In this chapter, the importance of setting specific goals and creating a clear vision for achieving them is discussed. It highlights how having a clear vision helps individuals override impulsive spending and motivates them to save for the future.
Dr. Charles and Dr. Brad begin the show by talking about motivation and how it impacts client behavior. They then outline 4 things every planner should know about both setting goals as well as ways of helping clients stay focused on their goals (and the client-planner relationship). As usual, they sprinkle-in some bad jokes throughout the episode.