fieldnotes from catie

A collection of my fieldtrips, inspiration, and whimsy.

2018: my year of wellness


2018 Wellness Goals

1. Financial Wellness

  • Investments
    • ✅Wealthfront - a robot advisor that calculates age, risk level, and retirement spending and puts together a plan for retirement. It automatically buys investments (mainly low cost Vanguard ETFs). I’m especially excited for the buying a home and saving for college feature to rollout soon!  First $10k is managed without a few, after that it’s 0.25%...much lower than any wealth management advisor would charge! 
    • Try to max Roth IRA, 401K, and tax advantaged savings accounts
      • ✅Maxed my 2017 Roth IRA, onto 2018!
  • NO spending
    • No clothes or anything not deemed a necessity
    • Can replenish items as they run out, but not in excess
    • Can accept donations/gifts
    • Can buy gifts for others
    • Can use gift cards to make purchases
    • Can spend on experiences, e.g. food and activities
  • Build credit
  • Maximize rebates
    • ✅Ebates - Super easy, best to install desktop widget. Get cash back every quarter!
    • ✅Drop - Mobile app that let's you choose 5 places to get rebates on like Target, Trader Joes, Whole Foods, Uber, Lyft, Sephora, and more!
      • Use my code for $5: wuw8a
    • ✅Honey - Best used through desktop widget. Searches and inputs promo codes at checkout and finds better deals on Amazon!
    • ✅Dosh - Link your credit card and get cash back when spending at places like Forever 21, Bed Bath & Beyond, and Cost Plus World Market
    • ✅Target App - Scan items as you add them to your cart in store and get coupons
    • ✅Uber Visa Local Offers - Get uber credit by using your Visa at participating retailers like Whole Foods and American Eagle
      • Go to Menu > Settings > Under Rewards, tap Visa Local Offers, and then tap Count Me In

2. Physical Wellness

3. Mental Wellness

  • 3 vacations, MINIMUM! Use that PTO
    • ✅Portland
    • ✅Hawaii
    • International???
    • High Sierra Camp?
  • Personal monthly relaxation
    • Massages
    • Wii Spa?
    • Bath time
  • ✅Give less fucks about dating
  • Figure out career path and put a plan into action by 10/31
    • Learn more about UX/UI
    • Update/maintain portfolio
Catie TakimotoComment