What if the lessons from 2025 could completely change how you approach the year ahead? In this episode, we reflect on the biggest epiphanies, revelations, and insights gained from our clients, our work, and our own lives last year. You’ll learn practical techniques to prioritize what matters most, avoid burnout, and separate your identity from your job.
Listen in as we discuss putting first things first, as well as being intentional with your time, your energy, and your family—even when life demands your attention in multiple places at once. We also explore how to raise financially smart kids, when to step in vs. when to let them struggle, and how to prepare them for their 20s. From generosity and communication to asking better questions, this conversation sets the tone for building a meaningful, balanced, and intentional life in 2026.
What You’ll Learn In Today’s Episode:
- The biggest lessons from 2025.
- Techniques for prioritizing what matters most.
- How to raise financially smart kids.
- When to let kids struggle vs. when to step in.
- Why communication about money matters.
- How to avoid burnout and over-identifying with work.
- The value of generosity with time and money.
- How better questions can change your life.
Ideas Worth Sharing:
- “You can be present without being present.” – Andy Christopher
- “Traveling to places that aren’t always the most comfortable but that give your children exposure to new things can be life changing.” – Charlie Mattingly
- “Your job cannot be your identity.” – Charlie Mattingly
Resources In Today’s Episode:
- The 7 Habits of Highly Effective People by Stephen R. Covey
- The Psychology of Money by Morgan Housel
- Change Your Questions, Change Your Life by Marilee Adams
- Charlie Mattingly: LinkedIn
- Lisa Rosenthal: LinkedIn
- Andy Christopher: LinkedIn
- The Pilot Wealth Index
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