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

Optimal Health Daily - Fitness and Nutrition

Optimal Living Daily LLC

Fitness, Health & Fitness, Nutrition

4.4 • 671 Ratings

🗓️ 27 July 2025

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	You just realized your business needed to hire someone yesterday.
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0:55.6	indeed.com slash show right now and support our show by saying you heard about Indeed on this
1:01.0	podcast. Indeed.com slash show. Terms and conditions apply. This is Optimal Health Daily. It's time for your QBR, quarterly business review by Joel of 5am.jole.com,
1:17.0	and I'm Dr. Neil Malick.
1:18.6	Hello and welcome to our Sunday bonus episode where I share an article from one of the other podcasts and our network.
1:25.0	Today's post comes from Optimal Finance Daily, where articles covering
1:29.0	money and personal finance are read to you every day. And you can find Optimal Finance Daily
1:34.5	wherever you're listening to this. Please subscribe or follow to get episodes every day.
1:40.0	And with that, here's Diana with the post and commentary as we optimize your life.
1:49.0	It's time for your QBR, quarterly business review by Joel of 5am.jole.com.
1:57.1	What's a QBR? The last company I worked for had a grueling ritual at the beginning of each new sales quarter.
2:05.0	Each sales rep had to prepare a detailed PowerPoint presentation and deliver it to a room
2:09.7	full of peers, managers, and executives from out of state.
	...

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