The Power of Routine & Intention: Achieving Balance in a Busy Professional Services Firm

The Balanced Warrior Podcast

In this episode, we delve into the art of living a multi-dimensional life with the inspiring Casey Schwartz of Schwartz Legacy Planning. Discover how this attorney, entrepreneur, wife, and mother expertly juggles a thriving career with family, self-care, and intentional living.

Learn practical strategies for prioritizing what truly matters, setting powerful boundaries, and crafting a routine that supports your well-being in all areas.

Key Pieces of Advice from Casey Schwartz:

• Prioritize Routine: Establish routines that incorporate all aspects of your life, including personal well-being.
• Schedule Everything Important: Treat family time and self-care with the same importance as client meetings and business obligations by scheduling them in your calendar.
• Embrace the Power of "No": Learn to say no to commitments that don't align with your priorities or will lead to overwhelm.
• Be Intentional: Consciously choose how you spend your time and energy in all areas of your life.
• Communicate with Your Partner: Especially when working together, establish clear boundaries and communicate about when you are and aren't available to discuss work.
• Self-Care is Essential, Not a Luxury: Recognize the importance of taking care of your physical and mental health to sustain your ability to manage multiple responsibilities.
• Reflect on Mortality (Without Being Morbid): The experience of working in estate planning can highlight the importance of making the most of your time and being present with loved ones.

Get ready to be inspired and empowered to find your own balance!