Most people focus on taking off — buying faster, growing quicker, chasing the next move.

Very few think about how they’ll land the plane.

This checklist is about exactly that.

Built from more than three decades of lived investing experience, How to Land the Plane brings together the mindset, behaviours, financial decisions and life priorities that actually matter over the long run — not just in the early years.

It’s not a shortcut.
It’s not a promise of overnight success.
It’s a framework for doing this well.

What this checklist helps you think about

This isn’t a “tick everything off today” list. It’s something you return to as your life evolves.

Inside, you’ll find prompts and reminders across seven key areas:

  • Mindset
  • Savings and cashflow
  • Strategy
  • Finance
  • Common mistakes
  • Designing a lifestyle that works for you
  • Legacy beyond the numbers

Each section reflects lessons that only become clear after years in the game — including what to prioritise, what to ignore, and what not to rush.

Who this is for

This checklist is for you if:

  • You’re building wealth with a long-term view
  • You want confidence without constant noise
  • You value lifestyle, family and time alongside numbers
  • You’re thinking beyond accumulation to sustainability and legacy

Whether you’re early in your journey or well into it, the questions inside this checklist are designed to help you pause, reflect, and recalibrate when needed.

The story behind this checklist

This checklist is based on a real investor journey shared on Episode 582.

In that episode, Mark walks through more than 32 years of investing — from early sacrifices and steady accumulation, through cycles, trade-offs, and a very real $1 million mistake he openly reflects on.

What stood out wasn’t just what he bought — but how he thought about money, family, time, patience and legacy along the way.

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