#323 How I Run My Quarterly Financial Review
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#323 How I Run My Quarterly Financial Review
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In this episode, Dr. Peter Kim breaks down the exact quarterly review process he uses to catch financial blind spots before they turn into a bad year. If you've ever felt vaguely behind without knowing why, or noticed that anxious feeling about money without any real numbers to back it up, this episode gets into why that happens and how to fix it.
He walks through the four areas he checks every quarter, the journaling method he swears by, and why subtracting from your life often matters more than adding to it. Tune in!
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