Bill Faeth Unfiltered

Why You Need A Life Plan before You Invest


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Episode Show Notes:

Life Planning Impact: Life planning can be transformative for personal and business growth.=

Goal Alignment: Align your life, investing, and entrepreneurial goals for success.

Retirement Definition: Beyond financial freedom, consider income, debt, and retirement lifestyle.

Daily Decisions: Translate long-term goals into daily actions for progress.

Life Levers and Preparedness: Identify potential life changes and be ready for unexpected events.

Take Action: Start life planning individually, visualize outcomes, and maintain privacy.

Spousal Alignment: Encourage your spouse to do the same exercise, align goals, and hold each other accountable.

Balancing Life and Finance: Integrate life and financial goals, prioritizing both for a fulfilling life.

Progress Auditing: Regularly assess your progress, not just financially, but also in relationships and family life.

Next Steps: 

  1. Listen to the Life Plan intro video and download the free Life Plan Workbook: https://www.billfaeth.com/lifeplan
  2. Sign up for the live Super Life training to put your Life Plan into action: https://www.billfaeth.com/lifeplantraining


  3. Watch this episode on our YouTube Channel Every Tuesday & Friday

    https://www.youtube.com/channel/UCnheh3vx0hT5Y7uHWhBs8kA

    The Free Build STR Wealth Facebook Group: https://www.facebook.com/groups/284886002732508

    You can find more of Bill online at:

    Bill Faeth Linktreehttps://linktr.ee/bfaeth?utm_source=linktree_profile_share<sid=660cbc9b-4a7e-4ed9-a654-900180b83af1

    Build STR Wealthhttps://buildstrwealth.com/

    Instagram: @BillFaeth73

    Tik Tok: @bfaeth

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    Bill Faeth UnfilteredBy Bill Faeth

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