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July 27, 2025 12 mins
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
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