Episode 57: Listener Relationship Questions & SMART: Setting Medium and Long Financial Goals

Lindsey and Brett answer listener relationship questions and walk through how to set smarter short, medium, and long term financial goals. On the relationship side, they respond to real questions from listeners, including:

• What to do when your partner uses a nickname you do not like

• How to tell the difference between healthy communication and trauma dumping

• How to respond when an ex texts “I hope you’re good”

• Why boundaries and clarity matter early in relationships

Brett then shifts into finances and breaks down how to think about goals based on timeline and purpose, covering:

• The difference between short, medium, and long term goals

• Why some money issues need immediate action • How to structure goals using the SMART framework

• Real examples including emergency funds, insurance, retirement planning, and income streams

They also share a powerful real life example of someone who left a large life insurance payout in a checking account for years and what that decision may have cost. If you want a clearer way to think about relationships and money goals as you move through 2026, this episode offers both perspective and practical guidance.

📲 Got a question about relationships, financial planning, or retirement?

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