Analytics and planning with Srinivasan Sundararajan

In this conversation with my colleague Srinivasan Sundararajan - aka Srini, we touched upon many topics related to personal finance as well as non-financial planning, including:His passion for data and analyticsUnderstanding that behavior matters as much or more than data and how his own approach to analytics has evolved over timeThe year end being a logical time window to reflect and planStart your reflection and planning from selfPicking the vital few aspects that need to be addressed and focusing measurements and analysis on thatHis reflection on the past year on a personal levelWhile he may not be very excited about planning quarter in quarter, using a quarter as a window to review financial investments , but shorter windows based on what the goals areAspects one should be clear about, both when planning and reflecting on the progress on plansHaving discretionary and non-discretionary aspects in the goals and aspirationsThe importance of making a public commitment or having an accountability buddyHow to use four words of Intrinsic / extrinsic, need/want driven to test motivationThe link to the blog post referred to by Srini on the four words related to motivation: https://pm-powerconsulting.com/blog/4-words-test-motivational-level/