10 Lessons Learned

10 Lessons Learned We came together on this project when we were discussing how valuable the lessons that we now know w

Lesson 4: Expect Your Plan Not to Go According to Plan - Urban Adams.Despite best efforts, plans often don’t unfold as e...
07/11/2025

Lesson 4: Expect Your Plan Not to Go According to Plan - Urban Adams.

Despite best efforts, plans often don’t unfold as expected. Urban suggests embracing agility, ambiguity and viewing financial plans as flexible frameworks that can help navigate life’s unpredictable nature. This mindset enables us to respond more effectively to unexpected challenges.



Watch the full episode here: https://10lessonslearned.com/latest-episode/

06/11/2025

Lesson 4: Expect Your Plan Not to Go According to Plan - Urban Adams.

Despite best efforts, plans often don’t unfold as expected. Urban suggests embracing ambiguity and viewing financial plans as flexible frameworks that can help navigate life’s unpredictable nature. This mindset enables individuals to respond more effectively to unexpected challenges.



Watch the full episode here: https://10lessonslearned.com/latest-episode/

05/11/2025

BRAND NEW EPISODE LIVE NOW!!! https://10lessonslearned.com/latest-episode/

Lesson 2: The Three Bucket Strategy - Urban Adams & Siebe Van Der Zee

In navigating financial planning, Urban outlines a straightforward yet effective approach - creating three distinct funds: a retirement savings account, an emergency fund, and a non-retirement investment fund, providing flexibility and resilience against life’s uncertainties. Simple yet effective!

04/11/2025

Lesson 3: Have a Plan, Not Just an Investment Strategy - Urban Adams & Siebe Van Der Zee.

Urban advocates for a comprehensive financial plan that covers all facets of an individual’s financial life, including tax and estate planning. He draws a parallel with taking a trip, stressing the need for clear goals and flexibility in achieving them rather than just focusing on investments.

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