173. Getting on the Same Page with Money | A Couples Goal Setting Retreat Case Study

Jan 21, 2019 | 0 comments

Do you have a New Year’s Resolution about your health, organization, or money?

There’s a good chance you do because, statistically, these are the three most common goals people set every year. But as we mentioned in the last episode, only eight percent of people actually succeed in implementing their resolutions. One of the big challenges here is that you can’t succeed alone, especially if you have a significant other, but so many of us try to.

Today, we are sharing the case study of a couple who ran up against that challenge year after year – which, ultimately, meant they were fighting about money year after year – until they started having an annual couple’s goal-setting retreat 10 years ago. Now, Jenn and JP Lewis never fight about money, and in this episode, we’re going to break down how they did it and the ONE thing you can do today that will make everything else easier or unnecessary when it comes to setting your annual goals.

In this episode, you will learn…

  • [4:45] Jenn’s advice for anyone who is hesitant to participate in a couple’s goal-setting retreat
  • [12:00] What it looks like to reallocate funds and time to what matters most, as a team.
  • [18:00] Why you need emotional buy-in during the goal-setting process.
  • [25:00] The ONE thing you can do to make starting the couple’s goal-setting process easier or unnecessary.
  • [43:30] How becoming part of a community of goal setters can bring your couple’s goal setting to a new level.


The ONE Thing to Implement From This Episode:

So, out of everything that you’ve heard in this episode, what’s your lead domino? What’s that first step?

We’ll recap the tools covered in this episode, and you can choose just ONE to be your lead domino:

The choice is yours. Where will you actually begin? And will you just be the type of person that takes action before you check your email today?

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You can get three FREE months when you run your first payroll at Gusto.com/ONE.

The ONE Thing is produced by Podcast Masters