MONEY WITHOUT MATH

Karen Coyne, CFP®

Design a Life You Love with Dr. Katie Sandoe

JUL 30, 202634 MIN

Description

What if you approached your life with the same intentionality that organizations bring to strategic planning? In this episode of Money Without Math, Karen Coyne sits down with leadership strategist, speaker, and "Sparkologist" Dr. Katie Sandoe to explore her personal strategic planning process. Inspired by years of leading strategic planning sessions for organizations, Dr. Katie adapted many of those same principles to help create greater clarity, purpose, and alignment in her own life.  Together, they discuss the power of deep reflection, creating space away from everyday distractions, identifying what truly deserves your time and energy, and building a roadmap for the next season of your life. Dr. Katie shares the questions she asks herself each year, the tools she uses to make intentional decisions, and how this process ultimately led her to launch her own business and design a life she loves. Whether you dedicate a full week, a single day, or just an hour, this conversation will inspire you to stop drifting and start living with greater intention. In this episode: 00:00 Why You Need a Personal Strategic Plan 01:12 Turning Strategic Planning Into a Life Plan 03:33 Four Rules for a Successful Planning Retreat 06:35 How to Design Your Personal Retreat 10:43 Making Time for What Matters Most 12:35 The Questions to Clarify Your Next Chapter 17:56 Using the Wheel of Life to Find Clarity 19:31 Creating Your Personal Strategic Roadmap 21:28 Build Your Own Board of Directors 23:56 What You Need to Let Go Of 28:33 Turning Reflection Into Action 30:49 How Personal Strategic Planning Changed My Life 33:25 The Secret to Loving Your Life Connect with Karen: Clarity Planning LinkedIn YouTube Instagram Connect with our guests:  Katie Sandoe on LinkedIn Spark Something New