Agent Goal Planner

Education & Training with Retired Executive Director of Education at eXp

It's been a long while since I've posted anything here on my Activerain blog. Why? It's easy. Life! Sometimes the path of life gets changed and the journey we seek and expect turns out different than planned.

All that to say, I'm officially retired today. January 31, 2023, is my I'M DONE day!

Having spent the majority of my life and 38-year career in the real estate industry, it just seems like the right thing to share this post and announcement today.

Since 1990ish, many real estate agents, brokers, and even Activerain members have been using the Agent Goal Planner to set and achieve their financial real estate goals. For more than 3+ decades, AGP was successful.

Agent Goal Planner Program

Agent Goal Planner has always been available to purchase online. Thousands of copies have been downloaded and applied to business plans around the country. Agents have shared great stories, reviews, testimonials, and kudos.


Today, I am giving the Agent Goal Planner to you. It's COMPLIMENTARY. I never use the word (FREE) as that word tends to lower the value of any item or service. (I learned that years ago when I worked here as Activerain

Here's an overview tutorial of how the program and spreadsheet work.

This link will take you to Google Drive where I've placed a copy of the program.


Once the page is loaded, simply click on the FILE option, select MAKE A COPY, then  RENAME, and SAVE it to your Google Drive. Now you can access, customize, and modify to meet your specific individual goals and needs.

Agent Goal Planner Spreadsheet

Here's a video hangout we did on how to use the program in more detail.

It's been an honor, a privilege, and a ton of fun serving this community and our Industry. The journey and path ahead are new for me, and I'm excited about what the future holds and what lies ahead for me and my family.  

I leave behind these breadcrumbs in hopes to make a difference in the lives of others. It's not about what I say, or what I do in life, people will forget that stuff and even forget my name, but they'll never forget how I make them feel.

Here's to you reaching your goals, dreams, needs, desires, and successes. 

Comments (31)

Andrea Bedard
Thompson Company, REALTORS® 240.593.2860 - Silver Spring, MD
Fluent in Real Estate & German, M.A. ABR ASP CIPS

Congratulations on your retirement! I second Endre Barath, Jr. hint... AR needs a community manager. Will you have time to join Tuesday's Zoom perhaps? I'm sure so many here in the Rain would love to hear you speak and learn from you. The Agent Goal Planner alone would be a great topic (Debe Maxwell, CRS, right?!) By the way, I just tried saving it, and am not able to do so - the Make A Copy is not clickable. Thank you for making it available to us! 

Feb 02, 2023 07:23 AM
Brad Andersohn

Andrea, I would be honored to share and be a guest on your Zoom. Debe Maxwell, CRS is a near and dear friend and we can set it up. Kathy has also been suggesting a Zoom visit, I was just too consumed at the time. 

LET'S DO IT!! (707) 646-1876


Regarding the Agent Goal Planner, I want to make sure you get a copy. 


2. Click on file and see if it now allows you to "Make a Copy"

3. You should be able to rename and save it to your Google Drive.

If not, I went ahead and did it for you, here's a link to your copy. ;-)

Let me know if this works either way. Thanks again :-)

Feb 02, 2023 09:20 AM
Andrea Bedard

Thank you so much Brad Andersohn! I truly appreciate it. I was able to access it and save it. I'll be sure to mark my calendar for your Zoom appearance.

Debe Maxwell, CRS, Brad said "let's do it"!   

Feb 02, 2023 01:51 PM
AJ Heidmann ~ CRS
McEnearney Associates, Inc. - Alexandria, VA
YOUR Alexandria & Arlington, VA Real Estate Expert

Brad ~ Congratulations on your freedom; I am sure we all hope that you will indeed be posting here in the future... even if it is to rub in all the fun and exciting things/places that you are experiencing!  Since meeting you at RainCamp in Atlantic City, NJ, I have always found your insights to be invaluable.  Thank you!

Feb 02, 2023 09:58 AM
Brad Andersohn

Ahhh AJ, love that word FREEDOM!! Thank you, man! Looking forward to sharing more of the journey as it unfolds, I promise to only RUB IN the best parts of it all! :-)))))))

Hoping to make it out there in my travels one day, I'm overdue for Atlantic City! :) 

Feb 02, 2023 10:19 AM
Kathy Streib
Cypress, TX
Home Stager/Redesign

Hi Brad- I've said this many times but I owe YOU for all of the help you gave me when I joined ActiveRain!!!  Congratulations to you on your retirement and to the next adventure...whatever that may be.   Many of us are retired, semi-retired, or moving into retirement and yet we are still here in part because of the community that you and Bob Stewart built. Hope to see you back here. 

Feb 02, 2023 09:59 AM
Brad Andersohn

Awe Kathy, you owe me or Bob Stewart a thing!! It was always our pleasure to help members and grow this community. In fact, it was a downright blessing to be part of building this community. 

All your love, support, contributions, and your pay-it-forward giving are why Activerain is what it is today. Glad I can also join the elite group of retirees! What an honor. <3

Now, your phone is about to...

Ring... Ring...   
MR Andersohn (My Matrix Call-sign) lol~

Feb 02, 2023 10:26 AM
Carol Williams
Although I'm retired, I love sharing my knowledge and learning from other real estate industry professionals. - Wenatchee, WA
Retired Agent / Broker / Prop. Mgr, Wenatchee, WA

Congratulations, Brad. I can attest that retirement is the best gig ever!  When my husband passed after a long illness, I decided to take a year off. That was 11 1/2 years ago, and I still haven't gone back to work. However, I'm still hanging out on AR and plan to keep doing so.

Feb 02, 2023 01:00 PM
Anna "Banana" Kruchten

Brad Andersohn 😀 Carol Williams taught me all I know about retirement and how much fun it is!  Took her a few years but she finally was successful with a die hard broker!  LOL  You're going to have fun fun fun!

Feb 02, 2023 03:59 PM
Brad Andersohn

Love it! Except I'm sorry about your husband passing. <3

Thank you for the motivation and inspiration!! To hang out more in the rain that is!! ;-)

I've been away far too long and quite frankly, I miss getting all these points just for connecting with wonderful people like you! ;-)

Feb 02, 2023 02:47 PM
Carol Williams

Maybe I should develop a course on How to Retire From Real Estate, Anna Banana Kruchten Phoenix Broker, and Brad Andersohn . 🤣

Feb 02, 2023 04:11 PM
Anna "Banana" Kruchten

Let's get a team together Carol Williams  and have some fun with it!

Feb 02, 2023 07:58 PM
Ben Kinney
Owner of ActiveRain Inc. - Seattle, WA

Miss you sir.   Miss the old days too!

Feb 02, 2023 02:16 PM
Brad Andersohn

Hey Ben Kinney - I love you too brother.

The good ole days are why I think you and I are still here!
Well, except now you own the place, and I'm just back to play...  ;-)

I always think about this video from Inman and how much fun we use to have on the road with Bob Stewart, Jon Washburn, Rich Jacobson, and Jeff Corbit.

We should do a Zoom meetup or a v-party or sompin fun~

Feb 02, 2023 03:12 PM
Liz and Bill Spear
Transaction Alliance 513.520.5305 - Mason, OH
Transaction Alliance Cincinnati & Dayton suburbs

Brad, Great to see you back today!  I can remember many moons ago you helping me get a custom Outside Blog domain set up!  

The OG for this site set up a community that has sustained the culture long after changes of ownership and changing responsibilities left us without a regularly visible presence.

Congratulations on your retirement!  Hopefully you do better than Jay T. at staying retired :)   Thanks for all you've done for this community and the real estate industry!  Bill

Feb 02, 2023 04:08 PM
Brad Andersohn

Thank you for those kind words. I remember working with you and Liz and always admiring your passion and drive for real estate and for the industry. Moons have passed yes, but my memory still serves me well! 

The community at AR is like none other! Quote me on that!

I started here and now look, here I am back again. Much to be said about that which you just did so eloquently.

I have missed it here, and now with time to reflect on life and while I enjoy the fruits of one's labor, I can very much say that I intend to do more here in the rain! 

On that note: I was asked to do the Activerain Zoom Call on 2/28/2023, hope you can join in, I'd love to see you both and catch up a bit if possible. <3

Feb 03, 2023 12:26 PM
Lynn B. Friedman CRS Atlanta, GA 404-939-2727
Atlanta Homes ODAT Realty - Love our Great City - Love our Clients! Buckhead - Midtown - Westside - Atlanta, GA
Concierge Service for Our Atlanta Sellers & Buyers

Brad Andersohn 
What a great treat to see you around these pages again!
Each Tuesday, a different member or guest deep dives into a topic. That's what Andrea Bedard was inviting you to attend. Hats off  to Debe Maxwell, CRS and her support team who have kept the event going for about 3 years now. Quite amazing.  Our own (Connecticut) George Souto  posts info before the event and our own (Connecticut) Ed Silva writes a summary post each week.
So - here's to learning together again! I loved what you said -

"I am in the process of finding my new way and path, and when I do, I know it will include my AR family no matter what!!"
All the best - Lynn

Feb 02, 2023 08:26 PM
Brad Andersohn

I am so stoked! I'll be on that Zoom conference (Raincamp) call on 2/28/2023!! Just spoke with Kathy Streib yesterday on the phone and before I could hang up, it was booked!! Wow! :-)))))

It was so nice catching up with her, she is an amazing human being and one I feel blessed to have crossed paths with here in the rain! Can't wait to see everyone and connect again. It's been far too long.

Lynn B. Friedman CRS Atlanta, GA 404-939-2727  - you have been one of the most supportive people and friends I know. Thank you for your trust and faith in me over these many years, I feel blessed and humbled and I couldn't be happier about having some spare time to reconnect with all my friends and family here! <3

Feb 03, 2023 12:33 PM
Dorie Dillard Austin TX
Coldwell Banker Realty ~ 512.750.6899 - Austin, TX
NW Austin ~ Canyon Creek and Spicewood/Balcones

Wow Brad Andersohn ,

So good to see a post from you! Congratulations on retiring and can't wait to hear more about your next adventure. What a blast from the past when AR got going!! I think having you at our Tuesdays Zoom meeting needs to be on the agenda! Debe Maxwell, CRS wouldn't that be fun!!

Feb 02, 2023 08:27 PM
Brad Andersohn

DONE! So great to see and hear from you Dorie Dillard Austin TX .

So many friends and family in Texas now thanks to Activerain! I hope to participate way more often in those ARZoom calls, my 1st is coming up on 2/28. I hope you will be there, I really miss our chats and comments. ;-)

The future adventure is already including some AR time, I sure hope I don't get addicted to "The Rain" again?!? lol~ 

CYA again soon....


Feb 03, 2023 12:38 PM
Charles Ross - eXp Realty LLC
eXp Realty LLC Salina Group - Salina, KS
Love To Help People

Excellent information, Brad.Thank you for sharing. Have a wonderful day and a blessed week. Have a great retirement.

Feb 03, 2023 01:56 AM
Brad Andersohn

Thanks, Charles, I appreciate that and wish you the same. (except for the retirement part lol)

If you have any questions or need any help with the program, let me know. I just updated the entire website, it can no longer be purchased, it can only be downloaded for free now.  Enjoy!!

Feb 03, 2023 12:40 PM
Alan May
Jameson Sotheby's International Realty - Evanston, IL
An offer you can't refuse!

Brad... I hope you enjoy your retirement.  You've certainly earned it.

Feb 03, 2023 06:37 AM
Brad Andersohn

Alan May -no way! So good to see you here my friend. Regarding earning it? I'd say its friends and family like you who supported me over the years deserve true credit for that one. Thank you ;-)

Looking forward to seeing more of you, and me around here. <3

Feb 03, 2023 12:44 PM
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

Congrats!  And it's SO good to see you here.  We really need to have a catch up phone call very soon.  Your favorite steno girl.

Feb 03, 2023 11:15 AM
Brad Andersohn

Steno Girl, that's one I bet many here are asking about. It proves we're at that age of retirement! roflmao~ A catch-up call is good anytime, one of those nice perks of retirement, right? Time? We'll see what happens... 

Feb 03, 2023 12:47 PM
Debe Maxwell, CRS
Savvy + Company (704) 491-3310 - Charlotte, NC

Hey there! It's SOOOOOO good to see you here again, Brad! 

CONGRATULATIONS on your retirement, my friend. You SO deserve it. You have given so much of yourself to our profession and never lost your kind, helpful, wonderful YOU. We are so grateful for all you have taught us over the years.

I'm hoping that you'll lend yourself to us now that I know you'll want something to keep your mind active in our exciting profession! Thanks to Andrea Bedard & Dorie Dillard Austin TX for tagging me so we can get you signed up for our ZOOM calls!!

As for the planner, under file, the "Make a copy" option is gray - not functioning. I tried each one you uploaded and it's not working on Safari or Chrome. Not sure why??

Feb 03, 2023 07:32 PM
Debe Maxwell, CRS
Savvy + Company (704) 491-3310 - Charlotte, NC

You know what, crazy downloaded automatically, that's why the 'make a copy' was grayed out! Got it and thank you SO much for sharing this!

Feb 03, 2023 07:35 PM
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Congratulations on the retirement, Brad. I hope we'll continue to hear from you in this next life phase!

Thanks for the information on this opportunity!


Feb 03, 2023 07:51 PM
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Hello and Glad you are going to retire, I keep thinking about it but just do not want to do it.  Enjoy live my friend!


Feb 05, 2023 09:25 AM
Elyse Berman, PA
LoKation Real Estate - Boca Raton, FL
Boca Raton FL (561) 716-7824

Hey there Brad Andersohn .  Nice to see you.  I still remember you were my very first phone call from Active Rain back in 2009!  I'll never forget it.   And all the blogging boot camps we did with Bob Stewart and Ben Kinney  .  What great times those were.  What wonderful memories.  

Don't feel bad.  I'm here over 12 years and don't have a million points either!  Just shy of it.  I come and go, as life comes and goes.  But we always come back.  AR seems to have something magical that keeps bringing us all together.

I wasn't able to download your link either, but am looking forward to seeing you on the 28th.  Congrats on your retirement!

Feb 05, 2023 01:28 PM
Thomas J. Nelson, REALTOR ® e-Pro CRS RCS-D Vets

I remember the Bob Stewart / Brad Andersohn Posts and Rain Camps too.
The Old Guard faded away on us leaving the inmates in charge LOL.

Feb 27, 2023 07:25 PM
Mimi Foster
Falcon Property Company - Colorado Springs, CO
Voted Colorado Springs Best Realtor

Good to see you as you begin a new season of your life! Hope you continue to thrive.

Feb 05, 2023 03:55 PM
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

CONGRATULATIONS on your Retirement.  I am a little envious ... just a little!

Feb 08, 2023 07:27 AM
Thomas J. Nelson, REALTOR ® e-Pro CRS RCS-D Vets
Big Block Realty 858.232.8722 - La Jolla, CA
CEO of Vision Drive Realty - Coastal San Diego

Brad Andersohn welcome back Prodigal Son looking forward to your Zoom.
Congrats on the  retirement, now is when you get REALLY busy! 😁

This link still doesn't let us save and edit the Excel.


Feb 27, 2023 07:23 PM
Pat Starnes-Front Gate Realty
Front Gate Real Estate - Brandon, MS
601-991-2900 Office; 601-278-4513 Cell

There will never be another Brad Andersohn who has given so much to this platform! Congratulations on your retirement, although seeing is believing!

Whatever your next chapter is, best wishes for all you endeavor.

Mar 09, 2023 10:15 AM