Net worth, income, investments - Financial planning and goal setting for 2024

7.3K viewsalmost 2 years ago17m 44sScore: 82

Lydia Patel

Pricing & Profitability
beginner
Bookkeeping
Expenses
Profitability
Tax Strategy

Summary

Lydia Patel discusses the importance of reviewing financial goals, creating a list of long-term, medium-term, and short-term goals, and taking a look at income and expenses. Lydia encourages viewers to explore financial data in percentages to better understand their financial state and make appropriate adjustments.