A few weeks ago, Sarah and I hosted our third annual Best Laid Plans Live conference in south Florida (OK, she was the sole host for the first one, but I attended, and then co-hosted the second two!). We love having dedicated space to think about and plan the upcoming year.

In today’s episode of Best of Both Worlds, we share some of our thinking and planning exercises from the conference, and then talk about our take-aways. We offer suggestions for how someone can create their own version of BLP...