Creating a Vision Plan for 2015

December 19, 2014


Can you believe today’s episode is the last show of 2014? We’ve had an incredible year at The Money-Guy Show and within our Tightwad Nation community, and it’s important that you know how much of a difference you’ve made both in our lives and for a wonderful cause.

We launched The Big Give at the beginning of this year and have raised thousands of dollars for autism awareness through the sale of our Tightwad Nation gear — and we couldn’t have done it without our wonderful community.

If you haven’t gotten in on this effort yet, there’s still time to do so. When you purchase your Tightwad Nation apparel from the shop, you’re making a statement: you’re a trendy tightwad who supports an amazing cause, because 100% of the proceeds from gear sales go straight to charity.

How to Set Up for Success with a Vision Plan

With this last show of the year, we wanted to do something a little different and get you set up for success in 2015 — although Bo and Brian did quickly run through some year-end tax planning tips for those of you who were looking for that free financial advice The Money-Guy Show loves to provide.

The real focus of this episode was to walk you through how to set up your vision plan for 2015. Brian underlined the fact that personal vision planning can mean going bigger than the typical resolutions that people forget by February.

You can take action and do something huge. You can change your life in the new year with the right drive, determination, and dedication to your goals. There are no limits!

7 Steps to Vision Planning for 2015

With that in mind, Brian explained the 7 steps you need to go through in order to create a personal vision plan for 2015:

  1. Write it down! Record your goals.
  2. Know and understand your why. What’s driving you?
  3. Recognize that passion and purpose can win out over anything life throws at you.
  4. Plan for the worst, so you can get through tough times.
  5. Don’t shy away from the path that’s hard or not fun. Do what needs to be done to reach success, even if it’s not your favorite thing in the world to do.
  6. Develop benchmarks and track your progress.
  7. Be generous and connect with generous people.

Bo also mentioned an important practice that can further set you up for success. He agreed that writing things down does wonders for your goals, and explained how the practice of writing things down and revisiting what you’ve put on to paper (or on the screen in a spreadsheet) can help you achieve success.

Getting up close and personal with the numbers and the details affects how you think about things throughout the year — and can encourage you to make better decisions that get you closer to those big goals.

A Big Question for Money-Guy Show Listeners

Brian closed the show with a special, important question for the Tightwad Nation and all listeners of The Money-Guy Show. Be sure to tune in to catch the question — and email Brian and Bo with your answer and thoughts.

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