267. Before You Plan 2026, Do THIS First
On Your Terms®
Money and Financial Check-In
Sam prompts reflection on pay, saving, spending habits, and retirement planning for a clearer financial picture.
If you’re anything like me, you’ve probably hit the end of the year and thought:
Wait… what actually happened?!
How did we blink and suddenly find ourselves staring down a new calendar, new goals, and the same coffee mug we’ve dragged through the highs and lows of the last 12 months?
Before you sprint into planning mode for 2026 (don’t worry, we’re doing that next week!), today’s episode is all about slowing down long enough to look back—at what worked, what didn’t, what you let go of, what you gained, and most importantly… how it all felt.
Because building a business on your terms means regularly checking in with yourself—not just the metrics, money, or milestones, but the very real human (you!) behind all of it.
Inside this episode, I walk you through the exact year-end reflection process I do myself, including the six life categories I evaluate every single December to help me understand what’s out of balance, what’s thriving, and where I want to direct my energy next.
Grab your notebook, a cup of something warm, and prepare for some gentle-but-honest self-inquiry.
In this episode, you’ll hear…
- The six life categories I use to check in with myself each year
- Why reflecting before planning will make your 2026 goals actually stick
- The progress-based mindset shift that will keep you motivated all year long
- What to ask yourself about what you accomplished, added, and let go of
- How to identify your “accelerators” and “constrictors” going into a new year
Click here to find the full show notes and transcript for this episode.
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- Listen to Epi 262. The 6 Weekly Anchors Behind My $8M Business
- Listen to Epi 254. The NEW Way to Structure Your Work Day for Better Content
- Subscribe to Sam's Substack Beyond Business
- Download Sam's Annual Planning Guide
- Click here to be notified when new episodes of On Your Terms® come out
- Click here to watch the free workshop so you can get legally protected right now!
CONNECT:
Mentioned in this episode:
Yearly Planning Guide
Download my fee yearly planning guide at https://www.samvanderwielen.com/yearly-planning-guide/
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