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Successful Financial Guru is a List Maker

List making can help you strive in so many areas of your life: work, home, relationships, leisure and even fashion! No one knows this better than Joe Duran. He’s this month’s featured “list producer.”

Joe is the CEO for United Capital, a national wealth-counseling firm that is one of the fastest growing companies in the financial services industry. Pretty impressive, huh? Well he owes a lot of his success to being a list maker!

1. Why do you call yourself a compulsive list producer?

Lists keep people synchronized. I expect myself and everyone that works with me to stay on top of all the many things we are working on.

2. What do you make lists about?

I like everyone that works with me to keep two kinds of lists: action lists for any follow up items as well as checklists for repeatable activities.

3. How often do you make lists?

There is not a day that goes by that I am not given multiple checklists and action lists to look at. Read more

A List for a Happy Baby

I’ve gotten to the age where everyone is either getting married or having babies. It’s like when you’re 13 and everyone is having a bar or bat mitzvah and you wish you were Jewish so you could have one. Or when you turned 16 and every girl had a “Sweet 16” and was learning to drive. The marriage and the babies stage are the same. Except…those who don’t have them are either happy without them or yearning for them. It’s a mixed bag.

Me — I’m not ready to be a mom but from what I’ve heard…your life is turned upside down by that little human — in a good way. And your priorities and entire schedule completely changes. But guess what — a list will help you cope!

My good friend Arianny is a new mom. She said that one of her friends told her about buying second-hand clothes for her baby, so she can save some money to spend on other things, like diapers.  Anyway, she wrote me this email recently:

You would be proud: I keep a list of everything I need to pack in Gabriel’s diaper bag in the side pocket of the bag. Every time I pack it to go out, I take out the little list. Everything from bottles to toys. It’s the key to a happy baby.”

Here is Arianny’s list of things that I think should be kept in diaper bags (recently updated because he just started solids):

1. Diapers

2. Wipes

3. Burp Cloth

4. Bibs – lots of them

5. Blanket

6. Bottles & Water

7. Formula

8. Pacifiers – a couple for when they drop and get dirty!

9. Change of clothes/PJs

10. Solid meal

11. Spoons

12. Toys/Teether

Don’t forget the tablet with those sing-along songs that helps baby sleep. Who knew having a baby would have so many accessories! But it makes sense — being prepared for a new task is all you need to be successful and less stressed out. You’ll even save some time too. Who cares if you need a cheat sheet…even to be a good mom. Trust me — your baby won’t mind!

5 Lessons I’ve Learned from Oprah

Today is historic. Today is the airing of the last episode of The Oprah Winfrey Show. If you’ve been following my blog you know how much I love Oprah. It was on my life list to make it to a taping of her show – been there, done that! It was fabulous.

As a journalist – I’ve gotten my inspiration from women like Oprah. I would watch her show everyday with my mother and I wanted to be just like her. Oprah has said many times that if she weren’t in TV she would have been a teacher. Well she’s been just that to many people in all walks of life through the years, including me.

Here’s my list of some of the lessons I’ve learned at “Oprah University:”

1. Give:

Oprah’s been both praised and ridiculed for all the gifts she’s given away in her “favorite things” episodes. From iPads to lasagna pans – she’s given it all away to screaming fans. Don’t forget the free trip to Australia and oh yeah…the “you get a car, and you get a car, and you get a car,” giveaway. Read more

The End of the World as We Know It?

I don’t believe that tomorrow will be the end of the world. But some people do – namely Robert Fitzpatrick from Staten Island, NY. He spent his life savings of $140,000 on bus and subway advertisements to warn us that we will have a global earthquake that will end the world on May 21, 2011.

I don’t buy it.

But let’s just say that tomorrow was really the last day of the world (which it’s not)…what would you do or say today?

If you’re a list maker – examine your life list. Are you really THAT upset that you haven’t gone sky diving? What about if you never made up with your estranged sibling? Would that matter? Read more

The Power of a Pro vs. Con List and a FREE Giveaway

This blog is three posts in one:

1. A case study of the power of one of my favorite kinds of lists: the pros/cons list.

2. A plug for a cool website and the pre-made list paper they make.

3. A chance for you to win FREE list paper from KnockKnockStuff.com.

 

 

WHO: Colleen Cappon – my colleague and a non-list maker

WHAT: Colleen and her fiancée Chris are getting married and having trouble planning their honeymoon

WHEN: Their wedding is in October

WHY: It’s tough to narrow down the perfect destination to celebrate their nuptials because they are overwhelmed by all the choices

WHERE: This is just the problem! They have too many options and are losing sight of what they really want

The Power of a Pros/Cons List

Enter the “List Producer” with the solution I have for everything – make a list! I told Colleen that a pros/cons list is really the best way give attention to each choice individually. I also shared some cool list paper that I’d gotten from KnockKnockStuff.com for her to write out pros and cons about each resort she and Chris were considering. Read more