Videos

Video thumbnail for How to Implement MoneyGuidePro's Budgeting Worksheets & Reports in Your Financial Goal Plan!
09:16
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How to Implement MoneyGuidePro's Budgeting Worksheets & Reports in Your Financial Goal Plan!

Let's go old school with this easily customizable budget tool! With a function similar to an excel spreadsheet, easily customize and compare budgets with this tool! ------------------------------------------------------------------------------------------------------------------------- If you have any questions or want to talk your financial ...
YouTube
· Sep 22, 2020
Video thumbnail for How to Set Financial Goals | Step-by-Step Guide | Money Instructor
03:17
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How to Set Financial Goals | Step-by-Step Guide | Money Instructor

Learn to build wealth and navigate your financial future by setting solid and achievable goals with our step-by-step guide. Covers everything from prioritizing objectives and creating SMART goals to budgeting and progress tracking. A lesson on shaping your financial future by understanding and implementing effective financial goal-setting. In ...
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· Sep 24, 2023
Video thumbnail for Budget Worksheets Free Printables
01:15
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Budget Worksheets Free Printables

I created these free printable budget worksheets to help you achieve your financial goals. There is no need to pay for printable budget sheets. Save your money and use these printables as a printable budget planner with no cost to you. Head over here for more info and free printables ... https://www.moneywisesteward.com/free-printable-budget ...
YouTube
· Nov 6, 2021
Video thumbnail for Lesson 2: Setting Your Financial Goals | Smart Money: Master Finance & Beginner Investing
02:40
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Lesson 2: Setting Your Financial Goals | Smart Money: Master Finance & Beginner Investing

Ready to stop guessing with your money and start working toward real financial success? In this lesson, we’ll show you how to set powerful financial goals using the SMART method—so you can finally take control of your financial future. Learn the difference between short-term, medium-term, and long-term goals Discover how to make your goals ...
YouTube
· 23 days ago
Video thumbnail for Financial Planning Worksheet Overview - UMass Boston
04:14
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Financial Planning Worksheet Overview - UMass Boston

UMass Boston Financial Aid Services provides Financial Planning Worksheets (FPW) to incoming students and their families to help them plan for the cost of a UMass Boston education. The FPW places your individualized financial aid eligibility in the context of tuition and fees so that you know what you would be expected to pay. The top of your ...
YouTube
· Jan 4, 2021
Video thumbnail for Do You Have the Right Financial Goals? Inspiring Examples to Help You Succeed! | Clever Girl Finance
07:18
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Do You Have the Right Financial Goals? Inspiring Examples to Help You Succeed! | Clever Girl Finance

Taking control of your finances and making a plan for your money is the best way to match your goals with your bank balance. Financial goals give you a reason to take charge of your money. In this video I break down some simple but extremely effective examples of financial goals to help you get started with setting your own! OTHER VIDEOS TO ...
YouTube
· Feb 18, 2024
Video thumbnail for 5 Steps to Set Financial Goals You’ll Actually Achieve THIS Year 💪 | Clever Girl Finance
08:11
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5 Steps to Set Financial Goals You’ll Actually Achieve THIS Year 💪 | Clever Girl Finance

New Year, New Money Goals! 💡 It’s a new year, and it’s time to set financial goals that align with your values and are achievable! In this video, I’m sharing 5 practical steps to help you set financial goals that you’ll actually stick to and achieve this year. 🎯 Make this year the one where you take control of your finances and ...
YouTube
· Jan 1, 2025
Video thumbnail for ️💰 Building a Budget and Planning Financial Goals: Q&A With a Certified Financial Planner
57:18
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️💰 Building a Budget and Planning Financial Goals: Q&A With a Certified Financial Planner

Expert tips on creating a budget, saving money, and planning for your financial future! Are you ready to take control of your financial future but are unsure where to start? Walks through the essential steps to set yourself up for financial success with Richard Amaechi, a Financial Consultant at Fidelity Investments, a Certified Financial ...
YouTube
· 13 days ago
Video thumbnail for 6 Essential Finance Tools | Financial Goal Setting : How to Plan Your Finance?
09:49
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6 Essential Finance Tools | Financial Goal Setting : How to Plan Your Finance?

In this video, I will share with you 6 such financial calculators that we ALL need in our day to day lives. We will understand how to use them, and also how they will help you make better choices with your finances. Join Learner's Community : https://www.youtube.com/channel/UCmfl6VteCu880D8Txl4vEag/join Calculators & Courses : https://www ...
YouTube
· Apr 18, 2024
Video thumbnail for 5 Essential Financial Goals To Achieve Before 30
12:05
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5 Essential Financial Goals To Achieve Before 30

Thank you to our friends at Empower for sponsoring this video! Click our link: https://bit.ly/EmpowerVincent to download Empower and get approved for the Empower Thrive line of credit. Thrive welcomes all credit scores with no money down and starts you off with a $200-$400 line of credit. Get access to the chance of building positive credit ...
YouTube
· Mar 31, 2024
Video thumbnail for 10 Steps to Creating a Solid Financial Plan | How to Take Action Now
06:44
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10 Steps to Creating a Solid Financial Plan | How to Take Action Now

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Having a solid financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. In this video, I'm breaking down just how you can go about ...
YouTube
· Jul 23, 2020
Video thumbnail for How To Write Smart Goals Effectively | Lifehack
04:39
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How To Write Smart Goals Effectively | Lifehack

By following a SMART goals template, you can establish a more concrete foundation of goal setting. It will ensure your goal is specific, measurable, attainable, relevant, and time-bound—attributes that cover the necessities of an effectively written goal. =====FOLLOW US===== Website: https://www.lifehack.org/ YouTube Subscribe: https://www ...
YouTube
· Jun 3, 2020
Video thumbnail for Mastering Your Finances: How to Set, Monitor, and Achieve Your Money Goals
01:33:53
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Mastering Your Finances: How to Set, Monitor, and Achieve Your Money Goals

💡 Are you struggling to stay on track with your financial goals? Setting financial targets is one thing, but consistently monitoring progress and making the right decisions is what leads to real success. In this insightful session, Kevin Augustine Abuka, Investment Advisory Manager at ASIGMA, shares practical, tech-driven strategies to help ...
YouTube
· Feb 27, 2025
Video thumbnail for A Complete Guide to Goal Setting
06:12
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A Complete Guide to Goal Setting

Full illustration: https://email.artofimprovement.co.uk/a-complete-guide-to-goal-setting Goal setting helps us create the markers and milestones along the way toward seeing our dreams come true. Goals give us momentum to push through the adversity we experience while chasing our dreams ...
YouTube
· Nov 11, 2018
Video thumbnail for How to achieve any goal using a goal planning worksheet
05:48
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How to achieve any goal using a goal planning worksheet

http://www.optimusperformance.ca/how-to-set-and-achieve-any-goal-using-a-goal-planning-worksheet-2/ Focusing on achieving one very high priority goal has great benefits because if you choose the right goal, you will achieve many sub goals as well. I will cover this in detail in this blog and video along with a step by step explanation of how to ...
YouTube
· Jan 16, 2013
Video thumbnail for Annual Goal Planner & Calendar Google Sheets Template | Complete Walkthrough Tutorial
13:01
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Annual Goal Planner & Calendar Google Sheets Template | Complete Walkthrough Tutorial

*ABOUT THIS VIDEO* In this video, we provide a comprehensive walkthrough of the Annual Goal Planner and Calendar Templates. You'll find a step-by-step guide on how to use the template, from setting up your goals to tracking your progress. 00:00 Introduction to the Goal Planner and Calendar Templates 00:17 Overview of Template Tabs 01:00 Setting ...
YouTube
· Dec 30, 2024
Video thumbnail for SMART Goals (Explained) - Specific, Measurable, Attainable, Realistic, Time-Bound
04:03
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SMART Goals (Explained) - Specific, Measurable, Attainable, Realistic, Time-Bound

“Smart goals” is a goalsetting framework introduced by George T. Doran in 1981. The acronym smart stands for specific, measurable, achievable, relevant, and time-bound. This framework ensures that goals are carefully planned and clearly defined, which improves the likelihood of success. This is an educational video intended to explain the ...
YouTube
· Nov 30, 2024
Video thumbnail for 17 Goal-Setting Worksheets & Templates to Help You Succeed
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17 Goal-Setting Worksheets & Templates to Help You Succeed

Set SMART goals, create an action plan to tackle them and then crush them using our customizable goal-setting worksheets and templates. Design tips included.
visme.co
· Jun 1, 2022
Video thumbnail for 2025 Goal Setting Planner Printable Worksheets Bundle | Yearly Goal Planner With Daily, Weekly, Monthly & Quarterly Goals | 12 Week Planner - Etsy
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2025 Goal Setting Planner Printable Worksheets Bundle | Yearly Goal Planner With Daily, Weekly, Monthly & Quarterly Goals | 12 Week Planner - Etsy

Boost your productivity with our Goal Planner Printables Package, designed to help you set and achieve your aspirations with precision. This comprehensive package includes planners for Daily Tasks, Weekly Goals, Monthly Goals, Quarterly Goals, Yearly Goals, and more, including a "My Goals" section, Monthly Reflection, and Goal Overview. Simply ...
etsy.com
· Dec 18, 2024
Video thumbnail for Setting SMART Goals - How To Properly Set a Goal (animated)
06:24
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Setting SMART Goals - How To Properly Set a Goal (animated)

If you want to succeed, you need to set goals. Without them you lack focus and direction. They also provide you with a benchmark to determine whether or not you're actually succeeding at them. We all struggle sometimes to achieve our plans. And it's not that we lack the effort, but our goals are not structured efficiently. To accomplish your ...
YouTube
· May 14, 2018
Video thumbnail for SMART Goals Template | Business Analysis Worksheet
03:09
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SMART Goals Template | Business Analysis Worksheet

Download HERE: https://www.someka.net/excel-template/smart-goals-template/ This SMART Goals Template is a framework to monitor and analyze your companies desired goals and gives questions you need an answer for achievements. Specific: What do you plan to accomplish? When do you want to accomplish? Who needs to be involved to accomplish this ...
YouTube
· May 31, 2019
Video thumbnail for SMART Goal Template Printable PDF, Goal Setting Worksheet Planner for Adults Students Teens, Productivity Goal Planning Tracker for Business - Etsy
00:10
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SMART Goal Template Printable PDF, Goal Setting Worksheet Planner for Adults Students Teens, Productivity Goal Planning Tracker for Business - Etsy

This Worksheets item by PropellerDesigns has 10 favorites from Etsy shoppers. Ships from United States. Listed on Mar 5, 2025
etsy.com
· Jan 16, 2025
Video thumbnail for Goal Setting Template Worksheet for Adolescents and Young Adults, Goal Planner, Smart Goals, Goal Tracker, Goal Journal, Therapy Worksheets - Etsy
00:15
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Goal Setting Template Worksheet for Adolescents and Young Adults, Goal Planner, Smart Goals, Goal Tracker, Goal Journal, Therapy Worksheets - Etsy

This Digital Prints item by GeorgeAndWillow has 8 favorites from Etsy shoppers. Ships from United States. Listed on Apr 7, 2025
etsy.com
· Oct 19, 2023
Video thumbnail for Don’t Set Goals For 2025. Use This Brainwashing Technique Instead.
11:58
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Don’t Set Goals For 2025. Use This Brainwashing Technique Instead.

Join NCI University today to master your behavior & influence: https://nci.university/10060 The Behavior Operations Manual: https://a.co/d/jimrXAc 🎯 Download the Goal Achievement Worksheet here: https://nci.university/crush2025 Every goal-setting system you’ve ever been taught is broken. But here’s the good news: I’m about to show you ...
YouTube
· Dec 27, 2024
Video thumbnail for Financial goals worksheet
07:52
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Financial goals worksheet

Personal finance
YouTube
· Aug 21, 2020
Video thumbnail for 90 Day Goal Setting 2023: 5 Steps to Create Quarterly SMART Goals
13:36
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90 Day Goal Setting 2023: 5 Steps to Create Quarterly SMART Goals

Want to learn a 90 day goal setting process? Looking for 90 day goal examples with information on how to actually achieve them? If you frequently struggle with your long-term goals, then one reason might be because your goals aren’t well-defined or urgent enough to focus on today. But, one strategy that can help is to take your long-term ...
YouTube
· Dec 4, 2020
Video thumbnail for Investing Basics: Planning for Retirement
04:52
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Investing Basics: Planning for Retirement

Retirement may be the largest financial goal you'll ever have, and you need a plan to get there. In this video, you'll learn the basics of retirement planning, like setting a retirement goal, choosing between a Roth and traditional IRA, and deciding how to manage your investments. Subscribe to our channel: https://bit.ly/SubscribeCharlesSchwab ...
YouTube
· Nov 4, 2023
Video thumbnail for 4 Steps to Create a Financial Plan for Your Business
02:37
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4 Steps to Create a Financial Plan for Your Business

Learn more about creating a financial plan here: https://bit.ly/3O6ebmO A financial plan is a roadmap that helps businesses stay on track and achieve smart growth. Creating a financial plan for a small business is one of the most imperative steps to ensuring long-term success and financial viability of a company. It can help business owners ...
YouTube
· May 12, 2023
Video thumbnail for Strategic Planning Step 4 - Choose Priorities and Set Goals
07:36
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Strategic Planning Step 4 - Choose Priorities and Set Goals

In this five-part training series, I guide you through simple steps to develop a strategic plan for your nonprofit organization. In this fourth strategic planning video, you'll learn how to choose strategic priorities and set SMART goals. You'll also get a worksheet with a simple Strategic Plan outline, so that you can start to write your ...
YouTube
· Apr 1, 2014
Video thumbnail for SMART Goals - Quick Overview
03:58
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SMART Goals - Quick Overview

When setting or establishing a new goal, consider using SMART goals. By using the acronym S.M.A.R.T. you provide structure to help ensure that a goal is specific, measurable, achievable, relevant and time bound. The SMART method is a well-known approach that helps to increase your chances of success. FREE Online Course https://www.udemy.com ...
YouTube
· May 22, 2014
Video thumbnail for Goal Setting Worksheet | Employee Performance | Annual Goals | Performance Review Form, HR Templates
10:47
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Goal Setting Worksheet | Employee Performance | Annual Goals | Performance Review Form, HR Templates

This goal setting worksheet will fit nicely within your arsenal of employee performance evaluation documents and templates. This editable HR form is designed to empower employees in articulating and tracking their professional goals, contributing to improved performance and job satisfaction. As part of our Performance Review Resource collection ...
YouTube
· May 10, 2024
Video thumbnail for SMART Goals Quick Overview with 21 SMART Goals Examples
12:01
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SMART Goals Quick Overview with 21 SMART Goals Examples

Want a SMART goals quick overview? Or need to know what are SMART goals? Or would you like to see specific SMART goal examples? All of these questions are answered in this animate SMART goals video. The SMART goal acronym stands for: Specific, Measurable, Attainable, Relevant and Time-bound. This simple goal-setting concept can become your ...
YouTube
· Oct 5, 2020
Video thumbnail for How to Make a Monthly Budget Excel Spreadsheet | Cashflow, Income, Fixed and Variable Expenses
15:24
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How to Make a Monthly Budget Excel Spreadsheet | Cashflow, Income, Fixed and Variable Expenses

In this Excel free tutorial video, we gonna se how to quickly and easily create your own digital monthly budget planner in Excel. I wanted to create a Monthly Budget Spreadsheet that included my Income, my Fixed Expenses, my Variable Expenses, my Bills etc. All this informations I'm gonna use inside the same tab in Excel. Learn how to start a ...
YouTube
· Apr 2, 2023
Video thumbnail for How to Build a Basic Financial Projection - Business Finance
10:31
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How to Build a Basic Financial Projection - Business Finance

http://GatewayCFO.com - Building a projection or budget for your business doesn't have to be a daunting task. Understanding your goals and tracking your progress against them can be a straightforward exercise, and doesn't have to require a ton of your time. In this video, Josh Turner with Gateway CFO Solutions shows you how to build a basic ...
YouTube
· Sep 3, 2011
Video thumbnail for Steps for Money Management and Financial Planning
03:26
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Steps for Money Management and Financial Planning

A healthy financial future isn’t about how much money you make – it’s about how you manage and plan. Learn about financial planning and money management techniques to help get your finances in order, no matter your income, in this Better Money Habits video. To learn more about saving and budgeting, please visit: https://bettermoneyhabits ...
YouTube
· Mar 29, 2017
Video thumbnail for Goal Setting Toolkit: How to Set the Right Goals For You AND Achieve Them | The Mel Robbins Podcast
57:30
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Goal Setting Toolkit: How to Set the Right Goals For You AND Achieve Them | The Mel Robbins Podcast

Set POWERFUL new goals by downloading my FREE Toolkit for Goal Setting: bit.ly/3jS7uI4 Whether you've already set goals for yourself or have no idea where to start, this 7-page workbook will help you set goals the RIGHT way. — This episode will help you set the right goals for you. Goals matter. They make your life easier and they create a ...
YouTube
· Jan 5, 2023
Video thumbnail for 5 Steps to Setting Achievable Financial Goals | Brian Tracy
05:41
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5 Steps to Setting Achievable Financial Goals | Brian Tracy

Self-made millionaires all started with a dream that lead them to achieve the money goals they had set for themselves. Discover the 5 proven steps used by the most successful people in order to achieve wealth. http://bit.ly/2CLOq6y Discover the entrepreneur's guide to building a profitable business. Click the link above to download my free Way ...
YouTube
· Nov 1, 2018
Video thumbnail for Interactive Personal Finance Dashboard with FREE EXCEL TEMPLATE
41:58
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Interactive Personal Finance Dashboard with FREE EXCEL TEMPLATE

🔻 DOWNLOAD EXCEL FILE HERE: https://www.myonlinetraininghub.com/interactive-personal-finance-dashboard Visualise, keep track of and manage where you’re spending your money with this interactive Excel personal finance dashboard. 🎓 LEARN MORE: Take my Dashboard course: https://www.myonlinetraininghub.com/excel-dashboard-course 🔔 ...
YouTube
· Nov 18, 2021
Video thumbnail for How to Actually Achieve All of Your Financial Goals in 2025
19:18
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How to Actually Achieve All of Your Financial Goals in 2025

Get my FREE 2025 Financial Fresh Start Guide: https://onebighappylife.com/freshstart Set Better Financial Goals: https://onebighappylife.com/2025goals Get your One Year Spending Plan: https://onebighappylife.com/budget Most financial goals fail—not because the goal was too big or you weren’t motivated enough, but because of what happens ...
YouTube
· Dec 12, 2024
Video thumbnail for Goal Setting Worksheets
02:14
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Goal Setting Worksheets

Helping your client set and achieve their goals? Our goal setting worksheet is designed to help you get started. It’s a great way to keep track of your client’s progress and provide them with the motivation they need to keep on course. Check out our Goal Setting Worksheets here: Insert slug from webflow Carepatron is free to use. Sign up ...
YouTube
· Feb 28, 2023
Video thumbnail for Setting SMART Goals
01:49
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Setting SMART Goals

This brief explainer video supports students in making their own SMART Goals in manageable, thoughtful, and helpful chunks. Having students set goals is a great way to get them invested in the rules, which is a core proactive discipline strategy of the Responsive Classroom approach. SMART goals—specific, measurable, achievable, relevant, and ...
YouTube
· Oct 14, 2020
Video thumbnail for Setting Financial Goals: Your Roadmap to Financial Success and Freedom | Invest Insights
03:46
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Setting Financial Goals: Your Roadmap to Financial Success and Freedom | Invest Insights

Setting clear financial goals is the first step on the road to financial success. In this video, we guide you through the process of creating achievable financial goals that will transform your future. Learn how to prioritize your savings, manage debt, and invest wisely for both short-term and long-term growth. Whether you're saving for a major ...
YouTube
· Sep 21, 2024
Video thumbnail for Strategic Planning Step 1 - Prepare
04:33
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Strategic Planning Step 1 - Prepare

In this five-part training series, I guide you through simple steps to develop a strategic plan for your nonprofit organization. In this first video, you'll learn how to prepare for strategic planning, by getting an overview of the process, understanding how long it can take, and getting an easy-to-follow exercise to determine who to involve in ...
YouTube
· Feb 24, 2014
Video thumbnail for Mastering Excel: Designing an Efficient Saving Tracker for Financial Success
11:37
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Mastering Excel: Designing an Efficient Saving Tracker for Financial Success

Elevate your Excel skills with my comprehensive course and powerful templates. Whether you're a beginner or an advanced user, this is your go-to resource for mastering Excel: https://bit.ly/m/excelwithmark ================ How to make a savings tracker in excel - this is a tutorial that shows you how to set up a table in excel to track your ...
YouTube
· Jan 24, 2023
Video thumbnail for How to set 2025 financial goals, with financial adviser Gemma Mitchell
44:00
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How to set 2025 financial goals, with financial adviser Gemma Mitchell

How to set financial goals for 2025... then achieve them? Financial adviser Gemma Mitchell and Owen Rask explain how to set (and smash!) 2025 financial goals on this episode of The Australian Finance Podcast. Note: this episode is not part of our Summer Series (it starts this Friday) but you can jump ahead of the curve and get our financial ...
YouTube
· Dec 30, 2024
Video thumbnail for Boost Academic Success with SMART Goals – FREE Worksheet Included
03:49
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Boost Academic Success with SMART Goals – FREE Worksheet Included

👉 Get your FREE SMART Goals Worksheet here: https://www.yourtherapysource.com/blog1/2021/12/29/smart-goals-examples-for-students/ Want to help your students reach their full potential? In this video, we’re exploring how to use SMART goals to boost academic success and make goal setting simple and achievable. With the SMART framework ...
YouTube
· Oct 16, 2024
Video thumbnail for How to Set Financial Goals That Actually Work
00:38
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How to Set Financial Goals That Actually Work

Learn how to create financial goals that you can actually achieve using the SMART framework. Whether you're saving for a big purchase or planning for the future, this method helps you stay on track and reach your financial milestones!
YouTube
· Oct 10, 2024
Video thumbnail for 12 Step method of setting goals - Brian Tracy 2024
32:15
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12 Step method of setting goals - Brian Tracy 2024

S U B S C R I B E to our channel and find out more about rules of success. WATCH also Brian's ULTIMATE TIPS FOR SUCCESS: https://www.youtube.com/watch?v=iFeCrkCeZjk&t=46s
YouTube
· Oct 31, 2018
Video thumbnail for How to set and reach your 2025 financial goals
03:28
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How to set and reach your 2025 financial goals

Financial educator and founder of ‘The Budgetnista’ Tiffany Aliche helps you set and reach your 2025 financial goals. SUBSCRIBE to GMA's YouTube page: https://bit.ly/2Zq0dU5 VISIT the GMA3 homepage: https://bit.ly/3kNlst8 FOLLOW GMA3: Facebook: https://www.facebook.com/abcgma3 Twitter: https://twitter.com/abcgma3 X: https://instagram.com ...
YouTube
· Jan 6, 2025
Video thumbnail for Free monthly budgeting & goal setting worksheets #moneyforchristmas
01:41
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Free monthly budgeting & goal setting worksheets #moneyforchristmas

Free budgeting & goal setting worksheets for financial success #moneyforchristmas #fok
YouTube
· Mar 17, 2025