The Passive Income MD Podcast #292 Behind the Scenes — My Annual Planning Process
Dec 1, 2025
Dr. Peter Kim shares his intentional approach to annual planning, focusing on self-reflection and meaningful goal-setting. He emphasizes creating a 'Freedom Calendar' that prioritizes life events, aligning work around personal values. Collaborating with a spouse, he discusses how to set specific, measurable goals for accountability. With quarterly reviews, listeners learn to adjust their plans and maintain focus on family time and freedom. This insightful process offers a fresh perspective for anyone feeling overwhelmed in their busy lives.
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Do A Yearly Life Checkup
- Do a yearly life checkup by carving out a few quiet hours with a notebook or iPad to map the next 12 months.
- Focus on clarity, not perfection, to decide if you’re spending time the way you want to.
Reflect Before You Project
- Reflect on last year: list what went well, what failed, what energized you, and what drained you across life categories.
- Use these patterns as the baseline to decide what to keep or remove next year.
Let Feelings Define Goals
- Identify the feelings you seek (joy, presence, accomplishment) and let them define your goals.
- Translating desires into a clear 'why' changes what you put on your calendar.