066 // Why Everyone Needs to Have a Family Board Meeting with Callie Duque

📌 Full show notes at https://www.luisfelipeduque.com/066 Big thank you to the podcast partners for making this episode possible: PPI: https://www.luisfelipeduque.com/PPI2Pass Policygenius: https://www.luisfelipeduque.com/policygeniuslife Learn more about the podcast sponsors and how to support the show - https://www.luisfelipeduque.com/Partners You all know what happens at the end of each year: people get excited about the new cycle and make lots of New Year's resolutions. Even though these are necessary, they should not be the only thing you do. Enters the concept of annual family board meetings. Luis and Callie have been doing it since 2020. And today, not only do they explain what it is, but they also elaborate on how they structured their own family board meeting at the end of 2021 so you can emulate it and adapt it according to your own needs and desires. Whether or not you have children or even a significant other. What You'll Learn: * What's a Family Board Meeting? And Why is it Important? * How an Annual Family Board Meeting Can Complement Your Shorter Review Cycles * How You Can Structure Your Own Board Meeting * Why You Don't Need to Have Kids or Even a Partner to Hold These Meetings * The Main Categories Worth Covering During the Board Meeting * Some Prompts for Each Category That You Can Use to Guide You * Why You Should Probably Start the Meeting by Envisioning Your Desired Future… * …And Why You Should End It by Talking About Money * The Importance of Having Some "Me-Time" Alone for Yourself Music by Jack Winders Intro: Midwest Folks Outro: Southern Skies Website: https://www.jackwinders.com [https://www.jackwinders.com/] Facebook: https://www.facebook.com/JackWindersMusic Follow him on Spotify: https://open.spotify.com/artist/0msfukZWdVoUHIvpFvanTU?si=U5jKEdjfSTOetL12ispLcg Connect With Me Sign up to my weekly email newsletter // https://www.luisfelipeduque.com/Newsletter My website & blog // https://www.luisfelipeduque.com [https://www.luisfelipeduque.com/] Instagram // https://www.luisfelipeduque.com/Instagram Twitter // https://www.luisfelipeduque.com/Twitter LinkedIn // https://www.luisfelipeduque.com/LinkedIn Facebook // https://www.luisfelipeduque.com/Facebook YouTube // https://www.luisfelipeduque.com/YouTube --- Send in a voice message: https://anchor.fm/engourfuture/message --- Send in a voice message: https://anchor.fm/engourfuture/message