For Investing Success, Know Your Goals

To invest wisely, it's important to identify your goals. Northern Trust's Katherine Nixon explains.

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  • Mike Germano on Aligning Financial Planning Goals to Personal Values

    In Chapter 22 of 23 in his 2014 Capture Your Flag interview, VICE Media Chief Digital Officer Mike Germano answers "As You Get Older, How Are Your Financial Planning Goals Change?" Germano shares how after many years putting all his money back into his business, Carrot Creative, after selling his business to VICE Media he is in a position to invest. He looks at nontraditional outlets, such as investing in a pizza business and buying a stake in a minor league baseball team, the Brockton Rox.

  • Jullien Gordon on Investing in Coaches to Improve Life and Career

    In Chapter 8 of 19 in his 2014 Capture Your Flag interview, business coach and public speaker Jullien Gordon answers "At This Moment in Your Life, Where Are You Seeking Advice and Coaching?" Gordon shares how investing in coaches has helped him personally and professionally. Professionally, Gordon hires a marketing coach to get clear on his audience and better understand their needs. Personally, Gordon and his wife invest in a relationship coach to help them set and achieve goals in their lives.

  • Lauren Serota on Rethinking Career Goals After Three Years at a Job

    In Chapter 5 of 21 in her 2013 Capture Your Flag interview, creative director and educator Lauren Serota answers "How Are Your Aspirations Changing As Your Experience Grows?" Now in her third-year working at frog design, Serota shares how her career aspirations are becoming less about individual recognition and more about sharing knowledge to improve how others learn and live. She reflects to a time when her goals were more narcissistic and how her goals have progressively shifted.

  • Louise Langheier on Setting Time Horizon Goals in a CEO Job Role

    In Chapter 16 of 21 in her 2014 Capture Your Flag interview, social entrepreneur Louise Langheier answers "As CEO, How Do You Decide What Time Horizon to Focus on in Your Work?" Langheier shares how much of her strategic planning goals are dependent on the phase of impact the company is in at the time. She also notes how she is proactively trying to delegate shorter term planning to team members while she looks at possibilities associated with longer term time horizons.

  • Fabian Pfortmuller on Helping Your Community Achieve Dream Goals

    In Chapter 16 of 18 in his 2013 Capture Your Flag interview, entrepreneur and community builder Fabian Pfortmuller answers "What Programs Are You Creating as a Business to Give Back to the Community?" Pfortmuller shares how he and his Holstee team are creating programs to give back to the community they serve and support community members on their journey to achieve life goals. Holstee tested a revenue sharing model with Kiva, where Holstee donated 10% of all revenue to micro-loans.

  • Richard Moross on Making Personal Life Goals a Priority at Age 35

    In Chapter 5 of 14 in his 2013 Capture Your Flag interview, Moo.com CEO Richard Moross answers "How Are Your Aspirations Changing As Your Experience Grows?" After nearly ten years building a successful and admired company and achieving additional professional goals, including joining Young Presidents' Organization (YPO) and joining a board of a public company, he shifts his aspirations to his personal life. In particular he looks to make sure his business life does not take away from life goals.

  • Michael Margolis on Rethinking Your Career Goals After an Illness

    In Chapter 7 of 17 in his 2013 Capture Your Flag interview, educator and entrepreneur Michael Margolis answers "What Experiences in the Past Year Have Most Influenced the Direction of Your Company?" Margolis shares how recovering from a long-term illness reshaped the aspirations he has for his company Get Storied. Going through the illness and recovery pushes Margolis to evolve the business model from a lifestyle business and his role as a self-employed author/speaker/thought leader.

  • Tricia Regan on Setting Career Goals Making Films for a Living

    In Chapter 15 of 15 in her 2013 Capture Your Flag interview, filmmaker Tricia Regan answers "What Goes are you Setting as You Look to What Comes Next in Your Film Career?" To continue making films for a living, Regan realizes she needs to set new career goals around taking better care of herself financially, politically, and personally. She notes the emotional toll making her film "Autism: The Musical" took on her and what she learned about the experience.

  • Lauren Serota on Blending Personal Passions and Professional Goals

    In Chapter 21 of 21 in her 2013 Capture Your Flag interview, creative director and educator Lauren Serota answers "How Are Your Personal Experiences Shaping Your Professional Aspirations?" Serota shares how work and life experiences integrate together into how she lives her life. She notes how life outside work - from exercise and cycling to personal relationships to traveling - inform life inside work and vice versa. As a creative leader, she looks to always learn.

  • Michael Olsen on How Parents Influence Long-Term Career Goals

    In Chapter 5 of 20 in his 2014 Capture Your Flag interview, management consultant Michael Olsen answers "How Are Your Personal Experiences Shaping Your Professional Aspirations?" Following the lead from his role model parents appreciation for service and travel, Growing up in a stable household, Olsen pushes himself to serve others in need and make that the professional priority in his life. This leads him to work in health care consulting that allows him to travel often and help many others.

  • James McCormick on Setting Career Goals as a Small Business Owner

    In Chapter 8 of 21 in his 2013 Capture Your Flag interview, legal search and consulting firm executive James McCormick answers "How Are Your Aspirations Changing As Your Responsibilities Grow?" McCormick notes how becoming a partner and having an ownership stake in a small business has shifted his aspirations away from personal ambition and more to the ambition of the company. James McCormick is a Partner at Empire Search Partners in New York City.

  • Jullien Gordon on Setting Business Goals in a Fast-Changing World

    In Chapter 9 of 19 in his 2014 Capture Your Flag interview, business coach and public speaker Jullien Gordon answers "As a Business Owner, How Do You Decide What Time Horizon to Focus on in Your Work?" Gordon notes the challenge of planning goals in a fast-changing world where the target moves constantly. He chooses to focus his small business planning on one-year increments. Within a one-year framework, he then works on making a series of good decisions to create better outcomes.

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  • Mike Germano on How to Give Better Advice When Asked for Help

    In Chapter 20 of 23 in his 2014 Capture Your Flag interview, VICE Media Chief Digital Officer Mike Germano answers "How Have You Learned to Give Better Advice When People Ask You For Help?" Germano shares how advice requests can often be asks for other things, including asking for money. He also learns to know when not to give advice - including unsolicited advice - and instead help others make their own decisions. Mike Germano is Chief Digital Officer at VICE Media.

  • Jullien Gordon on How to Give Better Advice When Asked for Help

    In Chapter 14 of 19 in his 2014 Capture Your Flag interview, business coach and public speaker Jullien Gordon answers "How Have You Learned to Give Better Advice When People Ask You For Help?" When asked for advice, Gordon finds it helpful to start by asking questions and not giving answers. This helps him shift his model for personal development from a "let me teach it to you" approach to providing others space to come up with their own answers. Jullien Gordon is a business coach & consultant.

  • Anatole Faykin on The Privilege and Pleasure of Giving Advice to Friends

    In Chapter 5 of 16 in his 2014 Capture Your Flag interview, Internet entrepreneur Anatole Faykin answers "How Have You Learned to Give Better Advice When People Ask You For Help?" Faykin shares how giving friends' advice is both a privilege and a pleasure. He notes that giving advice is tough, as often a friend is looking to have a listener and to vent rather to actively seek out feedback. Faykin works to discern those who want to vent from those who actually want advice and answers.

  • Matt Ruby on Being Comfortable Not Getting Asked For Advice

    In Chapter 5 of 19 in his 2014 Capture Your Flag interview, standup comedian and Vooza founder Matt Ruby answers "How Have You Learned to Give Better Advice When People Ask You For Help?" Ruby shares how he is not often approached for advice. He finds it may be due to coming across as unapproachable or doing work that is not fully understood by others. While Ruby does not try to avoid people, he shares that not being asked for advice is fine with him and allows him to be left alone.

  • Hattie Elliot on How to Give Better Advice When Asked for Help

    In Chapter 4 of 15 in her 2014 Capture Your Flag interview, entrepreneur Hattie Elliot answers "How Have You Learned to Give Better Advice When People Ask You for Help?" As someone who connects people for a living, Elliot learns the most important part of giving advice is to underpromise and overdeliver. This helps to ensure she is able to meet expectations when making promises. She also learns to refine her willingness to help others to focus on a smaller group of close friends and family.

  • Ramsey Pryor: How to Give Better Advice When People Ask You For Help

    In Chapter 11 of 16 in his 2014 Capture Your Flag interview, product management executive Ramsey Pryor answers "How Have You Learned to Give Better Advice When People Ask You for Help?" With time, Pryor learns to give less prescriptive advice. He learns from his children to give advice is more to be a sounding board and help others make a decision rather than to make a decision for others. Pryor is a product management executive at IBM focused on cloud-based collaboration.

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  • Getting Advice for Making Big Decisions in Your 30s

    In Chapter 23 of 23 in his 2014 Capture Your Flag interview, business strategist Bryan Law answers "At This Point in Your Life, Where Are You Seeking Advice and Coaching?" Now in his thirties, Law shares how he gets advice from a network of people to make more informed decisions. From teacher mentors from Georgetown to an inspiring Angolan friend to his parents to his spouse, Law finds willing people to support him as he faces key life decisions.