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GOALS VS. PRIORITIES

by: LAURA HAWLEY guest: Terry Tolbert February 22, 2017
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Co-Host
Terry Tolbert – CFP®, Financial Advisor at Allen & Company

Guest
Timothy J. Regan, MD – President at Lakeland Regional Health Medical Center and Chief Medical Officer for Lakeland Regional Health

Today’s show will discuss Planning for the future as it relates to your Financial goals, while discussing the difference between goals and priorities, and making sure you can reach your goals in a timely manner. We will also discuss Medical Moments with some of the brightest medical minds in Polk County, and visit with guest Timothy J. Regan, MD, President at Lakeland Regional Health Medical Center and Chief Medical Officer for Lakeland Regional Health

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In this episode we cover:

  • Economic Compass (: 57)
  • Financial Planning and the importance of meeting your financial goals (5:23)
  • Factors that might throw Retirement plans off course (19:40)
  • Market Volatility and focusing on the things you can control (23:23)
  • Monitoring your Plan and how often you should be doing it (28:41)
  • Welcome guest Timothy J. Regan, MD, President at Lakeland Regional Health Medical Center and Chief Medical Officer for Lakeland Regional Health to discuss medical moments (32:37)

Tweetable Topics:

Bottom line is you’ve got to look at who you are as an individual and what’s important to you. – Laura Hawley, CFP®, Senior Vice-President at Allen & Company.

We try not to plan those types of things (rate hike), but plan for the long term. – Terry Tolbert – CFP®, Financial Advisor at Allen & Company.

Sometimes people priorities are not in alignment with what their goals are. – Laura Hawley, CFP®, Senior Vice-President at Allen & Company.

Just a simple question about financially what keeps you up at night. – Terry Tolbert – CFP®, Financial Advisor at Allen & Company.

As much as fear we have to manage the greed to. – Terry Tolbert – CFP®, Financial Advisor at Allen & Company.

A proper asset allocated portfolio helps to provide the right balance between risk and return. – Terry Tolbert – CFP®, Financial Advisor at Allen & Company.

Connect with:

Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley

Terry Tolbert – CFP®, Financial Advisor at Allen & Company
Allen & Company – Terry Tolbert
LinkedIn – Terry Tolbert

Timothy J. Regan, MD – President at Lakeland Regional Health Medical Center and Chief Medical Officer for Lakeland Regional Health
Lakeland Regional Health – Timothy J. Regan, MD

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...