How to Set and Attain Your Financial Goals

Reading Time: 2 minutes In this episode, we had the pleasure of interviewing Bethany Winston, owner, and Editor-in-Chief of Kidding Around Greenville, as she shares valuable insights on setting and attaining financial goals.

Personal and Business Financial Goals

Bethany opens up about her personal financial goals, which include purchasing a home with her husband. After living in church housing for 14 years, they finally achieved their dream of buying a house next to their closest friends. Additionally, Bethany and her husband aspire to secure a comfortable retirement without burdening their children with financial responsibilities, including providing debt-free college education. On the business front, Bethany discusses the rebranding of her company as “Kidding Around Media.” Her future plans entail expanding the brand beyond Greenville, aiming for Columbia, Charleston, and Charlotte. However, she recognizes the importance of maintaining the quality of content across cities and is open to adjusting expansion plans to ensure a healthy work-life balance.

The Importance of a Written Financial Plan

Bethany’s journey highlights the significance of having a written plan to achieve financial goals. As we often say at Intelligent Investing, “if you fail to plan, then you’re planning to fail.” We understand the value of a well-structured financial plan for our high-net-worth clients, revisiting it annually to ensure they stay on track. At Intelligent Investing, we leverage our proprietary Intelligrations® to seamlessly integrate our clients’ financial lives. By organizing their financial details into a one-page integrations report, we simplify their journey towards financial success. Our goal is to minimize financial stress and maximize the quality of life for our clients. Schedule a short discovery call or meeting We’ll be interviewing Bethany on several podcasts regarding markets, passive investing, and diversification, so be sure to subscribe to our Intelligent Money Minute podcasts.

Bethany Winston Bio

Bethany Winston is the owner and editor-in-chief of Kidding Around Greenville & Kidding Around Spartanburg. She enjoys exploring parks, discovering local events, and meeting the people who make Greenville an amazing place to live. Kidding Around Greenville is known for tapping into the heart of Greenville and bringing readers firsthand reviews of the best things to do and see in the Upstate and Southeast region. Readers use Kidding Around® to find things to do, places to visit, and businesses and resources they need, helping them to make wonderful memories with their families. Credits: This blog was written in part by ChatGPT, an AI language model developed by OpenAI. The content of this blog reflects the knowledge and opinions of ChatGPT, may or may not reflect the knowledge and opinions of Intelligent Investing, and is protected by copyright laws. Please do not reproduce or distribute without giving proper credit to ChatGPT and OpenAI.