“I run through that roadmap exercise every quarter to track how I’m progressing towards my goals… adjust my goals if they’re achieved.”
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Said on Working Hard with Grace Beverley
“We work through each of these goals… head-to-head… tally up the votes. The goal with the most votes becomes objective number one… The $30,000 used for a big European family holiday can't then also be used a second time for a bathroom renovation.”
Paul Benson · Financial Autonomy · Too Many Financial Goals? How to Decide What Comes First
Play from 2:46
2:46
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What was described
run a whiteboard head-to-head voting exercise where each client goal is paired against every other goal, recording a vote for the preferred option; tally votes to rank goals by priority
$30,000 used for a big European family holiday
Said nearby on the same subject
“She was chairman of the board. She had, uh, voting rights that gave her, you know, something like 90% voting control of the company”
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Said on Hard Fork
“They'll have three classes of common stock... Class A investors get one vote per share, Class B founders get two or three votes, Class C employees have no votes.”
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Said on Entrepreneurs on Fire
“Set yourself a goal, just like we would set a savings goal… maybe it's every week you learn a new concept.”
♫
Said on Australian Investors Podcast
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