that’ll transform your finances: setting goals that light your fire and propel you toward greatness. Yeah, you heard me right—your goals…
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Wednesday Workshop: How Can I Afford This?
This week’s workshop was about how we can budget for the SMART goals that we have made. We took a look at changing the way we think of budgeting by going from a full amount, to the yearly, monthly, weekly, and even daily amount, to help us be more comfortable with whichever spending plan works…
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Wednesday Workshop: Smart Goals
Missed the Workshop on SMART Goals? On Jan 17th. We discussed… The art and science of setting SMART goals. We started off with quick introductions and talking about our visions for our lives. Then we discussed SMART goals. Finishing up, we talked about turning our visions into SMART goals. Our monthly and yearly members have…
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Wednesday Workshop: Vision Boarding
Missed the Call? Our paying members have access to the recording. To enjoy this content, simply sign up for a Penny Forward membership. If you’re already a member, just log in using the form below. We’re excited to have you on board!
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Wednesday Workshop: Let’s Talk Passion and Paychecks!
Let’s Talk Passion and Paychecks! We were pumped to invite you to this week’s Wednesday Workshop—our favorite time to chat, connect, and cook up some cool ideas. The previous week, we dished about things that made us cringe enough to break out the wallet. Now, we flipped the script! This Wednesday, it was all…
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Wednesday Workshop: 4th Quarter Mid Quarter Check in
You joined us for our mid quarter check in. This was an opportunity for us to help our members make SMART goals and see how things are going on the goals you have already created. This time we talked a lot about the moving process and air travel. Missed the call? as a…
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Wednesday Workshop: Mid Quarter Check In
3rd Quarter, Mid Quarter Check in You joined us this week for our mid quarter check in. This was an opportunity for us to help our members make SMART goals and see how things are going on for the goals you have already created We will be sending out an extra email this week with…