Setting 2021 Goals in San Diego

Опубликовано: 11 Июнь 2026
на канале: Investing With Kim
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We're finally at the end of 2020 and many of us will be setting goals for 2021. My husband and I decided to take a mini vacation/staycation to San Diego to review our expenses, plan our year, and set goals for ourselves. We checked in on each other and talked about how we feel about our marriage, progress towards our financial goals, and many other things!

We followed a guide published by The One Thing: https://www.the1thing.com/wp-content/...

Day 1:
Relax, enjoy our favorite San Diego foods, and spend time with each other without any obligations.

Day 2:
Review last year's net worth, expenses, and goals.
Start going through the questionnaire.
The questionnaire hits 7 different parts of our lives: spiritual, physical, personal, relationships, financial, job, and business. We got pretty in-depth into each section and as a result, understand each other better now.

Day 3:
Recap of what we talked about the day before, set goals for 2021, and started budgeting for next year. Then, it was time to check out and say good bye to San Diego.

All in all, it was a very productive weekend! This retreat will definitely be a part of our annual tradition. I highly recommend everyone do this, regardless if you're in a relationship or not. Let's go into 2021 with new goals and a new mindset!

Be sure to follow me on Instagram:   / investingwithkim  

Happy New Year!

Timestamps
------
0:00 Day 1
0:43 Day 2 Morning
1:01 Day 2 Review net worth, expenses, goals
2:01 Spiritual
2:20 Physical
2:45 Personal
3:20 Marriage, children, family
4:40 Break
5:11 Financial
5:44 Job
5:59 Business
6:12 Dinner/break
6:28 Day 3