The Plan Wisely Resource Library

In this solo episode of the Stuff About Money podcast, host ⁠Erik Garcia⁠, CFP®, ChFC®, BFA™ sits down for a candid one-on-one about goals. Not the shiny, New-Year’s-resolution kind, but the messy, honest kind we…

Or, the return of Xavier’s car: The 2008 Accord Strikes Back! Xavier Angel, CFP®, ChFC, CLTC, and Erik Garcia, CFP®, BFA, have a discussion about making and setting goals – particularly, about how sharing those…

Goal Setting How to Set Smart Goals Just like any goal we create -whether it be financial, health-related, education driven, or job-related, the most important thing about creating a goal is just that: creating it….

In this episode of the Building Us podcast, co-hosts Erik Garcia, CFP® and Dr. Matt Morris, LPC, LMFT interviews Dr. Laurie Darling, Ph.D., Clinical Psychologist and Owner of HealthWise Psychology. Dr. Laurie talks about the system of developing and maintaining healthy habits and…

EPISODE SUMMARY Erik and Jag are joined by Jodi Jordan, head coach and owner of CrossFit Algiers on New Orleans’ West Bank. We discuss New Year’s resolutions when it comes to personal fitness and personal…

fWith the new year comes new resolutions or recycled failed resolutions from the previous year.  Certainly hitting your goals will enhance our life…if you can just stick to your promises and hit the mark. Unfortunately,…

After you set your financial goals, you need to develop a plan to achieve them. How will you pay off your debt in 3 years? When are you going to make the time to track…

Just like any goal we create -whether it be financial, health-related, education-driven, or job-related, the most important thing about creating a goal is just that: creating it. Setting goals forces us to focus on what’s…