173. Getting on the Same Page with Money | A Couples Goal Setting Retreat Case Study

The ONE Thing

NOVA Media

Entrepreneurship, Business, Careers

4.8 • 1.1K Ratings

🗓️ 21 January 2019

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

Do you have a New Year’s Resolution about your health, organization, or money? There’s a good chance you do because, statistically, these are the three most common goals people set every year. But as we mentioned in the last episode, only eight percent of people actually succeed in implementing their resolutions. One of the big challenges here is that you can’t succeed alone, especially if you have a significant other, but so many of us try to. Today, we are sharing the case study of a couple who ran up against that challenge year after year – which, ultimately, meant they were fighting about money year after year – until they started having an annual couple’s goal-setting retreat 10 years ago. Now, Jenn and JP Lewis never fight about money, and in this episode, we’re going to break down how they did it and the ONE thing you can do today that will make everything else easier or unnecessary when it comes to setting your annual goals. In this episode, you will learn... [4:45] Jenn’s advice for anyone who is hesitant to participate in a couple’s goal-setting retreat [12:00] What it looks like to reallocate funds and time to what matters most, as a team. [18:00] Why you need emotional buy-in during the goal-setting process. [25:00] The ONE thing you can do to make starting the couple’s goal-setting process easier or unnecessary. [43:30] How becoming part of a community of goal setters can bring your couple’s goal setting to a new level. The ONE Thing to Implement From This Episode: So, out of everything that you've heard in this episode, what's your lead domino? What's that first step? We’ll recap the tools covered in this episode, and you can choose just ONE to be your lead domino: Sit down and ask each other the questions that Jenn and JP talked about (and this is their suggestion for where to start), which you can find in the Kick Ass Guide® to Your Couples Goal Setting Retreat. Download your 411 template: https://www.the1thing.com/resources/ Sign up for The ONE Thing Goal Setting Master Course Join the Living Your ONE Thing Community Sign up for one of our yearly retreats: The ONE Thing Couples Goal Setting Retreat or The ONE Thing Mid-Year RESET Retreat The choice is yours. Where will you actually begin? And will you just be the type of person that takes action before you check your email today? Mentioned in this episode: Factor 75 Head to FactorMeals.com/one50 and use code one50 to get 50% off. That’s code one50 at FactorMeals.com/one50 to get 50% off! Factor 75

Transcript

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0:00.0	I just don't know what our life would look like right now if we hadn't done this.
0:04.0	And I, it scares me to think what our life would look like if we hadn't done this,
0:09.0	because I think we would have missed out on a lot of amazing opportunities to be together with each other,
0:15.4	with our kids, and doing the things in life that we are the most happy about doing.
0:21.6	This is the one thing Pye. happy about doing.
0:29.5	This is the One Thing podcast where we teach you the surprisingly simple truth behind extraordinary results.
0:34.0	My name is Jeff Woods. I'm the vice president here at the One Thing team. When we look at the goals that we set for this year, we know statistically the
0:38.8	number one goal that people set going into the new year is around health. The second, getting
0:45.0	organized. The third, money. Spending less, getting on a budget, increasing
0:52.0	income. The challenge is when it comes to money, you definitely do not succeed alone because if you have a significant other, you know there's no way you can truly achieve your financial goals if you are not on the same page.
1:06.0	Today is a case study of a couple that a decade ago started doing their couples goal-setting retreat.
1:13.2	They started with some very simple questions that we will give you guys access to
1:17.1	and it's evolved to where it is today where they attend
1:21.2	our annual retreat and they do weekly family
1:24.8	4-1-1s and for the number one subject that couples fight about being money
1:30.4	you're gonna hear a couple that no longer fights about money.
1:34.9	We're going to break down how this is even possible, and the one thing you can do today,
1:39.7	such that by doing it, would make everything else easier or unnecessary.
1:45.1	With that let's get into this episode with Jen and J.P. Lewis. I am so excited to share this. You all know I am an avid learner and I am
2:06.3	constantly looking for the edge I can find through new knowledge and incredible
2:10.2	mentors, which is why I absolutely love Masterclass.
2:14.3	So much, I've taken the art of negotiation with Chris Voss, which has been instrumental in
	...

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