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When a short term goal such as child's education is achieved, transfer the allocation to achieve another goal such as retirement plan.
Track your goals to see the status of how far you are on reaching them.
Some goals and aspirations have sentimental value attached. Talk to your advisor about how to best adapt them.
Good insights. Shabbir shows us that the success of financial planning just doesnt lie with the financial planner alone, while 50% lies with the finplanner, the other 50% lies with the investor.
Key takeaway: dont listen to hear, listen to understand!
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