We are less than 2 weeks from 2023!
I’m sure you have done some planning for next year or you’re starting to, so I thought I’d take this Quick hits to share some of my favorite tools for year end planning.
Here are some items me and other advisors use to plan for the coming year!
- Michael Hyatt’s Full Focus Planner
- I use this to outline my year, quarter and days. It sits by my side all the time.
- If you didn’t use anything else besides this to do your personal planning, you are doing just fine!
- Finalize your One page Strategic Plan
- Sample Plan here
- If you’d like to go through the AE Success Plan where we build out a 1-page plan together, please let me or your coach know!
- Build out your Vivid Vision
- AE University Module – Vision, Goals, and Growth – Annual Business Planning
- Ed Slott’s Year End Checklist
- Print out your 12 month calendar:
- This is important to see all 12 months laid out.
- For me I like to plan marketing, my family trips, time off, trainings, events, team get togethers etc. to see how they are spaced out.
Here are your Quick Hits:
12 Merry Retirement Statistics: 2022
- How about some positivity to kick off today’s Quick Hits?!
- “More than 6 in 10 Americans feel they are on track for retirement”
- “Fewer than 1 in 4 Americans Report Struggling in retirement”
Morningstar lifts “safe” withdrawal rate for retirees
- I find it funny how a pure equity investment philosophy can use the word “Safe” at all…
- While lower than the traditional 4% withdrawal assumption commonly cited by media pundits and financial planners, the new figure is appreciably higher than the 2021 figure, which was 3.3% for a balanced portfolio with a 90% projected success rate.
Investors Yank Money From Commercial-Property Funds, Pressuring Real-Estate Values
Why a Stoic Wakes Up Early
- I’ve been a fan of Stoic Philosophy for a long time and loved this concept of why a Stoic would wake up early. We all know we should, but this article gives great context.
- “I think Christ has recommended rising early in the morning, by rising from his grave very early,” observed the theologian Jonathan Edwards in the 1720s. Is that why quiet mornings seem so holy? Perhaps it’s that we’re tapping into the traditions of our ancestors, who also rose early to pray, to farm, to fetch water from the river or the well, to travel across the desert before the sun got too hot.
- While you’re fresh. While you can. Grab that hour before daylight. Grab that hour before traffic. Grab it while no one is looking, while everyone else is still asleep.
