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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

Author
Optimal Living Daily | Dr. Neal Malik
Published
Sun 27 Jul 2025
Episode Link
None

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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
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