In this November edition of It’s 5 O’Clock Somewhere, Marc Shaffer and I trade year-end reflections, fresh goals, and a few laughs as we wrap up 2025 and look toward the year ahead.

Marc kicks things off with a big reveal of his word for 2026 and shares how health, proactivity, and a soon-to-be scheduled executive physical have moved to the top of his priority list. We talk about the value of choosing a “word of the year,” why intentional planning should start long before December, and the role his long-time life coach has played in shaping his annual reset process.

We also cover:

• The art of simplifying goals and actually sticking to them

• Why Marc’s assistant Amy might be the MVP of the year

• The magic of handwritten cards (and how Marc systemizes kindness with SendOutCards)

• Holiday plans, family photos, and the value of slowing down

• Books we’re reading from digital assets to leadership

• Searcy Financial’s upcoming 50th anniversary celebration

• And the impact of Giving Tuesday, including Marc’s work with Wabash Cannonball

This episode is equal parts practical and warm, a blend of goal-setting, personal stories, and the reminder that connection, consistency, and gratitude matter more than ever this time of year.

Pull up a chair, pour a glass of whatever feels right… it’s all part of the 5 o’clock philosophy.

This episode is brought to you by Searcy Financial. Your financial future begins with a simple question: Where do you want to be? At Searcy Financial, we help successful individuals and families through our mission to simplify your financial journey, empowering you to enjoy life and wealth on your terms. The question sparks a conversation that goes beyond numbers, helping us understand what truly matters to you and the kind of financial plan that aligns with your life goals. It also allows us to identify potential challenges and opportunities so we can proactively address them. The outcome is a plan that empowers you to acquire, grow, and preserve your wealth.

Searcy Financial is gearing up to celebrate 50 years of service. Don’t miss out on any of the excitement! To sign up for information on Marc’s book, “One for All,” including where to buy and exclusive website content, or to sign up for the Searcy Financial Wealth Matters email newsletter, use the links below:

- Marc's Book "One for All": Keep Me Updated!

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The opinions expressed herein are those of certain Searcy Financial Services, Inc. personnel and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, promotion, endorsement, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated. Searcy Financial Services, Inc. was not compensated, nor are there material conflicts of interest that would affect the given statement.