The Podcast

Ep 154: July Q&A – longer term goals, paper 101, planner matchmaking, and more

July 10, 2023


1) Becoming more comfortable with setting longer term (monthly, seasonal, yearly) goals.

Interested in setting your 2024 yearly goals with me in FL? BLP Live registration is here and more info here!

mostly full but a few spots remain!

2) Paper sizes, weights, and pen types! (Paper Planner 101!)
Useful reference here!

3) Planner matchmaking: “I am about to start medical school in July. I am a non traditional student so I will have a per diem job, family, pets, and other life obligations going on. I am looking for a planner recommendation that can fit all aspects of life!”

4) Erasable pen tip: Legami (and Passion Planner)
Legami on Etsy: here

5) Time OFF between jobs – thoughts on what to do!

Side note about Sterling Ink planners – preorder window is closed, but there is a TON of new variety and I’m very excited about it!

Keep your questions coming!

Also, REQUEST: TEACHERS!! If you have a planning system you love that keeps you organized at work (and perhaps at home too?) I would love a 2-3 minute audio clip and some photos! I want to do a teacher round up with a few options. If this describes you, please consider sending me a voice memo via email or google voice — (305) 697-7189

Episode Sponsors:
Green Chef: The #1 Meal Kit for Eating Well. Go to and use code plans50 to get 50% off plus free shipping!


  • Reply Chelsea July 10, 2023 at 8:35 am

    Off topic, but the person I would love to hear you interview about planning is Paula Pant from Afford Anything. She does so many things: she has a ton of rental properties, has her very successful podcast, has a course about buying rental property and completed a fellowship at Columbia last academic year. I think it would be interesting to hear how she balances all of those priorities and thinks about the future. I bet she has a pretty sophisticated process!

  • Reply Maya July 10, 2023 at 10:27 am

    Heads-up, SHU: I can barely read here anymore–the pop ups and ads are really aggressive!

    • Reply Arden July 11, 2023 at 5:01 am


    • Reply Lizzy July 11, 2023 at 11:37 am

      In case it’s helpful, want to chime in that I don’t think this is a universal issue. It’s actually not bad for me. I’m reading on an iPhone 14. If everyone’s experience were like mine (which granted, sounds like it’s not…) I would say “keep doing what you’re doing!”

    • Reply Kimberly Nemec-Wiggin July 14, 2023 at 9:15 pm

      I know you have mentioned trying to rein in the ads, but it’s true that they are distracting. Pop-ups from multiple directions, screen size changing unexpectedly. Kind of takes the joy out of reading a blog I love!

  • Reply Natasha Funk July 10, 2023 at 11:42 am

    I heard you mention today that you might have a virtual option for your planning retreat. As a Canadian on a budget this would be absolutely amazing!

  • Reply Brooke July 12, 2023 at 1:16 pm

    Like your reader, I also struggle with longer term goals – shorter term is my jam. Longer term are usually more vague or in the dream catagory – give a TED talk, spend more time outdoors. I see some of these as reminders to seize opportunities, not always as go-dos for all seasons. So say yes to a friend who invites you on a day hike, or that opportunity to present at the all employee meeting work. In some other seasons, there might be a go-do: start a podcast, schedule/plan a 5day hike, etc.

  • Reply Susan Sanders July 23, 2023 at 11:09 am

    Thank you for paper 101. This was really interesting and super helpful!

  • Reply Ana July 25, 2023 at 8:23 am

    On your teacher planning method call-out, you may want to reach out to Cathy Mazak on The Scholar’s Voice. She has a system that goes from mission statement to actual pipeline and time management, that may be relevant for your community.

    • Reply Sarah Hart-Unger July 25, 2023 at 11:13 am

      thank you!!!

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