Setting Investment Goals
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Setting Investment Goals
Are you truly wealthy, or just working harder to get rich? If you’re exhausted chasing bigger paychecks and juggling countless properties, it’s time to ask yourself: Is there a better way?
This course isn’t just about amassing more rental properties; it’s about building a smarter portfolio with quality investments that reduce stress, free up your time, and help you achieve your financial goals.
Led by best-selling author and real estate expert Jason Kogok, this course dives into proven strategies for building wealth sustainably:
- Set and achieve meaningful financial goals that bring true security.
- Learn how to leverage appreciation, passive cash flow, equity paydown, tax benefits, strategic use of leverage
- Master the art of balancing offensive and defensive investing strategies for any market condition.
Setting Investment Goals: A Roadmap to Financial Success
Whether you're investing in stocks, real estate, or retirement funds, having clear goals is essential for long-term success. Proper planning helps you stay focused, measure progress, and make smarter financial decisions.
1. Why Set Investment Goals?
✅ Provides Direction – Know exactly what you're working toward.
✅ Keeps You Motivated – Track milestones and celebrate progress.
✅ Reduces Impulsive Decisions – Avoid emotional investing.
✅ Improves Risk Management – Align investments with your risk tolerance.
2. Types of Investment Goals
- Short-Term Goals (1-3 Years)
- Building an emergency fund
- Saving for a vacation or down payment
- Short-term stock or bond investments
- Medium-Term Goals (3-10 Years)
- Buying a home
- Funding education
- Starting a business
- Long-Term Goals (10+ Years)
- Retirement planning
- Wealth preservation
- Generational wealth (trusts, inheritance)
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