A simple strategy to make the next 12 months your best yet

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Welcome to 2016! This is the perfect time to look back on the past year and forward to the New Year.

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In today’s show, I cover three topics related to looking back and forward.

  1. Three key questions to ask yourself as you reflect on 2015. Yes, it’s important to look back so you can use the year’s experience to propel you in the New Year.
  2. Use the year ahead to “risk walking new ground.”
  3. Three important steps to take that will make 2016 your best year yet.

I end the show with a quote from a daily email I receive called “Our Daily Bread.”

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Friday Podcast Highlights

1.  Steve Lockshin recently shared with me the idea of creating a “failure budget.” Here’s an earlier podcast I recorded with Steve where he discusses some of his other ideas that helped him be named the #1 independent financial advisor in the United States by Barron’s Magazine.

2.  I love the idea of “risk walking new ground.” Learn more about it from the book, Repacking Your Bags by Richard Leider and David Shapiro. And while you’re at it, revisit the podcast I did with author, speaker, and retirement expert Mitch Anthony on helping clients retire well and live a meaningful life, read his book, The New Retirementality, and listen to the podcast I did on Retirement Coaching. 

3.  Complete the Annual Business Plan template I discussed in recent episodes. Click here to download the template. 

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Steve is the founder of Belay Advisor and a NYT bestselling author, podcast host, speaker, and financial advisor coach.

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