Life Goal Planning With Your Spouse

Life Goal Planning With Your Spouse

Houston, TX · Member since 2017 · 20 posts · 4 votes

Hey BP!

A little backstory on why I'm writing this post... My wife and I have been together for about ten years and we've never taken this topic super seriously. What I mean is we've never sat down, wrote down our goals, discuss what we want out of life, created action items, followed up with each other on them, or anything like that. Sure, we talk often about what we want to do, big ideas we have, family vacations we want to take, etc. but things don't always get done like you hope. It's not that it hasn't worked this way, but I sincerely want to be more deliberate about the future.

SO, the purpose of this post is to ask what methods/recommendations/approaches do you have when it comes to setting goals and sticking to them? Especially with a partner. For example, I love how @Brandon Turner often talks about on the podcast how he and Heather have their annual dinner on new years day to discuss the upcoming year. And how Wendy Papasan discusses when her and Jay started serious goal planning, they created a list of questions that focused on their relationship that turned out to be the foundation for their working partnerhsip/marriage. They also discussed how they took the idea of an off-site business leadership retreat and placed a focus on family.

SO, how do you approach goal planning? How do you stick with it? Any and all comments welcome. Personal experiences, books, podcast episodes, journals, etc.

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  • Investor · Lehi, UT · Member since 2015 · 435 posts · 300 votes
    6y

    Each month for the past 3.5 years I calculate my net worth. I pull every credit card, every bank account, every loan I have on a property, every IRA/401k account put, every bank account, and put it all onto one spreadsheet. Review our annual goals and family goals. Then I track month over month how much it has grown or gone down. Then I give an "executive summary" to my wife about where we are at. It gets the conversation started and has been very helpful to help us be more aware.

  • Rental Property Investor · Annapolis, MD · Member since 2011 · 232 posts · 170 votes
    6y

    @David Seale sit down with your wife and ask yourselves this question. What would our perfect day look like in 10 years? Start exploring and brainstorming what you want your life to look like. Then create a digital vision board that you can keep on your phone and computer background. Also print it out and laminate it. Each New Year’s Day my wife and I review and plan our goals for the upcoming year that tie back to our vision board. Print them out, laminate them and keep them in front of your bathroom mirror so you see them everyday.

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