Welcome to Best Laid Plans -- a podcast all about planning and the planning tools we love. From planning techniques and organizing philosophies to planners and notebooks, we cover it all. Host Sarah Hart-Unger is a mother of 3, physician, podcasting pro, and a lover of lists and all things paper! Listen in weekly for conversations about planning and productivity as well as product reviews and interviews with planning experts!
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All audios from videos by Andrea Unger, the only 4-time World Trading Champion.
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Cheri Jacobus breaks down what's happening in national politics. She gives it to you straight - even when it hurts! No spin - just the raw truth! From the halls of Congress to hitting the cable TV news airwaves with political commentary and launching the only news and commentary site for right-of-center so-called “Never Trump” voices, Cheri Jacobus is a known, trusted, reliable political analyst and operative who is not afraid to be direct. She is the founder, President, and Executive Produc ...
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425 From Electrical Engineer to Systematic Trader: Dave’s Success Story with Unger Academy
21:47
21:47
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429 Trading with €1,000: Source of Income or Just a Hobby?
6:23
6:23
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The Plan (and Planning!) with Kendra Adachi EP 216
46:24
46:24
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In today's episode, Kendra Adachi joins Sarah to chat about all things planning-adjacent including her new book, The Plan! Kendra is a NYT Bestselling author and podcaster at the Lazy Genius, and she brings her compassion and unique perspective to planning, goal setting, and time management in her latest book, The Plan. Sarah and Kendra discuss goa…
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428 Strategy of the Month: The Winner Is a Trend-Following Strategy for Live Cattle Futures!
7:03
7:03
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427 Trading Systems for DAX: How We Gained €42,450 in 2024 on the German Stock Index
5:12
5:12
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Mixed Bag Ep: Planner Peace, Planner News, and Dealing with Stressful / Uncertain Times EP 215
22:19
22:19
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22:19
It's a Mixed Bag Ep! In part 1, Sarah shares a Planner Peace segment from Meredith that covers multiple facets of planning - personal, family, goal setting, and life! Products mentioned are Laurel Denise, Cultivate What Matters PowerSheets, a Family Teams wall calendar, and a Hemlock & Oak Daily. Family Teams: https://shop.familyteams.com/products/…
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426 The Successful Trader Profile: Discover the Common Traits of Those Who Excel in the Markets
10:19
10:19
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How to Build More Intentionality Into Your Life EP 214
25:36
25:36
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In today's episode, Sarah explores the concept of intentionality. She discussed examples and ways we can unknowingly live without much intention and then suggests strategies (large and small) to promote more intentional living. Things to think about: - Career autopilot/drift - Responding to others' expectations - Saying yes to everything - Failing …
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424 Trading Results: $24,000 on Gasoline in 2024 by Capitalizing on Recurring Price Movements
5:16
5:16
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August Q&A: Inbox Zero, Big Projects, Working Speed, Mindfulness, and More! EP: 213
29:17
29:17
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29:17
It's August's Q&A episode! Join Sarah as she tackles listener questions and comments. Topics include: - an inbox zero success story - approaching nebulous//large projects such as book writing - what does it mean to "work faster" compared to others - thoughts on the Organize 365 Sunday Basket system (Sarah has one!) - teaching planning and organizin…
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423 Trader of the Month: Rosario Earns over €7,100 with a +35% Return! Here's How
6:32
6:32
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422 Trading on the DAX Index: €60,000 in Profits in 2024 with These 2 Automated Strategies
4:23
4:23
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Mixed Bag: PTO Tracking, Post-Vacation Analysis + 2025 Planner Preview (Hobonichi + More) EP 212
26:58
26:58
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26:58
It's a Mixed Bag ep! Topics covered: 1- PTO Spreadsheet - inspired by my friend Kae (gratefulkae.com) 2- Vacation Postmortem! Consider doing a post-trip analysis with a partner. Can also extend to other home areas (summer, a school year, a holiday season, etc!) 3- Two upcoming books I’m excited about - Kendra Adachi’s The Plan and Oliver Burkeman’s…
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421 Options Trading and Market Crashes: What August 5th Taught Us About Surviving Black Swans
5:07
5:07
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Quintile 4 + Q&A Deep Dive: Sticking to Your Plan EP 211
24:20
24:20
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Today's episode features a discussion of all things related to Quintile 4, the season after summer! Sarah features some back to school discussion, but there she also addresses some non-school-related shifts in the season as well as future planning to think about. Then, she dives into a listener query about sticking to plans -- how do you stick to y…
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420 Strategy of the Month: The Winner Is a Mean-Reverting Strategy on Mini S&P 500 Futures!
8:07
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419 Are We in an AI Bubble? S&P 500 Analysis and Similarities with the Dot Com Bubble
7:08
7:08
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You Only Die Once: Mortality, Planning, and So Much More with Jodi Wellman EP 210
42:57
42:57
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42:57
In today's episode, Sarah interviews Jodi Wellman on her work on mortality and how the concept of death / our finite lives can inspire living a life with vitality, meaning, and -- for lack of a better term, more "aliveness." Jodi holds a Masters in Applied Positive Psychology and spent years exploring and applying these tough topics to help others …
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418 Michael at the World Cup Trading Championships with the Unger Method (+258%)
11:40
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417 Gold Trading: $14,000 in 2024 Using Two Opposite Strategies!
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Best Laid Plans Academy: Honing Your Planning Systems at Every Level EP 209
23:53
23:53
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In today's episode, Sarah discusses her flagship planning course, Best Laid Plans Academy, as she prepares the launch the fourth round (the first in 2024!). She discusses takeaways from prior rounds, why this material works in a course format, and shares the course topics and logistics. To learn more, visit theshubox.com/courses; signup information…
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416 Trader of the Month: Michael Wins with a +136% Return (He’s in the World Championships Top 5!)
6:52
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415 Trading with ADX: Discover the Levels that Really Work (and Why)
7:37
7:37
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July Q&A: Planner Peace x 2, Task Management on Paper, Notetaking, and More! EP 208
35:31
35:31
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35:31
In today's episode, Sarah answers questions sent in the last month! First, she opens with two Planner Peace submissions. Then, she answers questions on task management on paper, email management (how long does it REALLY take to clear an inbox?), handling major schedule changes in an already complicated life, and notetaking. Keep your questions comi…
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414 Commodity Trading: $12,000 Gained Since Early 2024 with 2 NEW Strategies for Cocoa and Coffee
7:33
7:33
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Planners, Goals, and Fun with MakseLife Founder Sierra Friend EP 207
42:50
42:50
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42:50
In today's episode, Sarah interviews Sierra Friend, creator and head of MakseLife, a major player in the planner universe today! She discusses how her line of planners came to be, what sets them apart in the market, her thoughts on goal setting, and much more! Teen planning printable discussed in the episode (free!): https://makselife.com/collectio…
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413 Strategy of the Month: The Winner Is a Multiday Trend-Following on Dow Jones Futures!
6:17
6:17
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412 Trading Losses: Avoid Disaster and Thrive with Tips from a 4-Time World Champion Trader
8:32
8:32
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Summer Reading: Reading Habits, TBR Lists, Paper vs Digital, and Favorites of 2024 (so far!) EP206
26:15
26:15
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26:15
In today's episode, Sarah talks all about one of her favorite hobbies -- reading! She discusses her own reading journey over the years and then talks about the practical side: reading routines, to-be-read list management, library holds, physical vs digital, abandoning books, and more! Finally, she shares her top 10 books (so far) in 2024! Detailed …
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411 Trading S&P 500: $60,000 Gained Since the Start of 2023 with These Multiday Strategies
6:34
6:34
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July 1 is the New January 1? Your Virtual Midyear Retreat EP 205
21:52
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In today's episode, Sarah shares 10 questions to help you think through the rest of 2024! Sit back, grab a notebook and your favorite pens, and plan along with her -- or do a whole day of planning and dreaming at your own DIY retreat! Either way, this episode will get you inspired for your July 1st fresh start. BOBW Midyear Check In Ep: https://lau…
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410 Trader of the Month: Francesco Earns €14,500 with a +35% Return! Here's How
6:00
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In today's episode, Sarah shares thoughts on Time Block planning, a method suggested by Cal Newport, among others. She names pros, cons, and shares her own approach. She also discusses her recent decision to entirely eliminate Reddit scrolling from her life. Resources: Episode that inspired today's Time Block Planning Discussion is here: https://ww…
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408 Coffee Trading: $26,000 in 5 Months Using Price Channels!
3:43
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June Q + A: Working in Distracting Environments, Budget Planning, Mental Health and More EP 203
27:22
27:22
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27:22
In today's episode, Sarah provides a mini life update and then answers questions that have come from listeners over the past month! Topics/questions include: - Tips for working in distracting conditions - Ideas for budget planning - how does Sarah use YNAB? - What happens when when attempted morning planning sessions get derailed (by a kid, by illn…
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407 Strategy of the Month: The Winner Is a Simple but Highly Effective Bias on Gold
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406 Trading with Seasonality and Bias: Strategies to Profit in the Markets
4:56
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In today's episode, Sarah shares some ideas and inspiration for your summer -- some of it a little bit outside of the typical (summer cleaning, anyone?). Topics discussed: - Sharing the load of summer planning and fun-making - Summer checklists . . . not just for kids - Summer fun ideas for less than ideal weather - Summer habit / routine changes -…
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405 Intraday & Multiday Trading on Nasdaq: $45,000 Since 2023 with 2 Strategies
4:52
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Planning-Adjacent: A Marathon Journey EP 201
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In today's episode, Sarah shares her recent marathon journey, from goal-setting (a looooong time ago!) to the tools and routines that supported her training to the race itself. Episode Sponsors: Jenni Kayne: Find your new uniform at jennikayne.com. Get 15% off your first order when you use code plans at checkout! Earth Breeze: Effective liquidless …
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404 Gianluca's Journey: From Bank Trader to Independent Success, +60% with the Unger Method
9:04
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403 Shocking Truth About Selling PUT Options: Terrible Risks Revealed! (BEWARE)
9:25
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May Q&A: Margins, Travel, Laurel Denise Planners, and Avoiding That "Am I Missing Something?" Feeling EP 200
24:29
24:29
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In today's episode, Sarah answers questions + shares some listener tips sent during the month of May! Topics include: - Laurel Denise Planners (question from a mom/healthcare provider with a lot going on!). Link to prior mini review: https://theshubox.com/2022/12/blp-ep-123-4-2023-planner-mini-reviews.html - Travel -- packing list tips, Wanderlog a…
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402 Trader of the Month: Enrico Wins with Almost €110,000 Gained in 30 Days! Here's How
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401 Trading DAX Futures: Over €47,000 Gained in 4 Months with 2 Automated Strategies
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Top 5 Things Episode (in honor of my birthday!) EP 199
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In today's episode, Sarah shares a few Top 5s, in honor of her birthday! She opens with her top 5 reasons for planning, followed by the top 5 essential elements of a funcitonal system. Finally, she gets personal and shares her top 5 hopes + dreams for the next year of life! If you'd like to celebrate with Sarah, she would love: - a review - a tip o…
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400 From Zero to Trader of the Month in Just 4 Weeks (with $16,000 in Gains!) - Lorenzo's Success Story
12:05
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399 Trading: How Do We Handle Economic News in Our Strategies? (With Examples)
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Using ClickUp to Organize it All with Jade Boyd EP 198
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In today's episode, Sarah shares some unexpected recent planning pivots, and then business and production coach Jade Boyd joins her to talk all things ClickUp -- in her opinion, one digital platform that can be used to organize it all. Jade also shares her love of paper as daily planning tool, the intimidation factor with digital organizing solutio…
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