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Send a textIf scaling your agency feels heavier than it should… if every fix creates two new problems… you may be facing a Founder Bottleneck.In this episode, I sit down with Simon Severino, the CEO of Strategy Sprints, author of Strategy Sprints, and advisor responsible for $2 billion in additional sales for his clients over 21 years.We unpack the shift from advisor to CEO, why scaling gets lonely at the top, and the weekly planning system Simon uses to eliminate chaos without adding more effort. He breaks down his Focus Card framework, input vs. output metrics, communal sales strategy, and how a consistent planning process beats chasing the perfect plan.If you're building systems, refining team performance, and scaling past 7 figures without burnout, this conversation will sharpen how you operate, Monday to Friday.Books Mentioned- Strategy Sprints by Simon SeverinoTo connect with Simon and explore the Focus Card, sales tools, and Sprint Club community he mentioned, visit strategysprints.com. You can access their tools and even enter their community free for seven days.Join Dr. William Attaway on the Catalytic Leadership podcast as he shares transformative insights to help high-performance entrepreneurs and agency owners achieve Clear-Minded Focus, Calm Control, and Confidence. Free 30-Minute Discovery Call:Ready to elevate your business? Book a free 30-minute discovery call with Dr. William Attaway and start your journey to success. Special Offer:Get your FREE copy of Catalytic Leadership: 12 Keys to Becoming an Intentional Leader Who Makes a Difference. Connect with Dr. William Attaway: Website LinkedIn Facebook Instagram TikTok YouTube
The Career Planning Process is something a lot of us, even successful professionals, sometimes skip or get wrong. We often hope our careers will just work themselves out, but years can go by without a real plan. This can lead to feeling stuck, frustrated, or like something important is missing when things don't move forward.In this episode, you'll discover how to see Career Planning not as a strict map, but as a flexible guide you can return to again and again. Our warm and insightful host, CEO Porschia, chats with the wonderful career coach Cassie Spencer. They dive into why being intentional with your career path truly matters for your happiness, growth, and success down the road.They also talk about finding the sweet spot between having a plan and welcoming happy accidents. They show how being reflective, taking action, and staying open can actually create your own lucky breaks. The conversation points out common missteps we all make in career planning and shares heartfelt, practical ways to check if your job, your company, and your bigger dreams are still in harmony.Click here for full show notes and to learn more: https://www.fly-highcoaching.com/career-planning-process Check out the master class Career 911: Solving the Top 5 Challenges Executives and Professionals Have: https://go.fly-highcoaching.com/offer-c911
On Jesse's 13th AMA episode, he steps back from tactics and returns to first principles, answering listener questions that cut to the core of what financial planning actually is—and what it is not. He begins by dismantling the common assumption that a portfolio and a financial plan are interchangeable, explaining why investing is only one component of a much broader process that aligns cash flow, risk, taxes, goals, and life transitions across decades. From there, Jesse walks listeners through his end-to-end financial planning framework, starting with values and goal clarification, moving through balance sheets, cash flow, taxes, insurance, and estate planning, and ending with implementation and ongoing iteration as life evolves. Using the example of young adults in their 20s, he highlights where early financial energy is best spent: awareness of spending, intentional goal-setting, early investing for learning and compounding, and developing human capital through career growth. The episode closes with a thoughtful response to a fellow planner's question about client inertia, blending behavioral finance and lived experience to explain why busy, successful people often delay planning—and how patience, education, structure, and progress over perfection can create momentum without coercion. Throughout, Jesse reinforces a central theme: real financial planning is not about perfect portfolios, but about creating clarity, flexibility, and forward motion in an uncertain and deeply human life. Key Takeaways: • A portfolio and a financial plan are not the same thing. Investing is only one component of comprehensive financial planning. • Your financial plan must align money with goals, values, and life realities. • Financial plans must evolve as careers, families, and health change. • Career growth can compound more powerfully than portfolio tweaks. • Client inertia is usually about time, emotion, or uncertainty—not laziness. • The ultimate goal of planning is clarity, flexibility, and peace of mind. Progress does not have to be linear or immediate to be meaningful. Key Timestamps: (01:34) – Investing vs. Financial Planning (10:27) – Building a Financial Plan from Scratch (16:33) – Analyzing Your Financial Snapshot (20:00) – Identifying Financial Risks and Making Changes (22:28) – Key Financial Advice for Young Adults (27:09) – Overcoming Client Hesitation in Financial Planning (33:31) – The Human Element in Financial Planning Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques More of The Best Interest:Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
THE Leadership Japan Series by Dale Carnegie Training Tokyo, Japan
Planning is what stops "good intentions" turning into chaos. When teams skip planning, they don't just risk missing the deadline — they risk building the wrong thing, burning budget, and exhausting people on rework. A repeatable planning process keeps everyone aligned on outcomes, realities, actions, timelines, resources, and risks, so execution becomes calmer and faster. What is the planning process and why does it matter? The planning process is a repeatable way to define the outcome, map reality, set goals, design action steps, set timelines, allocate resources, plan contingencies, and track progress. It matters because most teams jump straight into the nitty gritty — meetings, tasks, and urgent emails — and mistake motion for progress. Post-pandemic (2020–2026), that "rush to action" has intensified as organisations face tighter budgets, hybrid teams, and faster competitive cycles. In multinationals (think Toyota-scale) you'll see more structure — governance, stage gates, and risk reviews — while SMEs and startups often rely on speed and intuition. Both can win, but both fail when they don't define "finished" early. In Japan, planning can be stronger in discipline but weaker in challenge if people copy seniors; in the US, planning can be faster but thinner if teams overvalue action. Do now: Write one sentence: "We will deliver ___ by ___ so that ___ improves." What is the first step in planning a project? The first step is defining the desired outcome so everyone shares the same destination. If the outcome is vague ("improve customer service"), the plan becomes a debate and execution becomes random. Better outcomes are specific, measurable, and tied to customer impact: reduce onboarding from 14 days to 3, cut defects by 20%, lift renewal rates by 5% by Q3. This is where leaders must "sell" the outcome, not just announce it. People aren't robots; they need to see why it matters, how it connects to strategy, and what trade-offs it requires. Use familiar frameworks to sharpen the outcome: SMART goals, OKRs (Objective + Key Results), or a simple "metric + deadline + owner." Consumer businesses may prioritise speed and experience; B2B firms may prioritise reliability and risk. Do now: Define 3 success measures (metric, deadline, owner) for your outcome. How do you assess the current situation before making a plan? You assess the current situation by establishing a clear baseline with facts, not opinions. You can't plan the route if you don't agree on the starting point. Capture the "as-is" reality: cycle time, backlog size, defect rate, conversion rate, churn, staffing capacity, supplier constraints, approval bottlenecks — whatever defines today's performance. Big firms may pull dashboards and market intelligence; smaller firms may rely on interviews and spreadsheets. Either works if it's accurate. This step prevents the classic argument later: "Did we actually improve?" It also exposes hidden constraints early (for example, a dependency on one overworked specialist, or a vendor lead time that makes your timeline impossible). Across cultures, the trap is the same: assumptions feel efficient until they prove expensive. Do now: List 10 baseline facts and agree: "This is our starting line." How should leaders set goals that actually get achieved? Leaders set achievable goals by breaking big targets into a hierarchy and translating them into weekly and daily units. A goal that can't be converted into actions is just a wish. Start with the outcome, then cascade: quarterly goals → monthly milestones → weekly targets → daily actions. Be realistic about constraints. Startups may set aggressive targets and iterate fast; regulated industries or complex global teams may need more conservative targets because governance, procurement, and compliance add time. In Japan, goal-setting can suffer if people avoid challenging targets to preserve harmony; in the US, it can suffer if targets are ambitious but under-resourced. Either way, align goals with capability, prioritise ruthlessly, and make ownership explicit. Do now: Build a "goal ladder" and assign one accountable owner per milestone. What makes action steps and time frames workable in the real world? Workable action steps name the work, the owner, the sequence, the dependencies, and the barriers — then lock them to real deadlines. This is where plans often collapse: the intent is clear, but the execution design is missing. Strong planning includes task allocation, coordination across teams, sequencing (what must happen first), supervision cadence, and known blockers. Then you set time frames that people respect by tying dates to deliverables, not vibes. Tools like a simple milestone calendar, a Gantt chart for complex work, or Agile sprints/Kanban for flow-based work can help — but the tool won't save you if "done" isn't defined. Deadlines should be explicit, shared, and reviewed, especially in hybrid teams spread across time zones. Do now: For each major step, write: owner, dependency, "definition of done," and due date. How do you plan resources, contingencies, and tracking so the plan survives surprises? Plans survive reality when they include honest resourcing, built-in contingencies, and simple tracking that warns you early. Resource planning isn't just budget — it's people, time, tools, approvals, and opportunity cost (what you stop doing to fund this). Under-counting resources creates rework and burnout. Contingencies turn "panic later" into "prepared now." Identify the top risks — supplier delays, staffing gaps, tech dependencies, scope creep — and pre-decide responses. Then track essentials: a few leading indicators (early warnings like backlog growth or missed handoffs) and lagging indicators (results like cost, quality, customer impact). This is classic PDCA (Plan-Do-Check-Act): plan carefully, execute, check frequently, and adjust fast. Do now: Define 3 risks with "If X happens, we will do Y by Z," plus 3 leading indicators to review weekly. Conclusion The planning process is not paperwork — it's how leaders create clarity, speed, and accountability. Define the outcome, baseline reality, set layered goals, design workable actions, lock timelines, allocate resources honestly, build contingencies, and track progress with early warnings. When you repeat the process, execution becomes less stressful and results become more predictable.
OIP's long-term care planning framework is a simple four-step process: Educate → Discover → Present Solutions → Execute. Scott and Bill emphasize that LTC (or “elder care/aging with dignity”) planning works best when it starts early and stays plan-first, not product-first—otherwise the conversation turns into a transaction. They also stress that “self-insuring” is still a plan, but many clients underestimate the non-financial consequences (family burden, caregiver strain, and messy dynamics) that show up when there's no proactive strategy.Evan explains how Waterlily makes these conversations easier and more personalized: a short client intake generates an individualized care timeline (likelihood, timing, duration, care hours, and zip-code-based costs) and helps clients visualize tradeoffs like family caregiving vs. paid professional care. The platform can also model funding approaches by importing policy PDFs (or illustrations) to simulate how benefits would actually pay during a client's predicted claim scenario, and it supports quoting/application workflows to reduce friction and improve execution. **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning
SummaryIn this episode of What in the Wedding, hosts Hannah and Ashley discuss the current trends in wedding planning, particularly focusing on the engagement season, budgeting, vendor selection, and the importance of family dynamics. They provide insights into how couples can navigate the planning process, emphasizing the significance of timely decisions and the evolving role of parents in wedding planning. The episode also addresses listener questions, offering practical advice for couples preparing for their big day.TakeawaysDecember is the most popular month for engagements.Couples are increasingly reaching out to vendors early in the planning process.Budgeting for a wedding should be approached like planning a vacation.Guest count significantly impacts the overall wedding budget.It's important to establish a budget before reaching out to vendors.Moms are taking a more active role in wedding planning than in previous years.Choosing a venue should be prioritized over hiring a planner if couples want to DIY.Vendors should be booked as soon as possible after interviews to avoid losing dates.AI technology is influencing wedding planning and vendor selection.Communication with family members about wedding plans is crucial. Chapters00:00 Welcome to Wet in the Wedding01:13 Engagement Season Insights04:37 Planning Your Wedding: First Steps09:50 Budgeting for Your Wedding14:06 The Role of Parents in Wedding Planning15:57 Choosing Your Vendors20:59 Dresses and Tuxes: When to Shop23:53 The Excitement of Wedding Planning27:50 The Quest for the Perfect Wedding Photo29:37 The Impact of AI on Wedding Photography31:09 Navigating Client Expectations and AI Inspirations33:28 Handling Difficult Family Dynamics41:25 Vendor Booking Timelines and StrategiesKeywordswedding planning, engagement, wedding trends, budgeting, vendor selection, wedding attire, family dynamics, listener questions Hosted on Acast. See acast.com/privacy for more information.
In this episode, Eric Goll shares the powerful 8-step roadmap that transformed his family's approach to future planning for adults with disabilities. If you've felt overwhelmed or unsure where to begin, this episode offers clear guidance to create a customized life plan centered on your loved one's strengths, dreams, and independence. Listeners will discover: - Why defining a "good life" must come before legal or housing discussions - The importance of nurturing genuine friendships and meaningful community roles - How to increase capability and independence with small, steady steps - Ways to design a home and support system that truly fits your loved one Planning for the future can be daunting, but with the right tools, any family can build an Awesome Ordinary Life full of dignity, contribution, and belonging. Ready to start planning? Download your FREE Life Planning 101 Guide at https://www.empoweringability.org/life-planning-101-guide/
Estate planning often starts too late. In Illinois, where state-level taxes are particularly burdensome, fiduciary advisers argue that families can't afford to wait. Learn more at https://goldstonefinancialgroup.com/services/estate-planning/ Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: https://www.goldstonefinancialgroup.com/ Phone: +1 630 620 9300 Email: contactus@goldstonefg.com
In this final episode of 2025, I'm sharing exactly how I plan for a new year in a way that feels grounded, supportive, and sustainable. This isn't hustle planning or rigid goal setting. It's the process I use to create structure that actually frees me.I walk you through my full end of year reflection ritual, how I set intentions across every area of my life, and why regulation, capacity, and self trust matter more than forcing motivation. If you want 2026 to feel different, this episode will show you how to plan in a way your nervous system can actually hold.TOPICS & TANGENTS: • My full end of year planning process from reflection to strategy • Monthly reviews and why I track the year as it's happening • Celebrating what actually worked instead of rushing past it • Setting intentions for life, not just business • Script style intention setting and nervous system safety • Why structure creates freedom, not restriction • The difference between ease and avoidance • Planning with ADHD and limited capacity • Breaking goals into 15 minute or less tasks • Working backwards to avoid all or nothing burnout • Why consistency beats intensity every time • Taking things off your plate before adding morePOINT OF THE STORY:Ease doesn't come from doing less or avoiding effort. It comes from resourcing yourself before, during, and after the work. When your plans honor your capacity, structure becomes the thing that creates freedom instead of pressure.MENTIONED: • Episode 160: How I Plan Profit Without Burning Out • End of year reflection and intention setting practices • Nervous system regulation and capacity based planningIf you've been craving more ease, more clarity, and more support heading into 2026, this episode is your invitation to slow down, reflect honestly, and build a plan that actually serves you.Are you loving it? Send Ash a text! MORE ABOUT ASHI am the definition of duality — I swear like a sailor and break rules like it's my job, but I also hold incredible space for my clients and work my ass off to help them achieve the success they're after. But I'm also here for the non-preneur woman, too. My background in counseling gives me a unique perspective on what it means to show up, serve, & create connection for those who feel like they've never belonged before. LINKS: Become the Regulated Woman Get emails that feel like your best friend (if your best friend was a therapist and actually told you the truth). Use code BB20 to get The Burnout Breakthrough for only $7 Follow me on IG (dropping in once a quarter for updates & gossip) Website: ashmcdonaldmentoring.com Work with me 1:1 Therapeutic Mentorship Business Therapy (therapy + strategic mentorship) ...
In this “Best of 2025” episode, David Lau brings together Daniel Crosby, Matt Regan, and John Thiel to explore how annuities fit into modern financial planning—bridging behavioral finance, retirement income, and risk management to help advisors build plans clients can actually stick with.Learn more at https://www.dplfp.com/series/advisor-revelations-podcast
The Efficient Advisor: Tactical Business Advice for Financial Planners
In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why creating a standardized framework is one of the most powerful growth levers advisors can implement. This conversation is rich with actionable insights, real-world scenarios, and practical guidance for building a more scalable practice.
Are you feeling like you need some encouragement as you are looking ahead to 2026? Do you love planning your year or maybe not so much? Do you need a good look at the rhythms in your life that serve you, bring you closer to the Lord, and ultimately help you carry out God's assignment for you? This episode is for you. Resources from this episode: Just Do Something by Kevin DeYoung Rhythms Reset Living Fearless by Jamie Winship The 12 Week Year Send Nancy an audio message! Dwell Bible App Discount Join my email list! Visit my Amazon Cornerstore! Nancy Ray Website Nancy Ray on Instagram Affiliate links have been used in this post! I do receive a commission when you choose to purchase through these links, and that helps me keep this podcast up and running—I truly appreciate when you choose to use them!
A Clare architect is accusing the Government of making a "superficial effort" to fix the planning process. The Cabinet is to be briefed on proposals this week on putting caps on the legal costs those behind judicial reviews can claim from the State. Under the plans, the limit for a standard case would be €41,000 while for complex cases it would be €53,350, and €65,800 would be the maximum for a very complex case. Ogonnelloe-based architect Garry Miley believes the proposed legislation serves no one.
In this episode, Dr. Peter Kim walks you through his simple and intentional annual planning process. He shares how he reflects on the past year, identifies what truly matters, and sets meaningful goals for the year ahead. You will hear how he designs his "Freedom Calendar" so life comes first and work supports it, not the other way around. If you are feeling overwhelmed, reactive, or ready to create a year with more purpose, this episode will show you exactly where to start. Tune in! Lighstone Direct brings this episode to you. Lightstone DIRECT brings you the same multifamily and industrial deals that we pursue with our own capital — no middlemen, no blind funds. Partner with a $12B AUM institution. Lightstone co-invests a minimum of 20% in each transaction, right by your side. You're an institution. Time to invest like one. Learn more about Lighstone Direct! Are you looking for a community to encourage you as you begin, or want to accelerate your business to the next level? Then join thousands of physicians who share the same journey of creating their ideal lives through multiple streams of income by joining us in our Facebook communities such as Passive Income Docs and Passive Income MD.
Can you believe that in just over a month we'll be waving bye bye-bye-bye to 2025 and welcoming in 2026 – that's wild right?!I swear to dog we started 2025 like 5 minutes ago – but here we are white knuckling it until the end of the year. And I don't know about you, but I've already started thinking about and planning what 2026 is going to look like for myself and the business. This is something I do every year around this time because I know when I prioritise it NOW, this means I can actually switch off over the Christmas / New Year period and rest and recharge…Knowing that come January, I can dive straight into creating magic without feeling like I'm already 5-steps behind. You're setting yourself up for success when you have a plan to guide you. And I know this time of the year is hectic and you're eye-balling that break – but the most successful people in business aren't waiting until next year. They're doing it now.So in today's episode of the How I Do Content Podcast, I'm going to take you through my simple and powerful yearly planning process.It only takes around 30 to 60 minutes AND will set you up for success (with less overwhelm and stress) in 2026.So let's get planning! WORK WITH ME IN 2026If working with me in 2026 is something you've been thinking about, the best place to do that is inside Micro Messaging.Right now, I'm calling in witches and wizards to start in January.The price is going up in January, so if you want to lock in 2025 pricing, either jump on the waitlist or be ready when I drop the details in the next week. https://thesocialbolt.com.au/messaging-waitlist/ WANT MORE?Watch my 22 minute Obvious Choice Offer Training at https://thesocialbolt.com.au/obvious-choice/ Follow Tahryn on Instagram at http://www.instagram.com/thesocialbolt Find out more at https://www.thesocialbolt.com.au TOPICS COVERED IN THIS EPISODEYearly business planning, 2026 business plan, how to plan 2026, end-of-year business planning, online business planning process, annual planning for entrepreneurs, year-in-review questions, business reflection questions, how to set business goals, 2026 goal setting, business revenue goals, offer suite audit, how to review your offers, pricing increase strategy, when to raise prices, 2026 launch plan, launch planning for online business, marketing plan 2026, content planning 2026, capacity planning for entrepreneurs, time-off planning for business owners, business support team planning, when to hire a VA, when to hire a business coach, business investments 2026, financial review for small business, marketing data review, sales data review, audience growth tracking, conversion rate review, planning for business growth, avoiding overwhelm in business, how to plan your business year, simple business planning process.Background Music is Copyright Free. You're free to use this music in your videos.Track: Harry Potter Theme SongMusic promoted by Chayatori RecordsVideo Link: https://youtu.be/WY8-lVlLhWE
What would it feel like to walk into 2026 already clear, confident, and ready to receive everything you desire – instead of feeling behind or scrambling to figure it out in January?In this episode of the Feminine Fire Podcast, I'm taking you behind the scenes of my own end-of-year planning process – something I do every December, both for myself and with my clients.Whether you're listening as this drops in late 2025 or tuning in closer to the new year, this episode will help you set the energetic and strategic tone for an abundant 2026 in business.This is the planning process I've used to grow, evolve and stay on track over nearly a decade in business, and I know it will support you too. You'll walk away with the 5 most important things to do now to set yourself up for the new year.If 2025 didn't go the way you hoped, this is your invitation to decide right now that 2026 will be different – and it all starts with having a solid plan for the year ahead. Let's go!Links mentioned:Join the waitlist for the Spiritual Business Mistressmind: beccuzzillo.com/mistressmind Want more?Connect with me on Instagram @bec_cuzzilloDownload my FREE Guide: The ChatGPT Prompts To Create Your Body Of Work To Stand Out AND Sell OutWebsite: www.beccuzzillo.com
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1885: Michael Mehlberg breaks down a practical, no-fluff system for turning each month into a launchpad for long-term success. Learn how to reverse-engineer your yearly goals into weekly actions, use habit tracking to stay on course, and maintain balance across life's many "juggling balls" all with a simple, repeatable method that keeps your priorities in sight and your progress measurable. Read along with the original article(s) here: https://michaelmehlberg.com/blog/2018/10/9/10x-your-success-rate-with-this-monthly-planning-process Quotes to ponder: "You can't get to where you're going unless you know where you are." "Every day, you track the habits and skills that are necessary to achieving your goals. Each box is a simple yes/no test." "The goal is to keep all these balls in the air at all times. Drop any one of them, and something fails."
Heads up: this is a bit of a ranty episode, but hopefully it's useful!The November sale info is here: https://www.amymcdonald.com.au/sale There are only 5 places remaining.If you value this show, please do consider supporting my work on Patreon. It's just $5 AUD a month and it makes a big difference to me. Here is the link: https://www.patreon.com/AmyMcDonald
Are you feeling overwhelmed by the year-end rush? As the holidays approach, the pressure to finish tasks, meet deadlines, and prepare for the new year can feel intense. But what if you could reduce the stress, stay on top of your business, and still enjoy the season? In this episode, I'm walking you through a planning strategy to help you wrap up the year with clarity and confidence. I'll share my approach to creating a "bridge plan" that transitions you smoothly from Q4 to Q1, helping you prioritize what needs to be done now and what can wait until January. You'll learn how to create a "soft landing, smooth takeoff," avoiding that last-minute scramble and starting the new year refreshed. Get full show notes, transcript, and more information here: https://www.desicreswell.com/158 For the resources mentioned in this episode or to stay tuned for details about Create Your 2026 Roadmap, click here: https://www.desicreswell.com/resources Sign up for my Monday Mindset email list to get bite-sized insights on topics that you can use to set your week up for success: https://www.desicreswell.com/monday-mindset Follow along or send me a message on Instagram: https://www.instagram.com/desicreswell/
WGN Radio's Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more! This week on The Alpha Wealth Hour, Tom helps us simplify the retirement planning process. What does the cost-of-living adjustment (COLA) mean for your Social Security? And if you still have a pension, is the […]
Ever wonder how Pastor Joie keeps her life, family, ministry, and priorities organized without losing her peace? In this episode, Pastor Joie invites you to sit down with her as she walks you step-by-step through her personal planning process.From prayerfully setting intentions to mapping out weekly rhythms, Pastor Joie shares the exact tools, habits, and heart behind how she plans her days with purpose. You'll hear how she balances ministry, motherhood, work, and rest—without striving for perfection.Grab your planner, a pen, or just listen in as Pastor Joie shares practical tips, time-saving strategies, and the mindset that keeps her grounded and aligned with what God is calling her to focus on each week.Whether you're craving more structure, want to plan with God at the center, or simply need a reset, this episode will help you create a planning rhythm that supports your season, brings clarity, and leaves room for grace.Order The Joie Miller Planner here: https://joiemiller.co/planner-product-pg
Want to improve your case acceptance and streamline treatment planning in your dental practice? In this episode, Dayna Johnson breaks down how to master treatment planning in Dentrix, covering everything from case dates and alternate cases to customizing treatment plans for better patient understanding. Drawing insights from a recent Dentrix User Meeting, Dayna shares how small adjustments in your treatment planning process can have a big impact on efficiency, communication, and production. ✅ Key Takeaways: ~ Treatment planning is the foundation of strong case acceptance. ~ Use case dates strategically for tracking expiration timelines. ~ Link alternate cases to present multiple options to patients clearly. ~ Customize treatment plans to focus on what patients really care about—their out-of-pocket costs. ~ Always accept or reject treatment instead of deleting it for accurate tracking. ~ Clear communication is essential for patient trust and workflow harmony. ⏱️ Chapters: 00:00 Introduction to Treatment Planning 02:44 Understanding Case Dates and Their Importance 05:19 Linking Alternate Cases for Better Patient Options 08:34 Customizing Treatment Plan Estimates 11:21 Accepting and Rejecting Treatment Plans
I'm in the early stages of planning my next virtual summit, and in this week's video, I'm pulling back the curtain on the 5 main things I've done so far, during the very initial planning, as we move toward making this summit happen. If you have other projects wrapping up before you can start your summit, this behind-the-scenes look will give you some great things to think about in the meantime!
Ready to unlock your Property Investment game in 2025? Grab your FREE copy of our Buy-to-Let market guide today! https://bit.ly/buy-to-let-hotspots-guide-2025 ——————————————————————In this episode of This Property Life, Nick and Caroline continue their four-part series on controlling the Uncontrollables in property investing. In this part, they focus on navigating the complex world of planning permissions, builders, and contractors. What You'll Learn:The importance of understanding the planning process and how it varies from council to council.The difference between permitted development and full planning applications, and how to use them strategically.How to choose the right architects and planning consultants who can help push your projects through.Real-world experiences of dealing with unpredictable planning officers and how to deal with delays or rejection.How to make smart decisions with builders and contractors while avoiding the typical traps that lead to frustration and delays.Timestamps[00:00] - Introduction[01:21] - Overview of the Episode[02:40] - Understanding the Planning Process[05:55] - How To Use The Local Authority's Planning Portal [08:18] - Pros and Cons of Pre-Applications[15:25] - Working with Historic Scotland[22:33] - Planning Timeframes, Delays & Tactics[28:59] - How The Committee Process Works[36:19] - Political Bias & Planner Personality Conflicts[42:31] - Closing Thoughts: and Key TakeawaysThis Episode is Kindly Sponsored by:Visit thispropertylife.co.uk for more resources, networking events, and industry insights.Follow Caroline Claydon Socials:Instagram: https://www.instagram.com/carolineclaydon.property/ LinkedIn: https://www.linkedin.com/in/caroline-claydon-property Website: https://www.carolineclaydon.com/ Follow This Property Life Podcast on Socials:Website: https://thispropertylife.co.uk/ Apple: https://podcasts.apple.com/gb/podcast/this-property-life-podcast/id1540075591 Spotify: https://open.spotify.com/show/6ULlN2eRKWojGRAkiSa0mZ LinkedIn: https://www.linkedin.com/company/this-property-life-podcast/about/ YouTube: https://www.youtube.com/channel/UCtmPj98bC6swNuYRCaUGPUg Hosted on Acast. See acast.com/privacy for more information.
Financial planning is about defining and prioritizing your goals and values, and developing a roadmap to help guide you through the many decisions that lie ahead. Donna and Nathan take us through the steps in the financial planning process, and discuss how working with a fiduciary can help you take the reins on your future retirement. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 9/26/2025; Original Air Date: 11/22/2022. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
A Clare architect claims the planning process is getting slower and says he doesn't believe bringing in new laws to tighten the judicial review process will act as a "panacea". It comes as Justice Minister Jim O'Callaghan has indicated he'll introduce new legislation to ensure those who make judicial reviews "have an actual interest in the process" and aren't halting developments to "suit their own agenda". A number of high-profile residential, commercial and infrastructural developments in Clare have been held up in recent years by lengthy appeals processes. Ogonnelloe-based architect Garry Miley insists a "root and branch" approach is required.
Book your free Time Freedom Audit call here: https://docs.google.com/document/d/1YsOE-H1gnkSnDvDTbpUmXLpixgLwDrGq17E2PFTsT6U/edit?usp=sharing If you're planning your next 90 days the same way you planned the last, you're about to repeat the same cycle: overbooked calendar, scattered focus, and another quarter that leaves you exhausted instead of accomplished. Most founders make the same mistake: they plan like they have unlimited time and perfect circumstances. Real CEOs plan with strategy and reality. In this episode of The Organised CEO, I share my 6-part CEO Planning Process - the exact framework I use inside my Make It Happen Collective retreats to help ambitious founders create 90 days of momentum without burning out. You'll learn: How to reflect like a CEO (and why most founders skip this critical step) The 7 Pillars Diagnostic that reveals your hidden bottlenecks Why aligning your 12-month goals matters more than adding new ones The secret to setting a quarterly theme that filters every decision How to actually execute your plan with the 30-60-90 method The mindset shift that turns plans into reality (instead of day-30 failures) By the end of this episode, you'll know how to design a 90-day plan that works with your real life, not against it, so you can reclaim time, reduce overwhelm, and finish the year with strategic momentum.
The CMS Estate Planning Process Step-by-Step
In this episode of FP&A Tomorrow, host Paul Barnhurst and co-host Glenn Snyder explore what really makes a budgeting process succeed, or fall apart. Drawing from decades of experience in finance and corporate strategy, Paul and Glenn share lessons learned from real budgeting cycles, including where things went wrong and how they were fixed. They cover everything from headcount planning mistakes and unrealistic timelines to aligning business partners and creating buy-in at the executive level. Whether you're in the middle of budget season or preparing for one, this conversation is packed with practical advice you can take straight to your team.Glenn Snyder is a strategic finance leader with deep experience across public, private equity, private equity-owned, and family-owned companies. He currently serves as Head of FP&A at Riveron and brings expertise in financial analysis, corporate strategy, modeling, and budgeting. Glenn has worked across several industries including SaaS (healthcare and telecom), eCommerce, data centers, and FinTech. He is also a Fractional CFO, mentor, and educator, with a long-standing connection to UCLA where he supports students and emerging finance professionalsExpect to Learn:Why automation should be baked into FP&A from day oneWhat accountability-based forecasting looks like in practiceHow to shift FP&A from a cost center to an operational partnerPractical methods for protecting your most valuable asset: timeWhy “humble curiosity” is essential to understanding the businessHere are a few quotes from the episode:"Fully burdened compensation isn't just salary plus bonus, there's a lot more under the hood." - Glenn Snyder"Budgeting is a chance to learn the business, not just fill in a template." - Glenn Snyder"Finance exists to help the business make better, faster decisions." - Paul BarnhurstGlenn Snyder emphasized that budgeting is most effective when it's collaborative, strategic, and grounded in real business understanding. He reminded us that finance's role is to support decision-making, not just manage numbers. With clear communication and thoughtful planning, budgeting can become a tool for alignment and impact.Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A's strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0DqppFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Website - onemomentintimenovel.comFollow Paul: Website - https://www.thefpandaguy.com/LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few...
Brendan Slattery, Solicitor specialising in planning and environmental law at McCann FitzGerald, discusses an amendment around Judicial Reviews which is before cabinet today.
Fianna Fáil's Sean Fleming, Chairman of the new Oireachtas Committee on Infrastructure, discusses a report published today on requirements needed in order to deliver a revised national development plan.
Navigating Egos and Emotions During the College Planning Process – With Jack Wang Hosts Kathleen Kenealy and Michael Connaughton speak with Jack Wang, a nationally recognized college funding expert who helps families answer two critical questions: how to lower the cost of college and how to pay for it without derailing their financial future. Tune in to hear us talk about what the NFL draft has to do with the financial aid system; common misconceptions parents and students have about paying for college; why the phrase “ you can borrow for college but you can't borrow for retirement” drives Jack bananas; and creative ways families can save and pay for college that don't involve selling a kidney. https://www.linkedin.com/in/thejackwang/ https://podcasts.apple.com/us/podcast/smart-college-buyer/id1800378410 jack@longhornfin.com
Everyone loves to talk about quarterly planning like it's just a checklist: revisit your goals, double down, push harder. But that's not how I approach it - and honestly, that's not what helps you scale sustainably.In this episode, I'm bringing you behind the scenes of my actual Q3 planning process - what I'm focusing on in my business, what I'm letting go of, and where I'm choosing to spend my time and team energy. You'll hear how I review data, evaluate visibility strategies, and reflect on what's actually working.Because growth isn't just about offers or pricing. It's about alignment, honest reflection, and knowing what to double down on - and what to walk away from. I'm sharing all of it with you here.
Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm's youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping clients achieve their long-term financial goals.His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.Clark Smith's career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.Learn more: https://goldenyearsria.com/Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-planning-process
Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm's youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping clients achieve their long-term financial goals.His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.Clark Smith's career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.Learn more: https://goldenyearsria.com/Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-planning-process
Join the Imagen Community on Facebook to continue the discussions between episodes.Unlock the secrets to enhancing your photography business with top tips from Erica and Jon Hayes! Whether you're trying to streamline your pre-production or fine-tune your pricing model, this episode of Workflows offers invaluable insights.Erica + Jon are a husband and wife brand photography team that partner with brands to tell their unique Brand Image Story and create compelling imagery for marketing using their Plan • Style • Create™ method. Their work has been featured on billboards, utilized on storefront signs and published in magazine spreads across the country. Their success building a multi-6 figure brand photography company has inspired them towards helping educate others to achieve similar success in the brand photography space.Join Scott Wyden Kivowitz as he chats with Erica and Jon Hayes, the dynamic duo transforming brand photography with their unique approaches to planning, execution, and pricing. Discover how they balance creativity and business acumen to deliver exceptional value to their clients."I think what we need to do is just get a fresh start and so it's like it, we can really just read each other, in that way, which I think is beneficial and should be the case with any second shooter you go on, is just to be able to communicate." - Erica HayesResourcesErica and Jon's ResourcesV-FlatsWhy You Should Listen:Learn innovative strategies to improve your brand photography planning and execution.Discover how flexible pricing can tailor to diverse client needs.Understand the balance between creativity and business in a successful partnership.Hear real-world examples of optimizing photography for client success.Gain insights into managing content creation and staying connected with your audience.Ready to elevate your brand photography game? Tune in to this episode to gain insider knowledge from industry experts Erica and Jon Hayes, and discover how you can make meaningful changes to your workflow.(00:00) - 60 (01:28) - Pre-Production and Planning Process (01:52) - Client's Ideal Client and Brand Message (02:54) - Challenges and Learning from Failures (05:51) - Understanding Client Needs and Feedback (11:49) - Dynamic Work Split Between Erica and Jon (16:58) - Pricing Model and Custom Quotes (21:34) - Understanding Value Add Services (22:28) - The Importance of Image Licensing (23:41) - Managing Additional Expenses (24:08) - Building a Pricing System (24:49) - Set Building and Location Sourcing (28:22) - Content Creation Challenges (34:16) - Future Goals and Podcast Plans (36:58) - Outsourcing and Team Building (39:15) - Conclusion and Resources
On Episode 048: “Behind The Scenes of Your Wedding Planning Process” we pulled out some very ‘behind the curtain' questions about how vendors think, operate, what drives us nuts and how we work best with our couples. Joining me on the show this week is veteran photographer Cristen Clark, owner of Autumn Olive Photography. She's got 17 years of experience and she and I had so much fun answering these questions that most couples don't even think to ask. There's a little bit of controversy, highly debated topics in the wedding world & more - we hope you learn something from this episode that will make your process a little smoother and help you and your vendors get along a little better! Your host:Taylor Rhyne - Lemons & Willow Event Management, Owner & Lead Planner @lemonsandwillowevents www.lemonsandwillowevents.comThis Week's Guest:Cristen Clark - Autumn Olive Photography, Owner & Lead Photographer@autumnolivephotography www.autumnolivephotography.comFollow along on social media!@dazedandengagedpodcast Send us YOUR wedding planning questions to dazedandengagedpodcast@gmail.comNot ready to hire a planner or just have some wedding planning questions you'd like personalized help with? Book a call with Taylor today! 1 Hour Wedding Consulting for non-clients ($150.00) - https://calendly.com/lemonsandwillowevents/wedding-consulting-1-hourThank You To Our Sponsors This Week: The Cigar Box@mobilecigarbox@sundayafternoonsmokes www.mobilecigarbox.com Lemon or Lime - bar service @lemonorlimesc www.lemonorlimebar.com/charlotte
Schedule time blocks for your deliverables and action steps on your month-to-month calendar.I've written about my entire planning process in The Everyday Hero Manifesto. The starting principle is to remember that the things you schedule are the things that get done. And without a clear plan for each week, you're certain to be reactive instead of peaceful, productive and strategicFOLLOW ROBIN SHARMA:InstagramFacebookTwitterYouTube
Earlier this week I mapped out the next 4 months of projects for our company and I thought it would be fun to give you a behind-the-scenes look at my process! I shared about my flexible planning framework, how I prioritize business needs while honoring family commitments, and how I have a solid plan, but also leave room for inspiration to strike. Listen to the quick episode and then, join the conversation in the Summit Host Hangout Facebook group to share your thoughts and ask any questions you have. Join the community here >> https://www.facebook.com/groups/summithosthangout/
This week on the GeekWire Podcast: An inside look at Amazon's classic process for strategic thinking and decision-making, with a former Amazon product and technology director who has written new book about the documents used by the company to determine its direction. What can others learn from its approach? Plus, we break down this pivotal moment in Amazon's history, as employees return to the office five days a week; and we check in on the state of the Seattle startup world. Our guest is Marcelo Calbucci, a serial entrepreneur and longtime Seattle startup community leader who has worked for both Amazon and Microsoft. His new book is The PRFAQ Framework: Adapting Amazon's Innovation Framework to Work for You. It's available in hardback and Kindle. Calbucci has also created a giveaway contest for GeekWire readers and listeners. Enter here for a chance to win a copy of the book. With GeekWire co-founder Todd Bishop; edited and produced by Curt Milton.See omnystudio.com/listener for privacy information.
You've been graced with 12 pristine months, fresh and available for you to shape into your highest destiny. I know—and trust—you'll apply your genius well, as the months ahead unfold.To help you win (in a very big way), I walk you through a planning process that will maximize your positivity, productivity, success and happiness.If you'd like me to mentor you for the first 66 days of this year so you start it amazingly strong, I'd be honored to help you shine… …read the special announcement here.FOLLOW ROBIN SHARMA:InstagramFacebookTwitterYouTube
Let's listen once again to one of our Podcast Favorites. This episode empowers middle school ELA teachers to plan an entire month or semester of lessons in advance, transforming the weekly grind into a streamlined, stress-free process. Learn to map out units, align with standards, and categorize lessons into 'into,' 'through,' and 'beyond' for maximum impact. Say goodbye to late-night planning and hello to high-quality lessons and personal time!
2025 isn't just about blowing up your business; it's about building your RICHEST YEAR YET-- rich financially, yes, but also rich in connection, joy, creativity, passion, fun, and fulfillment.Press play so I can walk you through exactly HOW to map out your master plan.JOIN THE RICHEST YEAR YET: https://mariewold.thrivecart.com/new-year-programFOLLOW MARIE + INQUIRE ABOUT MORE PROGRAMS: https://www.instagram.com/marieewold/
Erika Wood is the Director of Wealth Management of VisionPoint Advisory Group, a hybrid advisory firm based in Dallas that oversees approximately $3 billion in assets under advisement for both 780 client households and retirement plans. Erika's firm stands out for its use of centralized financial planning and service teams, along with a ticketing workflow system, to streamline a firm-wide planning process, efficiently serving a private wealth client base with $600M in assets under management. Listen in as Erika shares how her firm streamlines client meetings and task completion, ensuring efficiency and accuracy across all client interactions. She discusses her firm's approach to client segmentation and fee-setting based on a data-centric analysis of service costs, adding a profitability buffer to maintain a sustainable business model. Erika also talks about how her firm builds client loyalty, as well as the importance of advisors finding their niche in the financial planning field to maximize their unique strengths. For show notes and more visit: https://www.kitces.com/415
On this week's EDU Discussion edition Jim and Chris welcome back Jake Turner, a fellow planner from the JSA team, as they take some time to opine on how some listeners are implementing their own versions of our retirement planning process. The post How Listeners are Implementing Our Planning Process: EDU #2444 appeared first on The Retirement and IRA Show.
Taking it back to basics! Here's the details of our easy-to-follow 6-step planning process to customize your Walt Disney World vacation. Links: 6 Step Disney World Planning Process Walt Disney World Crowd Calendar Disney World Touring Strategies Leave me a message (including trip report submissions) Please use the SpeakPipe link below to leave us a message with your first name, location, and trip info. Be sure to include your exact trip dates, who is in your party, where you will stay, and anything unique about the trip. You can do that using your computer or phone at https://www.speakpipe.com/WDWPrepToGo Subscribe to get new episodes There are a few ways to get new episodes of WDW Prep to Go (if you're used to listening on the website, subscribe so you can take new episodes with you on your phone) Subscribe in iTunes (and please leave a review!) Subscribe in Google Podcasts Follow on social media Instagram Facebook Pinterest TikTok YouTube Ways to support us Become a Patron Get a quote request for a future trip from Small World Vacations Subscribe to the WDW Prep School weekly newsletter Podcast Episode Finder WDW Prep Merch Visit the site Things we recommend Affiliate Links: Amazon DVC Rentals Quicksilver Tours and Transportation Small World Vacations Designer Park Co - Use code “WDWPrep” to save 10%
If you're anything like me, the end of the year is a time when excitement starts to bubble up—thinking about the fresh opportunities and all the things you want to achieve in the coming year. But before you get lost in a sea of ideas, let's talk about how to create a rock-solid plan that actually works. If you're asking questions like: Should I plan annually or by quarter? What do I do about the things that aren't working – double down, or pivot? And HOW do I audit the year to know exactly what is driving results? Then let's discuss... This episode will be the encouragement to lay the foundation well for your year and it will totally change the way you annual plan for the better. So, if you're ready to set yourself up for a year of growth and balance, grab your notebook because this episode is going to give you the blueprint to do just that. Let's dive in! Goal Digger Facebook Community: https://www.facebook.com/groups/goaldiggerpodcast/ Goal Digger Instagram: https://www.instagram.com/goaldiggerpodcast/ Goal Digger Show Notes: https://www.jennakutcherblog.com/yearlyplan Thanks to our Goal Digger Sponsors: Make B2B marketing everything it can be and get a $100 credit on your next campaign. Go to http://linkedIn.com/goal to claim your credit! Get 20% off the $25 Working Genius assessment at http://workinggenius.com with code GOALDIGGER at checkout. Cut your wireless bill to $15 a month at http://mintmobile.com/goaldigger! Learn how to start a Photobooth business and get my exclusive promo code at http://photoboothsupplyco.com/goaldigger. Sign up for your $1/month trial period at http://shopify.com/goaldigger. Get all the Goal Digger goodness you love COMPLETELY ad-free. Visit jennakutcher.com/adfree to subscribe today!