Goals, Plan, Tactics: Most People Do It Backward


Most people build their financial plan backward.

In this episode of the Measure Success Podcast, I sit down with Mando Sallavanti, CFP, certified exit planning advisor and founder of Freedom Path Wealth, to discuss why goals have to come before tactics, how to give yourself permission to actually spend the money you worked for, and what really changes a client's behavior.

We cover:

• Why the order is goals, then plan, then tactic — and what breaks when you flip it

• Level one goals versus level two goals, and why most people stop at level one

• The 4% rule, and why people with millions still feel scared to spend

• Never letting the tax tail wag the dog — Section 179, cost segregation, and deferrals

• How Mando built 50,000+ LinkedIn followers one relationship at a time

Watch the full episode and ask yourself: are you choosing tactics, or working toward a goal?

Connect with Mando:

LinkedIn: https://www.linkedin.com/in/sallavanti/

Facebook: https://www.facebook.com/mando.sallavanti

Instagram: https://www.instagram.com/moneywithmando/reels/

Website: https://freedompathwealth.com/

 


Check out this episode!

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