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Round Table | Best Practices for Year End Wrap Up
It's the last month of the year, and it's time for reflection. Looking back, what are you thankful for? What do you wish you could have done differently? What are your plans for next year? A year-end review is crucial before you do any strategic planning for 2023. How will you know what to change if you don't do a year-end reflection?
Tune in as Russ, Joey, and the Dream Team of Financial Freedom Coaches talk about the following:
What's one thing you took advantage of that has significantly impacted your life?
What resources, technology, or tactics have helped you that you would like to recommend to others?
What best practices can you share?
Resources:
The Compound Effect by Darren Hardy - https://www.amazon.com/Compound-Effect-Darren-Hardy/dp/159315724X
The Gap and The Gain by Dan Sullivan - https://www.amazon.com/Gap-Gain-Achievers-Happiness-Confidence/dp/1401964362
Microsoft To Do - https://todo.microsoft.com/tasks/
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01:18 - What's one area that you took advantage of that has had a huge impact on our lives?
06:24 - Why do you think this is important for us to cover?
17:34 - How did the coaches wrap up their year? What can we learn from them?
20:08 - What are some ideas you have about this subject?
28:41 - What idea, strategy, or tactic did you use for your personal situation?
34:40 - Is there a specific resource, technology, or something you're using or a book that will be helpful to someone as they move forward?
38:34 - What are your final thoughts?
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www.wealthwithoutwallstreet.com/podcast/round-table-best-practices-for-year-end-wrap-up
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