meta_pixel
Tapesearch Logo
Log in
Radical Personal Finance

758-How to End a Year and Plan a Better One, Part 1: Reflect

Radical Personal Finance

Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP

Self-improvement, Business, Education, Investing

4.21.9K Ratings

🗓️ 2 December 2020

⏱️ 50 minutes

🧾️ Download transcript

Summary

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to Radical Personal Finance, a show dedicated to providing you with the knowledge, skills, insights, and encouragement you need, to live a rich and meaningful life now, while building a plan for financial freedom in 10 years or less.

0:10.0

My name is Josh Rashitz, I'm your host, and today we're going to kick off a series where we talk about how to wind down a year and how to plan for the next one.

0:17.0

Over the next couple of weeks, I'm going to bring you a series of shows where we talk about how to finish one year, and then interesting things you can do to plan and prepare for the next year.

0:26.0

I don't know what you like to do at the end of the year, but I'll share what I like to do and

0:30.7

hopefully there's some tips in here that are helpful for you.

0:34.4

One of the things that's most important for me is always to trigger off my planning, usually before

0:39.2

December, but at the very least by December. So as we start this series here in the beginning of

0:43.8

December I encourage you follow along with me in some of what I have to share with

0:47.8

you. I think one mistake many people make in their annual planning is they wait

0:52.3

too long to plan.

0:55.0

Me personally, I enjoy taking time off from work.

0:58.5

I enjoy being totally free and disconnected from my business life, and I really

1:04.0

really enjoy the holidays.

1:05.0

Thanksgiving is my favorite holiday,

1:07.0

but of course Christmas and New Year's

1:09.0

are really nice as well.

1:11.0

And one of my markers of wealth, one of the things that I consider that it

1:15.2

means to live rich for me personally is to genuinely have time off around the holidays. For me that's a marker of luxury. I can remember

1:28.5

when I was a kid we often went camping at Christmas time and I could remember when I was a kid,

1:33.5

we would go off a New Year's weekend,

1:36.3

and we go to a campground.

1:37.7

And we'd have a great time.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.