It's that time of year when everybody's enthused about closing down the old year and bringing in the new! And who better to help us with that process than my business partner and life partner, Rich Fettke. At the end of each year for many years now, Rich has led a focused investor exercise in two parts – one to assess and close out the old year and the other to set goals for the upcoming year.   In this episode, Rich will give us some background on what it takes to be a focused investor, which, in the most simplified terms, is getting clear, or focused, on what you really want, and then making a commitment to stay on track with your goals. But it isn't just for investing. It's for any kind of goal you'd like to attain. He also talks about doable goals based on what he calls the Rule of Three. And he offers suggestions as to the kinds of goals that will really move your life forward.    This interview coincides with two “Focused Investor” webinars that will actually guide you through the exercises. He’s already done the first one, which you can watch as a replay at realwealthshow.com under the Learn tab. The second one is scheduled for January 4th so you can sign up for that and participate with Rich. We send out emails with a link to register, so be sure you are on our email list. Or, if you miss it, you’ll be able to watch a replay of that as well at realwealthshow.com under the Learn tab/Webinars.   We are also offering a 2024 Goal Setting Retreat at our home in Malibu from January 26th through January 28th. It’s a supercharged version of the “Focused Investor” experience with a maximum of 14 people in the group. You can find out more about that at www.malibumastermind.com.  

If you’d like to create your own plan for financial freedom, please be sure you sign up for a RealWealth membership. It’s free to join and will provide you with lots of information on how to do that. And to help us get noticed, please subscribe to this podcast and submit a review! You can also subscribe to our YouTube channel which features a video version of the Real Wealth Show. You can watch this episode on YouTube here.