How We Plan

Setting goals matters, both in our finances and in our general lives… but there’s tons of ways to go through that process. We talk about personal goals, income goals, and the structures and tools we use to reach them.

You can help make Because Money happen for as little as $1 a month through Patreon. You can also support the show by listening, sending us questions, and giving us those pretty gold stars on iTunes.

Show Highlights

  • 1:40 – Kate talks about how she sets goals

  • 8:40 – Why Sandi is resisting setting personal goals

  • 15:05 – Who are you when you’re not working (and why that matters in retirement)

  • 25:40 – Income goals and whether they work…or not

  • 36:00 – The metrics that matter (spoiler… ‘matter’ is subjective’)

  • 43:40 – What we’re working on for 2019

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