Life In Balance: Put Family First In Your Goal Setting

VIDEO TRANSCRIPTION – Life in balance. Put family first in your goal setting. Successful people’s mindset. Success mindset. They don’t teach you. And here’s the subtopic. Think like this and watch your life change. Hi, I’m Steven D. Cooper, your tax strategist, with Coopers Accounting Service, because your financial freedom matters.

If you’d like to learn more great tax tips, download our popular financial guide at our website, yourfinancialfreedommatters.com or click on the link below this video. One of the things that I’m learning at the age of 59 is creating better balance. Building a business quite successful. Tax year 2024, we did about 3,000 tax returns. 

This year we’re looking at doing 6,000 plus. So that’s pretty good. But I need to create better balance. I’m about to become a grandpa or a Papa Coop, number two now. So number two comes in October. I cannot always spend the quality time that I like with Mrs. Cooper. Sometimes she reminds me of it and sometimes she don’t say anything, but I can see it on her face. 

And in the next few weeks going to go on a European cruise. So we leave from London. So that’s one of the commitments that I made to her. As I was talking to my marketing team today, we talked about how my wife is going to, she’s a teacher, she’s going to be taking this summer off and spend time with her grandson

She wants to make sure her grandson knows who she is. As much time I would like to be able to spend with him, I also have to know one of my roles in the family is provide her, financially provide her as well too. But it does set me from time to time that I cannot spend time with my grandson as much as I would like to.

My prayers God would give me in at least 20, 25 more years to see both of them, since I know the other one’s going to be a boy too. Graduate college, see them walk down an aisle, get married, shed a few tears, but also teaching them life experiences, not just how to make money. 

That’s only a small aspect of life being able to give them life experiences, the do’s and don’ts of life, things that you’re not taught, that you should be taught, those sort of things, because I did not have my grandfathers growing up

The one that I do recall, my mother’s father, he died when I was three. I met my other grandfather when I was like eight to ten, and I thought it was my first grandfather. It was not a word, I actually had two biological grandparents. I say all of this, and I’m going to quote this again.

Think like this and watch your life change. You have a gift. You have a purpose. You have a destiny. Just spending time with children, your grandbabies. That’s all they want. Give them your undivided attention. Live a good life. Build great role models with them and you would then bless the next generation like no one ever can.

So you want to live also a legacy with your children. You want to be a blessing to them. You want to give them joy. You want to give them peace. But you also want to give them security when you embrace them with your arms by giving them a hug that some cases a mother or grandmother, you cannot get that hug from any other person.

Some of you know what I’m talking about. I make a comment that’s burst in the Bible that you want to give to your children’s children. So yes, there should be some financial goals set in there. Teach them as best as you can. My grandmother only had a sixth grade education.

She was not maybe a great reader, but she knew how to count her money though. I remember that. She said, you’re not going to cheat me out of my money. She has over 25 grandchildren. I think I’m number 20 in that food line. Several of us have master’s degrees, not just bachelor’s degrees. A couple of us are doctors. Some have PhDs and one cousin has a, she’s actually a medical doctor.

I believe I’m the first male in the family that attained his bachelor’s degree. As most of you know, I’m a Navy vet. I had the GI Bill. That’s what got my college degree. But if I would tell myself now, if I had a chance to tell my younger self, hey, keep using your GI Bill. I could have got my degree as far as I could have got my law degree. 

And I would been a tax lawyer. But I didn’t know that back then. So that’s the purpose of having experience. So sometimes when my clients bring their children in, they see the nice office, they see this, they see this. I talk to them about their future selves, their future goals.

Some don’t want to go to college. Okay, great. Then go to some type of vacation or school. You need to do something to better yourself. and I tried to give them encouragement and I tell them my life story. Simply put, I graduated high school in 1985. I didn’t get my degree in accounting until 2002. So I had my degree for almost 25 years now. So I have a little sin.

It’s not what you take, it’s what you can make out of a situation. So I graduated college with a 2.7 grade point average. We now have over 5,000 clinics now, but there’s energy and effort that I had to put into that.

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If you’d like a free 20-minute Smart Money consultation, call us 562-436-2600. Well again, I’m Steven D. Cooper. Your tax strategist for Coopers Accounting Service. 

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