Episode Synopsis "Episode 3: Balancing Short and Long Term Financial Goals"

Molly Beer, Gallagher Retirement Plan Consultant, and Peter Dunn, CEO of Your Money Line, share their perspective on what the word “balancing” means as it pertains to an individual’s short and long-term financial goals.

Listen "Episode 3: Balancing Short and Long Term Financial Goals"

More episodes of the podcast Gallagher Financial Stability Podcasts

• Getting Better with Gallagher Financial Wellbeing
• Using your financial leftovers to better position yourself for 2021
• Learning about open enrollment choices and your financial plan
• Episode 3: Balancing Short and Long Term Financial Goals
• Episode 2: Adapting your Finances for Today and Tomorrow
• Finding Financial Stability with COVID-19 Pandemic