024 Beyond Your Wedding Day Podcast- Getting Organized and Setting Goals

by mike on March 1, 2011

024 Beyond Your Wedding Day Podcast- Getting Organized and Setting Goals

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In this episode of the Beyond Your Wedding Day Podcast, we begin discussing the book Smart Couples Finish Rich by David Bach. We discuss step 3 (chapter 3) about planning together.

Just a little bit of planning can lead to big rewards.

Vince Lombardi: “Failing to plan is planning to fail.”

The three fundamental truths of planning:

1) You have to figure out your current situation

2) You have to plan where you want to finish

3) You need to monitor your progress

Use a filing system to get your financial papers organized.  This will lower stress and help you monitor your progress.

Seven rules for making goals:

1) Make your goals based on your values (see episode 23)

2) Make your goals measurable and with a deadline

3) Put them in writing

4) Take an action toward your goals within 48 hours

5) Get someone to help: seek out an expert or role model

6) Figure out how much money, if any, your goal will cost

7) Match up your goals as a couple

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