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3062: It's Time for Your QBR: Quarterly Business Review by Joel of 5AM Joel on How to Manage Personal Finances

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Manage episode 496762788 series 1016897
Content provided by Optimal Living Daily LLC and Optimal Living Daily | Dr. Neal Malik. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Optimal Living Daily LLC and Optimal Living Daily | Dr. Neal Malik or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.

Episode 3062:

Joel shares a transformative approach to personal finance by adapting the corporate QBR (Quarterly Business Review) into a powerful tool for reviewing and managing personal wealth. His method emphasizes intentional tracking of assets, liabilities, and life events every quarter, offering a clear path toward financial clarity and long-term growth.

Read along with the original article(s) here: http://5amjoel.com/personal-qbr/

Quotes to ponder:

"Net worth tracking is easy. It’s just a simple list of stuff you own, and stuff you owe."

"Hope is not a strategy."

"Even a tiny amount of planning and preparation pays off a huge return."

Episode references:

75 Hard Challenge: https://andyfrisella.com/pages/75hard-info

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

3874 episodes

Artwork
iconShare
 
Manage episode 496762788 series 1016897
Content provided by Optimal Living Daily LLC and Optimal Living Daily | Dr. Neal Malik. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Optimal Living Daily LLC and Optimal Living Daily | Dr. Neal Malik or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.

Episode 3062:

Joel shares a transformative approach to personal finance by adapting the corporate QBR (Quarterly Business Review) into a powerful tool for reviewing and managing personal wealth. His method emphasizes intentional tracking of assets, liabilities, and life events every quarter, offering a clear path toward financial clarity and long-term growth.

Read along with the original article(s) here: http://5amjoel.com/personal-qbr/

Quotes to ponder:

"Net worth tracking is easy. It’s just a simple list of stuff you own, and stuff you owe."

"Hope is not a strategy."

"Even a tiny amount of planning and preparation pays off a huge return."

Episode references:

75 Hard Challenge: https://andyfrisella.com/pages/75hard-info

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

3874 episodes

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