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Optimal Finance Daily · Sunday, August 16, 2026

Financial planning strategy: Backward planning from end goals

Justin Mollick suggests a 'backward planning' technique for financial goals, using Jen Hayes' student loan debt as an example. By breaking down large goals into smaller, daily steps, individuals can create a more manageable and actionable plan.

personJen HayespersonJustin Mollick

The tape

3 quotes
If you're struggling to come up with a plan or just find yourself staring at a blank piece of paper, try working from a specific end goal and go backwards.
So in Jen's example, let's say they had $90,000 of loans. To make it more specific, her end goal could have been to have the full $90,000 paid off in three years.
That's around $83 a day. Between the two of them, two people, that's $40 each per day.
Heard on Optimal Finance Daily — “3666: How I Turned Things Around When My Life Was a Mess by Jen Hayes on Fresh Starts, published Sunday, August 16, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.01
Financial planning strategy: Backward planning from end goals — Heardvine