7 Planning Benefits

Key Takeaways

  • Whether we’re talking about money or other aspects of life, not everyone likes to plan carefully—but good planning always pays off in the long run.
  • A well-thought-out plan prevents you from spinning your wheels and gives you confidence, focus and peace of mind.
  • A good plan will also help you overcome obstacles and uncover opportunities that you never would have seen otherwise.

The Generations: War or Prosperity?

Key Takeaways

  • Each generation thinks the younger one behind it has it easier than they did.
  • At successful organizations, the different generations acknowledge each other’s strengths and work together to deliver high-quality products and services faster, cheaper and more easily than ever before.
  • If you’re at an organization riddled with constant in-fighting between the generations, you have to get out now.

Economic Forecast – a Ruse?


Key Takeaways

  • Stick with your plan and ignore the short-term “noise” from the so-called experts.
  • Look at things over a 3- to 5-year time horizon, not just last quarter. That’s where the real numbers come out.
  • You want to hold onto what you need from a cash flow standpoint, and make sure you’ve got the right mix of assets to reach your goals.