How to do an end-of-year Rich Life review

Let’s talk about how to do an end-of-the-year Rich Life Review. This review is Can't view this email properly? [View in Browser]() [Podcast Newsletter Header Final.png]() {NAME}, Let’s talk about how to do an end-of-the-year Rich Life Review. This review is how I ended up spending 6 weeks in NYC: Ramit in NYC An end-of-the-year Rich Life review is your chance to zoom out and look back at 2023: - What went well and what would you change? - What do you want to do more of and less of? - Where do I need to adjust my Conscious Spending Plan? You can do this in a relationship or solo. This exercise lets you design your Rich Life, then use your money to live it. Our Rich Life reviews have let us decide on who to spend more time with, where to donate, and—in our case—that we wanted to go back to NYC for a couple of months. Here’s how to do your Rich Life Review. --------------------------------------------------------------- Learn from the world’s best Ramit with family in a pasta making class Cass and I taking a private pasta-making class in Rome with our parents I’ve recently taken two classes from Masterclass: a writing class by Aaron Sorkin and a directing class by Ron Howard, and I loved them. When I learn, I want to learn from the best—whether it’s a cooking class with a private chef in Rome or a writing class I can watch from my phone. Right now, IWT readers can [buy one Masterclass gift subscription and get one free](). --------------------------------------------------------------- How to do an end-of-year Rich Life Review First, get clear on your Rich Life Vision. In each of these areas, what does your Rich Life look like? - Friends & family - Experiences & adventure - Health & fitness - Work - Hobbies & personal expression - Self-improvement - Giving - Spirituality Here’s an example: RICH LIFE AREA WHAT DOES A RICH LIFE LOOK LIKE IN THIS PART OF YOUR LIFE? Friends & family - Inviting friends to a weekend at a lake house - Planning drinks before you all see a comedy show Experiences & adventure - Skydiving - Taking an improv class Health & fitness - Setting a big fitness goal like a marathon, 5K - Hiring a trainer/online coach Work - Taking a risk at work to stand out/get a promotion - Switching jobs to a new industry Hobbies & personal expression - Taking a class on a new craft (crocheting, origami, etc.) - Starting a vegetable garden Self-improvement - Hiring a Spanish tutor - Buying any course that interests you (I have purchased programs from Disney, Ritz-Carlton) Giving - Setting a minimum amount you'll tip every year - Picking 1-3 charities and automating your monthly giving Spirituality - Going on a 3-day silent meditation retreat - Finding a spiritual coach/mentor Look at the year ahead - What areas of your Rich Life are most important to you now? - Are there any changes you'd like to make to support that? Dig into any major life decisions on your mind - Are there any big shifts you're considering in your life (e.g., changing careers, moving, starting a business, having kids)? - What do you need to consider or decide on to make those decisions? Before you do your own Rich Life Review, a few pointers to keep in mind: - Annual Rich Life Reviews are meant to be FUN! It should leave you refreshed, energized, focused, and eager to begin the next chapter of your Rich Life. - Start with your Rich Life Vision. While you (and/or your partner) may have open questions you want to resolve, I recommend you start with your Rich Life Vision. The goal is to think big and realign. Smaller, more day-to-day issues will only pull you out of that creative, visioning state. Plus, once you're realigned on your Rich Life Vision, you'll find it easier to solve more minor problems. - Take your time! The more time you can spend, the better. Cass and I spent several days while on a destination vacation. But this isn't structured, "hard work" time. We give ourselves enough time and space to have our annual Rich Life Reviews organically, spread out over a longer period of time. This reduces pressure and makes them more enjoyable. (Even if you don't have days to give to this, you can still lean into the "take your time" spirit. For example, instead of cramming it into a busy day, right before bed, set aside several hours on a Saturday morning.) - Celebrate! This is a great opportunity to celebrate all the progress you've made over the past year. For example, one Rich Life Goal my wife and I are saving toward is a big 10-year anniversary party. Our annual Rich Life Reviews give us a chance to not just look at our savings progress, but talk about our hopes and dreams for the event, share new thoughts we've had, and add to our vision. - Use the "Yes, and …" principle. In improv, people use the "yes, and …" principle to keep a skit going. This works because "no'' usually stops a conversation in its tracks — the last thing you want to do in your Rich Life Reviews. "You want a car? Oh, what kind of car?" "You want new family photos? What kind of photo shoot were you thinking about?" You could even set a rule — there are no "NOs" in this conversation — just "yes, and …" or "Tell me more.” - Get out of your day-to-day environment. It's hard to think big — and think differently — when you're sitting in the same place you always sit. My wife and I love to do our annual Rich Life Reviews while on a destination vacation, but you don't have to go to that extreme. Even getting a hotel room or visiting a new coffee shop can help you shift your perspective. Have fun! [Signature] P.S. This week on the pod: “I make 24k a year but my truck costs $1,600+ a month” This week we pick up with Part 2 of my surprising conversation with Becki and Dustin. Check it out [here](). 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