Final End of year work: Year in Review 2018

I can’t claim to own this process, I borrowed it from Tim Ferris (author and podcast interviewer) and have been doing it for a couple of years. I use it to review things that worked in the previous year, what didn’t work, what do I want to add, and what do I want to get rid of.  Tim’s recommendation is to sit down with your journals and notes from the previous year, and spend an hour or two really thinking this through. Based on the answers, you should be able to formulate your plans for the new year.

The Steps

  • Identify 20% of people, projects or ideas which provided 80% of enjoyment/powerful emotions for 2018
  • Identify 20% of people, projects or ideas which provided 80% of stress/pain/powerful emotions for 2018
  • Try and spot patterns from #1 and #2; Determine action steps to increase #1 and reduce #2:
  • Identify Three things to add to my life
  • Identify Three things to remove from my life
  • Ask folks close to you, what you should do more of and what should you do less of?
  • Start putting stuff into the calendar. If it is on the calendar, we will do it
  • Questions from “Happy Money”.
    • For Purchases, “how will this affect my use of time”
    • “How will I use this thing on Tuesday night”
    • $100 to most increase happiness?
    • $500 to increase happiness?
    • $1000 to increase happiness?
    • Take 20% of liquid cash, how would you apply it to increase your quality of life?
  • Go through 5 minute journal (daily 3 min in morning, 2 min in evening)

So what have I come up with for answers to the questions?

  1. Identify 20% of people, projects or ideas which provided 80% of enjoyment/powerful emotions for 2018
    • Travel with Mrs. 39 Months
    • Tracking Finance/heading towards FI
    • Blogging about finances
    • Exercise/Stretching
    • Reading
    • Gaming
    • Woodworking
    • Family
    • Backpacking
  2. Identify 20% of people, projects or ideas which provided 80% of stress/pain/powerful emotions for 2018
    • Working with boss (expectations, changes, etc.)
    • Dealing with employees who work for me
    • Standing up for myself when I’m right
    • Feeling being left out
    • Yardwork
    • Finances – reaching FI when market is volatile
    • Illness
  3. Try and spot patterns from #1 and #2; Determine action steps to increase #1 and reduce #2:
    • Pattern of being the boss of other workers, and stressing in getting them to perform when my boss questions them
    • Being fit/not ill means a happier life
    • Spending time with Mrs. 39 Months/hobbies
    • Reading about/studying/applying aspects of personal finance
  4. Identify Three things to add to my life
    • More time with Mrs 39 Months
    • More time on hobbies
    • More exercise/stretching and better health
  5. Identify Three things to remove from my life
    • Being the boss (just do my own work)
    • Illness
    • Lack of Control over finances
  6. Ask folks close to you, what you should do more of and what should you do less of?
    • TBD
  7. Start putting stuff into the calendar. If it is on the calendar, we will do it
    • Week at the shore with Mrs. 39 Months
    • Backpacking trips (at least five in 2019, including a full week)
    • Dulcimer festivals with Mrs. 39 Months (3 on calendar)
    • Woodworking (class in June, working at Pennsbury manor all year)
    • Travel to family in Vermont & Tennessee
  8. Questions from “Happy Money”.
  • For Purchases, “how will this affect my use of time”
  • “How will I use this thing on Tuesday night”
  • $100 to most increase happiness? A few more books to read
  • $500 to increase happiness? Another woodworking class
  • $1000 to increase happiness? Gymnastic Fitness class
  • Take 20% of liquid cash, how would you apply it to increase your quality of life? More vacation travel

9. Go through 5 minute journal (daily 3 min in morning, 2 min in evening). Key points:

  • A lot of time, I am grateful for my loving wife, Mrs. 39 Months
  • Family also mentioned a lot
  • Friends also mentioned frequently
  • Hobbies emphasized
  • Things to shy away from: Anger, depression, envy

So this helps me build my goals for 2019.

I hope this was helpful!

Mr. 39 Months

2 thoughts on “”

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.