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Goals vs. Priorities

Hosted by: Laura Hawley Special guest: Terry Tolbert

February 22, 2017

Host
Laura Hawley – CFP®, President at Allen & Company

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

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)

Links From the Show:

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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