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MONEY WITHOUT MATH
We're exploring how money exists in our real, daily lives, not just as numbers on a chart. From managing our emotions to caring for an aging parent, join us for conversations that are practical, sometimes philosophical, and always fresh.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Content represents the opinions of the speaker and not necessarily those of Raymond James. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. Important Disclosure Information: http://raymondjames.com/smicd.htm
MONEY WITHOUT MATH
Design a Life You Love with Dr. Katie Sandoe
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What if you approached your life with the same intentionality that organizations bring to strategic planning?
In this episode of Money Without Math, Karen Coyne sits down with leadership strategist, speaker, and "Sparkologist" Dr. Katie Sandoe to explore her personal strategic planning process.
Inspired by years of leading strategic planning sessions for organizations, Dr. Katie adapted many of those same principles to help create greater clarity, purpose, and alignment in her own life.
Together, they discuss the power of deep reflection, creating space away from everyday distractions, identifying what truly deserves your time and energy, and building a roadmap for the next season of your life. Dr. Katie shares the questions she asks herself each year, the tools she uses to make intentional decisions, and how this process ultimately led her to launch her own business and design a life she loves.
Whether you dedicate a full week, a single day, or just an hour, this conversation will inspire you to stop drifting and start living with greater intention.
In this episode:
00:00 Why You Need a Personal Strategic Plan
01:12 Turning Strategic Planning Into a Life Plan
03:33 Four Rules for a Successful Planning Retreat
06:35 How to Design Your Personal Retreat
10:43 Making Time for What Matters Most
12:35 The Questions to Clarify Your Next Chapter
17:56 Using the Wheel of Life to Find Clarity
19:31 Creating Your Personal Strategic Roadmap
21:28 Build Your Own Board of Directors
23:56 What You Need to Let Go Of
28:33 Turning Reflection Into Action
30:49 How Personal Strategic Planning Changed My Life
33:25 The Secret to Loving Your Life
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