This is our annual recap episode. We talk about how things went in 2025 and what we’re hoping to see in 2026.

Personal goals for 2026

• Rick 
  • Getting back to basics
  • Going from reactive to proactive (and surviving to thriving)
  • Shifting from a strategy of playing it safe and reducing risk to taking smart risk and being ok looking a little foolish
• Tyler 
  • Handle the transition back to full-time work (as it impacts parenting)
  • Find clarity on what level of wealth we’re comfortable exposing our daughter to.
  • Help Shelly find more ways to go out at night while I take care of Syd
  • Finalize will+trust
  • Stretch goal: Start vibe coding personal apps

Professional goals for 2026

• Rick (hopes to achieve at least two of these goals) 
  • Outsource, delegate, or automate recurring tasks that I no longer value doing and/or others don’t value me doing
  • Try to grow LegUp Health by 50%, but do it in a way that we are all excited about
  • Rebuild personal website + read 10 really, really good nonfiction books and publish notes on them
  • Experiment with AI to generate 1 additional revenue stream
• Tyler 
  • Spend almost all IC time on design, product management, and coding. Fewer distractions!
  • Management: Get the team up to speed on AI, and make it self-sustaining
  • Product management/design: Figure out how to keep up with the devs (especially if AI allows them to move even faster)
  • Product 
    • Ship Mobile and Kanban
    • Reduce support by making things more self-serve
    • Main theme: The first 30 minutes 
      • Onboarding improvements
      • Rebuild the importing flow
      • Simplification 
        • Separate contacts and companies
        • Open contacts in page dialog
        • Statuses on the contact record
        • Table view of contacts