Annual Planning

We made a hard decision in 2025 that will radically change our family’s 2026—and it didn’t come out of nowhere.

In this episode of The Catholic Money Show, we walk through how annual planning has shaped our family’s biggest decisions over the years, from homeschooling to schooling, from time stewardship to major life pivots.

We share how our yearly “dream date” and planning rhythm helped us notice when something that once worked was no longer bearing good fruit—and gave us the clarity and courage to change course.

This conversation is about learning how to step back, examine the fruit of your decisions, and discern where God may be inviting you to stay the course—or make a shift—in the year ahead.

If you’ve ever felt stuck in the status quo, unsure whether a good thing is still the right thing, this episode will help you think through annual planning with honesty, faith, and intention.

👉 Plan Your Year with Us (Live Workshop + Planner Bundle):
Join our live Plan Your Year 2026 workshop and get access to the Big Catholic Planner, wall calendar, and more at
https://walletwin.com/calendar