San Antonio Woman’s Post

Setting goals for the New Year is about more than wishful thinking—it’s about intentional reflection, purposeful planning, and taking action. As you create your vision for a prosperous year, remember that each step you take brings you closer to achieving the life you desire.

What does YOUR journey look like? If you haven't done so yet, take a minute and imagine with your great life journey would look like if you could have it your way. Don't be afraid to dream a little. Or a lot. Every person's journey is perfectly unique to them. So what is yours? Now what's holding you back from that journey? If you're like many, it could boil down to finances. Now for the important question: How far off are you? Do you know? Do you REALLY know? What would you need to change to get there? No promises, but you may be closer than you think. But you won't know until you map it out. Do yourself a favor and map it out. Maybe its feasible and maybe its not. But at least you'll know. The sooner you do this, the more time you'll give yourself to get there.

🚨 Stop chasing “someday” and start designing your wealthy life today. Your career has given you success—but is it giving you freedom? In my free live workshop, "Design Your Wealthy Life 2025," I’ll help you shift from feeling stuck in “more hard work” mode to living intentionally NOW. No more chasing arbitrary savings goals or sacrificing your life today for somewhere down the line. 📅 Choose your live session: 👉 Wed, Jan 15th at 8pm ET 👉 Sat, Jan 18th at 11am ET https://lnkd.in/dyfFJhGy 💡 What you’ll learn: ✅ How to align your finances with what matters most to you now (travel, family time, or scaling back—without guilt). ✅ The myth of the magic retirement number—and why you don’t need to wait until 65 to live your life. ✅ The exact steps to take control of your money—minus the overwhelm. ✅ How to identify and ditch outdated financial advice that doesn’t serve you. 💼 Bonus Insight: The secret to creating wealth isn’t more spreadsheets or sacrifice—it’s the mindset shift that unlocks time, peace, and purpose. 🔥 Live-Only Bonus: A special treat I’m sharing with live attendees only. 👋 So, which session will you join—Wednesday or Saturday? Let me know in the comments!

We Love Seeing You Win “It’s beautiful when you watch something good happen to somebody when it’s well deserved.” — Jennifer Lawrence At Forefront Wealth Partners, nothing inspires us more than seeing our clients achieve their dreams. Whether it’s retiring on your terms, funding your child’s education, or finally taking that dream vacation—you’ve worked hard, and you deserve every success. We’re here to help you plan, grow, and protect what matters most so you can experience the joy of seeing your goals turn into reality. Your success is our greatest reward. Let’s keep building toward a future full of well-deserved wins. #WellDeservedSuccess #ForefrontWealthPartners #LiveYourBestLife #WealthWithPurpose #WealthPlanning #GoodThings

Remember that great regret… The world's full of amazing experiences waiting to be had, adventures waiting to be embarked on, and passions waiting to be pursued. But sometimes, fear can hold you back. You get tangled up in the "what-ifs" and the daily grind, and those dreams you hold close start to feel out of reach. Life is full of surprises (both good and bad), and the future is never guaranteed. The things you often regret most aren't the risks you took, but the chances you missed. So, the question is, what's holding you back? Is it a lack of clarity on the financial side of things? Maybe the fear of the unknown is keeping you from truly living? Financial planning isn't just about numbers – it's about empowering you to chase your dreams… Even your dreams for others! It's about creating a roadmap that allows you to experience life to the fullest, without constant worry. Together, let us unlock your dreams and start living the life you truly deserve 🙂 just one chat away! (This is complimentary. No commitments!) #FinancialPlanning #GoalSetting #LiveLife #Singapore #jsadvisory #foegingrelationships

🌟 Takeaways from Die With Zero by Bill Perkins The phrase "Die With Zero" means using your financial resources to maximize life experiences before you die, rather than leaving behind a large amount of unspent wealth. The central idea of the book is that you should spend your money while you're healthy and able, creating meaningful memories, personal fulfillment, and happiness, instead of delaying gratification and over-saving for the future. The book is candid and thought-provoking, and its ideas align with and affirm my own life philosophy. Below, I distill my key takeaways: 1️⃣ Maximize your positive life experiences, not net worth. Spending money on material things can be exciting at first, but their value depreciates quickly. However, the value of positive life experiences increases over time, yielding what Perkins calls a "memory dividend." 2️⃣ Strike the right balance between spending for the present and saving for the future. Learn when to stop focusing on growing your wealth and start spending on experiences while you can still enjoy them. 3️⃣ Think of your life as distinct seasons. Perkins introduces a tool called "Time Buckets," in which you organize your desired experiences into different stages of your life. This exercise helps you realize that time is limited, and that some experiences are best done at specific ages. It motivates you to seize the present, rather than waiting for retirement, to start pursuing the experiences. 4️⃣ Give money to your children when it will have the most impact, instead of saving for inheritance to give your children after you die. More importantly, your real legacy isn't about money. It is about the memories you create and the experiences you share with your children, which will give them a lasting "memory dividend." In conclusion, the book advocates for a shift in mindset regarding money, time, and life fulfilment, and provides a useful guide on how to think about saving and using your money wisely throughout your lifetime so that you can maximize your life experiences. Chin Siew Loh, Serena Teo - Thanks for recommending the book. A slightly longer version of the book review can be found here. ---> https://lnkd.in/g83Ni7a6

🌟 Is the American Dream Out of Reach?🌟 It may not be impossible, but it's never been more daunting! With today’s costs, the “American Dream” now comes with a $4.4 million price tag. That’s a huge leap, so it’s no wonder that many feel it’s harder than ever to reach. Here’s a Breakdown: ➤ Retirement: $1.6 million ➤ Owning a home: $930,000 ➤ Raising two kids (including college): $830,000 ➤ Annual vacations: $179,000 This traditional roadmap is looking less achievable, and it might be time to rethink what “success” really means. Instead of chasing outdated milestones, let's create a financial plan that matches your personal goals and lifestyle. Financial independence isn’t about giving up on dreams. It’s about reshaping them to fit the life you truly want! Now, imagine a world where your dreams aren’t tied to a number. Where success is defined by the life you lead and not just the dollars you save. This is how I try to get my clients thinking; especially those in the legal field who face unique challenges. You’ve already climbed the mountain of law school, navigated the maze of your career, and now find yourself wondering what’s next. ↳ It’s time to take control and redefine what success means for you and your family. Your goals should be as unique as your journey. Some of my clients talk about: → Spending more time with their kids (and dogs) → Traveling and soaking up new cultures → Making a difference in their communities These are all parts of a new “dream” that’s within reach. Success is not just a destination; it’s the journey and the experiences you gather along the way. So, let’s stop chasing the American Dream as it was once defined. Let’s redefine it to align with your values, aspirations, and lifestyle. 👉 What does your dream life look like today? Share your thoughts!👇 ──── I'm Jeffery, the wealth advisor helping lawyers redefine their financial success. 🔗 Let’s connect for a Virtual Coffee Chat ☕️ and start crafting a roadmap that aligns with the life you've always dreamt of. The journey to your dream life starts with the first step. Are you ready to start yours? 📸 Graphic from Investopedia.com

What if ‘someday’ was today? 🚀 Imagine living your IDEAL life, not in the future, but right now! Let’s be real—how often have you caught yourself saying, “I’ll get to that someday, one day, next week, tomorrow, in the new year...”? But what if ‘someday’ never comes? I used to think ‘someday’ would just happen. Or that there would always be a better time—when things ‘calmed down.’ But here’s the truth: There’s never a perfect time. I realized I was using that as an excuse to avoid the hard part—focusing on what it really takes to get what I wanted. Everything I said I wanted was just a lot of hot air, and that did NOT feel aligned. Once I started practicing what I taught, everything changed. Without a plan, my dreams were just wishes. But once I started to do the hard work, everything changed—and life actually got easier! Looking back now over a decade, THANK GOD I DID. Financial planning isn’t about numbers—it’s about freedom. It’s about turning that dream home into your real address or retiring early to enjoy MORE TIME. Without a plan, your dreams stay just that—dreams. Or worse, they become the source of stress, as you constantly question if you’re on the right path. But here’s the good news: you have the power to change that. It just takes choosing YOU. Turn your ‘someday’ into today. Set your intentions and create the steps you need to reach them. Surround yourself with the people that can HELP you make it all happen. I WANT YOU TO MAXIMIZE LIFE AND MINIMIZE STRESS. 🎯 Don’t just let life happen to you—take control. It’s time to design your life with intention and action. What’s your next move? 💬 Are you ready to stop waiting for ‘someday’ and start living your ideal life today? Comment ‘I’m ready’ below, and let’s start planning that extraordinary life together. #financialfreedom #goalgetter #MONEYBITCH #intentionalplanning

Every step you take today shapes the future you want to see. Whether it's planning for your family, saving for a rainy day, or setting goals for your career—every action counts. Start small, stay consistent, and watch your dreams unfold. 🌟 #FuturePlanning #FamilyFirst #moneymentor #healthcaretowealthcare #investflorida

When it comes to vacations, many of us have every detail planned months—even a year—in advance: Flights booked ✅ Hotels reserved ✅ Itineraries mapped out ✅ But when it comes to our financial future? We often default to guesswork—or avoidance altogether. The truth is, financial freedom isn’t just about how much you earn. It’s about having a strategy that lets your money grow, even when you’re not working. Imagine building a financial plan that aligns with your goals for today AND tomorrow. Or grows your wealth without burnout or extra shifts. And even gives you more time for what matters most - without guilt! In my free Design Your Wealthy Life 2025 workshop, I’ll walk you step-by-step through how to create a vision for the life you want. Two live options available: Wednesday, January 15 at 8 PM ET Saturday, January 18 at 11 AM ET You plan your vacations—now it’s time to plan your life. Join us! https://lnkd.in/eiHxcjxE