I just hit all my 2025 goals! ✨🍾 However, I’ve learned some hard lessons along the way. 📌 Getting help won’t hurt you. It will improve your practice over time! It allows you to delegate tasks and focus on other areas. 📌 Working 10 hours days doesn’t equal productivity. One word. Burnout. Some of my most productive days only involved me being at the office for 4 hours! 📌 Prioritize your mental health. It’s difficult to take days off when you work for yourself. You could always be doing more. However, you’ll burn yourself out overtime with this mentality. 📌Don’t be afraid to put yourself out there! This goes for online and in person.... Once you stop worrying about what others will think, you’ll find your voice. I’ve become a stronger business owner since realizing this. (Thanks for following along on LinkedIn!) Were there times this year that I thought I wouldn’t hit my goals? 100% Did that stop me? Nope! Remember, you got this! You’re stronger than you know. Have any goals you're wanting to accomplish before 2025 ends? ------------------------------ Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #Goals #GrowthMindset #BusinessOwner #Motivation

Estate Planning | Modern Woodmen

As we approach the end of the year, it's the perfect time to reflect, organize and prepare for the future. Estate planning isn’t just for the wealthy – it’s for anyone who wants to protect their loved ones and ensure their wishes are honored. · Review your will. · Update beneficiaries. · Consider trusts and powers of attorney. · Talk to a financial representative. Start the new year with peace of mind. Let's talk about how estate planning can work for you.

Over the years, we've had the honor of donating toys to children in need around the holiday season. (And this year will be no different!) Wanting to donate to a local Milwaukee non-profit? Here's a few we suggest: 📌 Life Striders, Prevent Blindness Wisconsin, The Gathering of Southeast Wisconsin, Wisconsin Hero Outdoors What non-profits do you suggest?

“I finally did it Jon!” A few weeks ago, I received a call from one of my clients. They finally paid off their mortgage on their house! For years, she had the goal to pay off her mortgage. And now finally, it was checked off. These moments remind me why I became a financial rep. Helping others and seeing them achieve their goals brings me so much joy. In my opinion, I think it’s the best early Christmas present! 😉 If you feel like your financial goals are out of reach, let’s chat. Because I can assure you, they aren’t. Getting a second pair of eyes on your plan can help to spot details you might not see! 📌 What’s one of your financial goals? ------------------- Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #Finance #PersonalFinance #FinancialPlan #Goals