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Goals vs. Priorities: The Financial Planning Mistake High Earners Make | Ep. 2
Most financial advisors ask about your goals. We think that's only half the conversation. The other half? Your priorities — and knowing the difference could change everything about how you plan your financial future.
In this episode, Gideon Drucker and Jordan Haines break down:
- Why goals alone aren't enough to build a real financial plan
- How to identify your non-negotiables (and why they matter more than your goal list)
- Why financial planning is really just managing trade-offs
- The psychology behind why we focus on small changes instead of the big decisions
- Real client stories: from…
The skinny
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