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Financial Wisdom with Jake and Lincoln: A Conversation

Financial Wisdom with Jake and Lincoln: A Conversation

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Setting Financial Goals and Building a Supportive Community


In this episode of the Money Podcast with Jake and Lincoln, the hosts reflect on how their year is starting. They stress the importance of budgeting, especially as they enter a busy business period, and discuss their personal goals for the year. They also address goal setting in general, suggesting that any goals set should be measurable and backed by a plan for achievement. The hosts then consider the importance of community in pursuing personal development, indicating that the people one surrounds themselves with can greatly influence one's success. Among other topics, they consider the impact of associating with individuals who are financially more successful in order to learn and grow. The discussion also touches on the importance of recognizing and learning from financial shortcomings.


00:00 Introduction and Catching Up

00:33 Holiday Recap and New Year Plans

01:47 Goals for the New Year

03:18 Financial Wellness Course Introduction

05:11 Importance of Goal Setting

07:01 Facing Financial Reality

10:35 The Fight or Flight Response in Financial Planning

12:33 Admitting Ignorance and Seeking Knowledge

12:59 The Importance of Understanding

14:18 The Journey of Learning and Growth

14:25 The Wisdom of Youth and the Humility of Age

16:26 The Power of Community and Learning from Others

19:06 The Role of Community in Financial Success

20:10 The Importance of Surrounding Yourself with the Right People

24:30 Understanding the Purpose of People in Your Life

26:22 Closing Thoughts on Money and Personal Growth


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E-mail: JakeandLincoln@gmail.com

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