Stop Making a 5-Year Plan (Do This Instead)

"So, what's your 5-year plan?"

That was the question posed to me by a mentor in January 2021. At the time, I was about seven years into my career, on the "track" in finance.

Climbing slowly up the mountain, I had started to wonder if it was the wrong one. I just didn't seem to have the same energy for the work as most of my colleagues.

All of the future mountains I envisioned were (at most) one degree of separation from the mountain I'd been climbing.

As I reflect back on that moment now, in July 2026, at the endpoint of that five year plan my mentor asked about, I have an interesting realization...

•••

This episode brought to you by:

• DeleteMe - DeleteMe makes it quick, easy, and safe to remove your personal data online. 
• Origin Financial - Your personal AI Financial Advisor. Track your spending, investments, and net worth—all in one place.
• Innerbody Labs - A Higher Standard. After reviewing thousands of health products, we built formulas we wished existed.
• Lemon - The Al agent that turns your voice instructions into finished tasks.