Welcome to another inspiring episode of the Envizion More Podcast! In this episode, Wayne Wagner dives deep into the art and strategy of financial vision casting as a family. Learn how to collaboratively plan your year ahead, set financial goals, and align your family's values with practical steps for a prosperous future.

Download the PDF Discussion Guide: https://www.vizionarywealth.com/mapping-2025

• The six key areas of financial planning to evaluate annually, including healthcare, income, and investments.
• How to normalize conversations about financial fears, net worth, and personal growth.
• The importance of defining family goals and fostering accountability for a stronger financial future.
• Practical strategies for tax planning, investments, and managing good vs. bad debt.
• Ways to involve your family in meaningful discussions and set long-term multigenerational goals.

• [00:02:00]: The "Six Worlds" of financial planning – from healthcare to investments to legacy.
• [00:05:00]: How to calculate net worth and use it to shape your financial strategy.
• [00:15:00]: Why reviewing estate plans and beneficiary designations is critical.
• [00:25:00]: Transforming annual financial planning into a family tradition with actionable insights.
• [00:40:00]: Setting clear goals for personal and professional growth while fostering accountability.

This year, set aside time to create a financial vision for your family. Use Wayne's 10 annual questions to review your budget, income sources, and net worth. Then, outline goals to reduce debt, grow investments, and build a legacy.

To download Wayne’s Guide to Annual Planning for Families, visit this LINK

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• Disclosures: http://www.VizionaryWealth.com

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