Productivity Reset: Align, Reflect, and Grow

Join us in this episode of the Investor Evolution Podcast as we reflect on January's progress and set intentional goals for February. Discover the difference between being busy and being productive, evaluate your goals, and learn actionable strategies to align your actions with your vision. Let's discuss why progress matters over perfection and how to celebrate your wins. Tune in for practical advice on personal development, financial freedom, and work-life harmony. Elevate your life with purpose, joy, and confidence!

00:00 Reflecting on January: Did We Elevate Our Lives?
00:27 Welcome to Investor Evolution Podcast
01:04 Setting Intentions and Reflecting on Goals
02:23 Busy vs. Productive: Understanding the Difference
05:13 Creating Intentional and Aligned Goals
06:37 Progress Over Perfection: Why Small Wins Matter
08:21 Aligning Your Vision for Elevation
09:46 Actionable Steps for Reflection and Goal Setting
13:05 Celebrating Wins and Building Momentum
13:38 Key Takeaways and Final Encouragement

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Transcript

0:00

January is wrapping up and it's time to reflect. Did we truly elevate our lives this month? Or were we just busy checking the boxes off our never ending to do list? Let's take a step back and evaluate. Were our goals intentional? Were we productive or just overwhelmed by activity? And most importantly, did our actions align with the lives or striving to create? Welcome to investor evolution, elevate the podcast, designed to help busy, professional women like you, rise higher in every area of life. Whether you're looking to create financial freedom, reclaim your time, or find harmony while you're thriving in your career, this show is for you. Join me each week. As we uncover strategies to grow your wealth, nurture your personal development, and elevate your life to new heights so you can live with purpose, joy, and confidence. Hey everyone welcome to the investor evolution podcast. This episode will be airing on January 27th. So the last Monday of the month, And I want to use this kind of as an extension to our goal setting podcast a couple of weeks ago at the end of December. Where we started setting our intentions for the year. And as we're nearing the end of January thought it was a perfect time to give you another actionable episode of. How we take those goals and we reflect on them so that we can refine, iterate and move forward to our next month. So the purpose of this episode is discussing the importance of pausing to reflect regularly. Using this reflection to ensure progress toward meaningful goals and not just staying busy. And then setting the stage for a more intentional February. So we're going to talk about a couple of different things in this episode. We're going to distinguish between what it means to be busy versus being productive. We're also going to evaluate whether our goals are actually tied to a big picture, or if we need to realign those. And steps for creating intentional aligned goals moving forward. Number one, what is the difference between being busy and being productive? Let's take busy. For example, this is endless activity without any meaningful progress. Think about a treadmill. You may be working really hard, but you are not going anywhere. You're not making any forward progress. It can be focused on checking off tasks from your to-do list without actually considering their impact. Are they helping you move towards your goals? And it's also reactive rather than proactive. Some examples that we can find or think of is. Spending hours on emails or errands that aren't really moving us towards our goals. And we think about that being reactive versus proactive, allowing the fires to move us through our day: that email came in, I need to address that right now. That text comes in. Oh, let me take care of that versus saying, this is the time I'm focusing on my emails. This is the time I'm focused on responding to text messages. This is the time that I'm putting my head down and working on what I need to do. Now let's contrast that with productive. So this is focused, intentional effort towards meaningful outcomes. And it's tied to our longterm goals and values. For example, are we prioritizing tasks that bring us closer to our financial freedom? Better work life harmony. Or personal growth. For an example that I'm doing right now on personal growth. I had taken this test called the Clifton strengths test. And it has 34 different strengths, and it gives you your top five or your top 10, and you can see where they all align. What I'm doing right now is intentionally researching my top five strengths. So I know how they show up for me, how I use them. How can I use them more strategically in my relationships in my business at work, all of those things. So I'm. I'm focusing on personal growth, but it isn't just to do it. There's an intention behind it. Here's a couple of reflection questions I want you to ask when you're looking back over the month of January. Did I spend my time on what matters most? Or just on what felt most Which activities this month brought me closer to my goals? And which ones were just noise? Okay. Number two. Did you set goals or did you just create a to-do list? I have been guilty of this a lot, creating that to do list. So. Did we create goals? These are focused on outcomes and transformation, they're tied to the vision for our life, our career, our finances, our relationships. For an example. I want to create$500 in passive income this month. Or I want to have more meaningful family time this week. That's tied to your goals. And your vision for what you want to create. A to do list may look like it's focused on tasks rather than results. And it can often feel overwhelming and feel like you're scattered. So examples. I just need to clean my house. I just need to do the emails, schedule appointments, and those things do need to get done. Don't get me wrong on that. They need, they may need to be done, but are they your focus? Reflection questions for this month. Where my goal is this month outcome focused or task focused? Did I break my goals into actionable steps? What felt aligned with my bigger vision and what didn't? Number three. Evaluating progress versus perfection. Why progress matters. Small wins build, momentum and build our confidence. Perfectionism leads to inaction. Right because we hold off, we wait until we feel like we can do it right. Or do it perfect before we get started. So we don't do it at all. And it may also lead to a lot of unnecessary stress worrying about doing it and getting the perfect. Whereas if you just know it's not going to be perfect and you start. You're going to start learning how to do it better each time. Some examples, I didn't achieve everything, but I took the first step and that's progress. So one way that you can look at this is: even though you didn't achieve everything in your goals, did you take the first steps and you started making progress? Is that where you're at? Or were you just in that swirl of, I don't know what to do, so I'm not doing anything. And if I'm going to be honest with you, that's how I felt the very first week of this month, the first couple of weeks, actually, I felt like I was just. I'm not sure where I was going. Not sure what I was doing. And I felt like I don't know what to do, so I'm not doing anything. To be honest. Here are some reflection questions for this topic. What progress did I make this month, even if it wasn't perfect? Did I let perfectionism hold me back from starting or finishing something? All right. Number four. Aligning your vision for elevation. Okay, big picture thinking. One thing we need to do regularly is revisit our why for our personal and our professional growth. Why are we doing this? Why is this important to us? I think that helps keep us grounded and rooted in the importance of what we're doing so that we can grow. Does what you're doing now, align with where you're going? For this section. I'm gonna give you a little more of an activity to do. I want you to write down one thing you accomplished this month that aligns with your vision for your goals. So my goal, my intention for this year is to elevate. And for me, I would write down one thing I accomplished this month that aligns with my vision for elevation. One of the things I can tell you I did this month and I've already started is elevating my wardrobe. I've been doing some shopping. And it may feel like a little bit of cheating because it's something fun to do. But it is part of my process and part of the things that I'm looking to do to elevate myself moving forward. Another question. What's one area you want to improve or adjust for next month. I want to give you some other actionable steps for reflection and for goal setting. So, number one, I want you to set aside time for reflection. Now as this month ends, maybe you're taking 30 minutes sometime this week to review your goals, your activities, and the progress that you made this month. And you can use. Some prompts such as: What worked well? What didn't work and why? What adjustments can I make moving forward? These prompts will help you evaluate what happened in January and give you ideas of. How you need to adjust things moving forward. One piece of advice that I was given that I'm going to implement into my daily routine. And to be honest, I'm just now starting this: I'm going to do this on a daily and a weekly and a monthly basis, and then probably a quarterly basis. Set my intention in the morning., Here are the goals I have for the day. And reflect on them in the evening. So I'm setting the intention in the morning and then reflecting in the evening. And then I will do that, for the week. What are my intentions for the week? What are the things I need to accomplish this week and reflections at the end of the week, and then setting the intention for the next week. Why I think this will be helpful for me is there will be a framework. And I feel like it will also give me a better way to look back. I'm very much guilty of not writing things down, not really recording things. And then kind of guessing how did it go? I don't, I don't really know. Cause I didn't record it. So this is going to give me a much better structure for how did the week go? Now I can look back at what happened each week and assess, how did the month go? Was it productive? What do I need to change? So that's how I'm looking at it. Number two. Refocus for February. Set two or three intentional goals that align with your longterm vision. And break those goals down to small, actionable steps. Let's say your goal is I want to start investing. Okay. What does that mean? What are you investing in? Are you investing in real estate? The stock market? Gold and Silver? Bitcoin? Set, an intention that's clear and aligned with your goals and then action steps that go along with it. Here's an example. Maybe you want to start investing in real estate, but you don't know anything about real estate. So maybe your goal is to learn about real estate investing and I'm going to attend weekly webinars regarding different types of real estate investing. Maybe I'm going to connect with someone who has experience in real estate investing to learn from them to, to hear their story and gain insight moving forward. That would be setting some intentional, actionable steps. Number three. We are going to celebrate our wins. When we take the time to acknowledge our big and our small wins, and those accomplishments that we've made over the month, and we can celebrate that, bring some excitement in, start feeling that energy. It's going to start building that momentum. Look at what I accomplished in this short amount of time. What can I do moving forward? Ask yourself, what am I proud of this month? And how can I carry that energy forward? All right friends, we have made it to the end of this episode. Let's talk about our key takeaways. Productivity is progress, not just busy-ness. Our goals should be aligned with our bigger vision and not just tasks to complete. Reflection can be an incredibly powerful tool for growth and recalibration. I love this word iterate where you try something and you're like, okay, I see what worked well, what didn't. Let me try the next version and that recalibration can be very helpful to increase your momentum moving forward. Okay, I'm going to leave you with one final word of encouragement. Don't let the weight of a busy month keep you from seeing how far you've come. Take this time to reflect. Be proud of what you've accomplished. Adjust if you need to and keep moving forward. Elevation is a journey and every small step matters. Thank you all for tuning in today. I want to hear from you, what went well in January? What were the things that you accomplished? And how are you changing things up? How are you restructuring for February? Or how are you keeping that momentum moving forward? I would love to hear from you in the comments. You can reach out to me on social media. And as always, please like, and subscribe. And if you enjoyed this episode, please share it with someone you care about. All right, until next time have a good one.