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Episode Synopsis
The importance of a plan and the dangers of the past and future outlook
Joe Soto | May 17th 2022
What domain of CORE 4 are you Stacking?
BUSINESS
Who/What are you stacking?
Planning Past Performance and Future outlook
In this moment, what Discovery has
Planning Past Performance and Future outlook
activated in you?
Most people don't understand the value of a financial plan and the importance of using a captain that is a
fiduciary
What is the story you're telling yourself about this discovery?
The Titanic was regarded as unsinkable until it sank. Having a plan evaluates the past, projections of the
future, and imminent actions we should be evaluating today.
Describe the single word feelings that arise for you when you tell yourself that story?
Awake
Aware
Conscious
Ready
Describe the specific thoughts and actions that arise for you when you tell yourself this story?
Thoughts:
The plan is the mission
The strategy are the tactics derived from the mission
In developing a mission and vision statement we should be able to study the past and from the mission
develop a vision of where we want to be in the future
Last, informed action is what drives us forward towards our goals
Action:
Talk about this in today's podcast
Talk about how in good times a plan becomes less desirable
Talk about the importance of having a plan in good and bad times
Stepping back from what you have discovered, why has this discovery been extremely positive?
A plan provides peace of mind and purpose during sunny and stormy weather
Looking at how positive this discovery trigger has been, what is the singular lesson about life you
are taking from this Stack?
The plan drives the quarterly and weekly actions. Without a plan you will be lost in the short term noise of
good/bad returns
What Category of life would you like to apply this discover?
Business
The lesson you learned was:
The plan drives the quarterly and weekly actions. Without a plan you will be lost in the short term
noise of good/bad returns
How does this lesson apply to your BUSINESS domain?
Discuss this topic in today's podcast
What is the most significant REVELATION, or INSIGHT, that you are leaving this Discover Stack
with? Why do you feel that way?
I'm happy I've adopted a planning approach because it helps me and my clients sleep at night.
No plan no peace no peace means disturbance and most people don't make good decisions while disturbed.
Joe Soto | May 17th 2022
What domain of CORE 4 are you Stacking?
BUSINESS
Who/What are you stacking?
Planning Past Performance and Future outlook
In this moment, what Discovery has
Planning Past Performance and Future outlook
activated in you?
Most people don't understand the value of a financial plan and the importance of using a captain that is a
fiduciary
What is the story you're telling yourself about this discovery?
The Titanic was regarded as unsinkable until it sank. Having a plan evaluates the past, projections of the
future, and imminent actions we should be evaluating today.
Describe the single word feelings that arise for you when you tell yourself that story?
Awake
Aware
Conscious
Ready
Describe the specific thoughts and actions that arise for you when you tell yourself this story?
Thoughts:
The plan is the mission
The strategy are the tactics derived from the mission
In developing a mission and vision statement we should be able to study the past and from the mission
develop a vision of where we want to be in the future
Last, informed action is what drives us forward towards our goals
Action:
Talk about this in today's podcast
Talk about how in good times a plan becomes less desirable
Talk about the importance of having a plan in good and bad times
Stepping back from what you have discovered, why has this discovery been extremely positive?
A plan provides peace of mind and purpose during sunny and stormy weather
Looking at how positive this discovery trigger has been, what is the singular lesson about life you
are taking from this Stack?
The plan drives the quarterly and weekly actions. Without a plan you will be lost in the short term noise of
good/bad returns
What Category of life would you like to apply this discover?
Business
The lesson you learned was:
The plan drives the quarterly and weekly actions. Without a plan you will be lost in the short term
noise of good/bad returns
How does this lesson apply to your BUSINESS domain?
Discuss this topic in today's podcast
What is the most significant REVELATION, or INSIGHT, that you are leaving this Discover Stack
with? Why do you feel that way?
I'm happy I've adopted a planning approach because it helps me and my clients sleep at night.
No plan no peace no peace means disturbance and most people don't make good decisions while disturbed.
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