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Setting Financial Goal as a family and Protecting your mental health

2m | Aug 14, 2025

Setting financial goals as a family is one of the best investments you can make in your future. In this video, I share practical steps to bring everyone together, kids included, to talk about money, set clear goals, and create a plan that works for your household.


Whether you’re saving for a home, planning a dream vacation, building generational wealth, or simply getting on the same page with your family budget, you’ll learn how to create financial goals, track your progress, and stay motivated along the way.


What you’ll learn in this video:


Why family financial goals matter and how they strengthen relationships


How to include kids in money conversations early


Ways to balance short-term wants with long-term needs


Real tips to make saving and budgeting a family habit


When you plan together, you win together. Start building financial habits today that will set your family up for success tomorrow.


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Invest Young: Money Mindset Podcast
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