Fidelity Youth with Kelly Lannan
I have a special bonus episode for you this month. As you know, this will be my final December of new episodes for Martinis and Your Money, and I\u2019ve spent this month highlighting my favorite financial goal for clients and that\u2019s Financial Independence, butno matter what your financial goal is, the end of the year is the perfect time to identify goals and plan for the coming year which is why I\u2019m excited to share this bonus episode with you.
Joining me today is Kelly Lannan, Senior Vice President of Emerging Customers at Fidelity to talk about Fidelity\u2019s 15th Annual Resolutions Study. She joins me to share the surprising finding of the study and also best practices for setting yourself up to achieve some of those resolutions you may make this year.
This is the perfect episode to listen to and hopefully inspire you to set those New Year\u2019s resolutions or goals in this last week of the year. I apologize in advance for my voice now and on the episode as I\u2019m currently fighting a seasonal bug that\u2019s going around. Despite my cold, this is a great episode with so many helpful takeaways.\xa0
For more information, visit the show\xa0 https://www.martinisandyourmoney.com/show-notes/episode510-Fidelity