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Setting Challenging Yet Achievable Goals: How Your Why Is The Fuel with Guest Julie Holly
Episode 12724th October 2022 • The Lindsay Sutherland Show • Lindsay Sutherland
00:00:00 00:35:29

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Do you set goals? Have you subscribed to the adage, "Reach for the stars and land on the moon?" Guest Julie Holly shares how this mindset simply sets us up to experience failure which is not a promising outlook and explains why many people either don't set goals or don't achieve them. Instead, she advocates setting challenging yet achievable goals and walks us through how she does that in today's mindset episode.

Setting goals is a very important step in life and in entrepreneurship. People who set goals, track their progress and review their goals regularly are far more successful that people who don't.

Well-meaning individuals often set goals but are missing some key fundamentals. Julie demonstrates how having clarity about your "Why" and knowing "Who" you are is step one. Before goals are even set, one must identify what is motivating them and who they are to ensure the goals align with the person. In short, make goals that are for you and not to impress others or to serve another agenda.

The second step to creating achievable goals is to be very specific about how your life will look in every area once the goals are achieved. Then break down the 'how to' steps and even plug in deadlines for the goals.

Referring to the vision daily, the way you want your life to look once the goals are accomplished will ultimately play a significant role in how successful you are with your goals.

Areas of your life to set goals in expand beyond business and financial goals. Personal relationships with Self, spouses, and children are important. As are fitness goals, impact goals, and spiritual goals. When we are approaching goal setting holistically all areas of our life will level up and ultimately create a more joyful experience.

For clarification, impact goals, are goals about what impact you want to make on the world around you. Julie refers to them as community goals.

Connect with Julie Holly at or on her podcast The Conscious Investor.

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Set Your Goals and Make Them Happen: How Your Why Is The Fuel



Today Pie Tribe. I'm so glad to have you with this Monday mindset episode that I know you are going to appreciate. Today we have a guest, which I know normally the Monday Mindset episodes is just me. But we have an amazing and incredible human being joining us today.

investing in apartments. But [:

And productive, what would be the better word? It's more about having a fruitful future mindset. Yeah. And being really intentional with our, with our creations. So Julie is the host of the Conscious Investor and the founder of Three Keys Investments. Julie, thank you so much for joining me today. I'm excited about our call.


t was like, what almost. You [:

It's been so exciting and cool as heck to watch her go through this transformation, but there was one key ingredient that I consistently saw Julie talk about, and that was following her Why. She was very clear on her why, and at some points was having to say no to some things and yes to others to chase this dream.

And it was very scary. And I know we both were going through that at some points together, but I wanna hear your story. Tell us about that journey and how you really, A) got clear, Like what, how did you get clear, Julie, on your why? That's one question. And then how did getting clear change your future?

school educator. And so when [:

It's, that's a very weird thing to say, but I've always listened to that and I was at that point where it's like, Oh, I'm done. But then I taught Inno, I taught another year, and I'm like, No, no. I told my husband, No, I'm, I'm done. I need to be making a transition out of this into something else. And we have a background in real estate, investing in real estate in general.

That's been our bread and butter for the last 14 years. And so it's just a matter of. Okay, what do you wanna do? And when I discovered, I said, Well, I knew I wanted to go back into real estate. I knew I wanted to be investing. I knew I could support, I would say I discovered along the way that I could support Families in a different capacity.

So a [:

And then I realized, wait a second. If I go into real estate investing full time, I can educate these to adults, and now I have an immediate impact in the world because when we affect adults, they make decisions and so their decisions as leaders in their families are now, you know, creating this different effect for everybody around them.

s that's where it got really [:

I really believed in that model. I believed it, utilized it. All of the gifts and talent skills and abilities that I've cultivated over the, you know, last two and a half decades as an adult. And then I started getting, you know, shiny object. Oh, well, maybe I should also go into self storage. Maybe I should also buy RV parks and mobile home parks, and maybe I should buy light industrial.

Oh, maybe I should get involved in crypto. Maybe I should have a Walmart store. Maybe I should get into Forex trading. And so this desire to create multiple income, passive income streams started to actually undermine everyth. And I had a very strong mentor in my life and I was working with a high performance coach at the same time.

ng good in my life I have, I [:

Like every time we invest in ourself, it comes back tenfold. And my mentor actually told me like, And to this day, he is my number one role model of my husband. And I talk about, I'm like, I wanna be just like him, . He's what I want to be like. And the reason is, is that he is extremely grounded and he's extraordinarily successful and has a very strong family and a very vibrant business at the same, like he, he literally does have it all.

, I was watching what he did [:

He does invest in other, other things, but he is, he is, his point was clear. That's what I heard was. Girl, you're a hot mess. He didn't say any of this , but I put it all together and like, Girl, you're a hot mess. You got like all this stuff going on. You're trying to do this Walmart store thing. You've invested in that and you're investing over here in this and trying, and why not just be really good and niche down?

n be very, very sobering and [:

And that was my life that year is like going through trying to create multiple passive streams. That sounded like a great plan, but. I was spread too thin and I wasn't making any of the progress. So it's almost like having a series of half built bridges out in the world. It's like, you know what? It'd just be better to double down and build a bridge from this island to the next island and then build the next bridge and the next bridge.

And so I had a huge shift in thinking around that. And that's really when I started gaining traction.


Is that, Is that what you're saying?


Although my Walmart store was supposed to be a passive income, passive income stream because I had somebody running it and all of that, but it still required oversight. So, and it, and learning, cause it was all new to me. And four X training, same thing. And like so many things that were just requiring me to have to educate myself.

And meanwhile, you know, it's like I'm trying to grow an apartment syndication company, so I was trying to grow too many things all at once.


t what you wanted to do, but [:


I said, I've never really set goals. I was intimidated by setting actual goals. It's kind of like, I don't wanna feel like a failure. I don't wanna have to stare at it all the time. I'll just stick to my vision board and stick to the long term plan. And the long term vision is very clear in my mind.

So he shared his goals with me, which is like this huge deal. This will actually be the third year. I just spoke with him a couple days ago and this is gonna be our third year meeting to do, to like review goals together. And so I have my goals. I'm holding 'em up right here.

, and I literally modeled my [:

what do I want in my marriage? What do I want with my kids? What are some of the things that we wanna tackle this year and like areas we wanna grow or. Activities you wanna do? And then we talk, I have community goals. Who do I wanna show up as in the community? And what kind of communities do I wanna help create and cultivate?

Cuz that's a huge part of what I know I'm supposed to be doing in the world. And then I also have like my business goals and the business goals are very, very, very clear down to like, hey, this is when these are gonna happen. These are the dates, these are the deadlines, and these are the numbers and the metrics that you are aiming to reach.

t every year I've learned to [:

I can see the whole picture, but I can't do the whole picture all at once. And that's okay. I've got time on my journey to do that. But what, what steps do I wanna actually see? That are going to lead me closer to building into that.


This, this whole goal setting is so powerful. Oh, we just did, I did a q4 goal setting thing like a couple of weeks ago, and I'm so excited that we just got on this subject because you said something really powerful that I think actually holds a lot of people back. And I'm one of 'em, like I could tell

m and okay, so first of all, [:


make wanna make in my life, [:

But what are the ingredients that I'm going to use this year that are going to help create that for the long run? Instead of looking at it as this, like it doesn't seem defeating and I'm also not biting off more than I can chew. And that's been hard for me cuz I mean, I thought, you know, you're supposed to create these goals that are like, you know, shoot for the, shoot for the moon and land in the stars and it's all great, or something like that.

And it's just so dumb. Like why? Why do I need to set goals that are like, we wanna set these goals that are just like, So crazy huge. And just because we know we're not gonna achieve them, but we're gonna get better than we. No. How about I set a goal that feels good and comfortable to me? How about I set a goal that I believe is going to challenge me, but not debilitate and cripple me?

dly goals. So there's enough [:

What do I want the game to look like? So it's almost gametizing it also.


force ourselves, as we were [:

Yeah, and that's the thing that I think changed for you is when you went from. I'm not doing this to prove anything to myself. I'm doing it because I have a reason. You have a mission. You got very clear on that. What was that driving force for you?


ou know, I think for me it's [:

I like to be able to take care of myself. My husband is an amazing provider for our family, and I love that, but we've also piggybacked over the years as to like flip flopping who's who the, the main breadwinner is so that we can help each other reach goals. And I know that he has some ambitions that if I could, if he could not feel any pressure, To provide, you know, a particular level of income into the family, then I know that he would be able to do more and spend time with more.

ates high school, then we're [:

Trip across Europe, and we wanna be positioned to be able to do that. Now, it's not because we want to go and just live an extravagant life, but there's so much personal discovery that takes place when we don't have those financial burdens and stresses. and we are very into contributing to others, cultivating communities, and empowering the people around us to take their next steps in lives.

I actually see a vision for, for my husband and I actually having like this whole marriage wing of our company that will, like, of my coaching company that will end up supporting people We are not there yet. And so it's interesting as we continue down this path, it just allows for, it's almost like a baking soda in vinegar, you know?

It can just like keep poofing up.


Harnessed it. Like you, you were like, Okay, this is it for me. And I noticed as you started going through, you were like, Okay, the Walmart store isn't helping me build a community. The you know, the other thing that you had going on wasn't about community, the four x, those things were more like just dreams.

Like almost okay. Let put it,


But you know, that's interesting cuz I had a community called the Impact Investing Network and I actually retired that community. During that period where I started just really narrowing my focus, I started looking at, I only have so much time. My business was growing, my coaching business and my real estate investing business was growing and my time was shrinking and I had some things that I simply just need to say, You are actually really good, you're really important.

Impact investing network. However, I can't carry the load and. I had some other people involved and it wasn't working in their, their schedule either. So it's like, okay, I just need to lay you to. Maybe you'll come back sometime, maybe not. But yeah, having money work in multiple ways versus stale money, that's just like, great, you made me money.

What else did you do? ?





ss as to what your next step [:


And it's, I would challenge everybody listening to this to check in with yourself and ask yourself, what are you holding onto? That's like that relationship that you know, it's time to let go of and let go of it without knowing how it's gonna end. Like the, what's the next step. That was the truth for me.

When it was about leaving my job, I didn't know what the next step was. So you hold onto it because you're thinking, I need to have the replacement, but. Interesting. And you're, I'm sure, Julie, you experienced this too, but when you let these things go, you make room for those new things to come in, and it comes in with so much more grace than if we try to just juggle everything so that.

der to what is now, and it's [:


I even go to the step now as to if it's not something that is positive, if it's not, if I feel drawn down by something that I'm working on, there are points we all have work to do. We all have tasks that we have to do that maybe not be our favorite, but we all know that feeling of when you're driving to work and you're just like, Ugh, I just don't even wanna go in.

Right. Or you're driving. Let's face it, you might even be driving to meet up with a friend and you're like, Oh, I don't wanna do this. I could be doing something else. The moment we have that feeling, and this is what I, what I've adopted is like when I have that feeling, that's my, that's my indicator. I've becoming very in tune with it.

ng spot. And if we're not, I [:

Do what you love. Do what you love. Do more of what you love, follow what you love. Do more you love. And the world doesn't teach us that. And so really maybe even what you've been seeing over the last couple years is me unwiring a lot of the hard wiring that was in me and saying, Nope, I'm gonna do more of what I love.

It's so scary cuz you're, because we've been taught, oh, well if you're an artist, you're a starving artist. You can't make money in these professions, you can't do this, you can't. We've been told like the only way basically to make money is to go work for the, for a company and, and have you know, stock based portfolio and that's how you're gonna be safe.

ot of words, whatever you're [:

Most of us are like that. I'm not a particularly money driven person, but because culture says this is how we show you are valued. When I look at my compensation as a public school teacher and my compensation as a high performance coach,

x, It's [:


me, creating passive income [:

But for now, I'm okay with it. Where it is, I'm okay knowing that it's okay if I'm not out there changing the world with everybody because that's just something I had been told I should do. I should focus on the impact. And I finally got truth with myself. And it's like, I don't want to make my life about the impact right now.

d then it will start to gain [:


They're not in concrete. And so you say, you know what interest rates went up and so I think my investment company is going to have to pivot a little bit and it's probably gonna have this type of effect. And our why is going as we transform and evolve as human beings. Our why and is going to transform and shape our goals are going to transform and shape.

y are. We're so busy running [:

But there's actually something in between all of that. It's really about who are you? Who are you in the world? And we're so detached from who we are and we're programming conditioned either to say, Hey, my money has to make impact. And it's like, wait, that doesn't resonate with me. That's not congruent with who I am.

I can't live a life trying, that's an imposter life, so it's not gonna work. Right? And so when we are actually. True to who we are and we, that means we have to know who we are. That means we have to do some work to figure out and discover and to redo some of that programming and to peel things back. And, and it's such a fun thing.

It's just like, it's a [:

It's like, so we, if we're honest with ourselves, if we're flexible and adaptable, then our goals aren't scary and we can take step in steps towards them in enjoy, because it's fun. I don't think I work anymore because I love everything that I do. You can have that life also, like everyone listening can have that life.



A lot of times people call this this midlife crisis. I call it a midlife awakening. And that midlife can be at any point in your life, quite frankly, cuz our life is not necessarily chronological, but it's really based off of our transformation. And we can do that at any point chronologically. So if you're at that point where you are looking to transform, then schedule time to meet.

If you are looking for someone to help you out with.


I love tuning into the Conscious investor because the guests are amazing. She gets the highest quality people who just make you think bigger than you already are thinking. And Julie's mindset episodes are definitely. So good and so heartwarming. They will make you think and make you grow, so I encourage you to check out her podcast as well.

Thank you so much, Julie, for joining us. It's been a true pleasure.