Do THIS Before Another Year Slips Away: Annual Financial Review

Do THIS Before Another Year Slips Away: Annual Financial Review

Most families just drift from one year to the next, hoping things get better financially. But kingdom-centered families don’t just drift along, hoping for the best. They make intentional data-driven decisions.

In this episode, we walk through the annual family financial review: how to lead your home through the numbers, the goals, the giving, and the vision.

This is vital because this isn’t just about money—it’s about stewardship. Your family is a part of God’s kingdom. Lead it like one.

Links in this Episode Creative Colorful, Color Analysis Peter Attia Podcast

Chapters
  • (00:00:00) - A Review of the S&P500
  • (00:01:03) - Mark On Dressing Like A Man
  • (00:03:31) - An Annual Review of Your Financial Condition
  • (00:08:43) - A Financial Report for the Family
  • (00:10:26) - Good Job
  • (00:15:58) - Family Vision
  • (00:18:21) - Have You Reached Your Goals?
  • (00:19:35) - How to Plan Your Financial Life
  • (00:25:11) - How to Approach a Retirement Plan with a Careful Mind
  • (00:32:01) - How to Check in on Your Generosity
  • (00:37:01) - Your Home and Auto Insurance--Blast!
  • (00:38:44) - Taxes and Budgeting
  • (00:45:12) - Has Our Capacity to Spend Expanded or Shrunk?
  • (00:46:00) - Re-evaluating Your Family's Mission

Episoder(356)

HOME: Land, Food, and Family Building

HOME: Land, Food, and Family Building

Steven Manuel trucks out to visit Jeremy Boswell, the God-fearing driver behind Emmett Ridge Farm. Jeremy shares some provocative thoughts about food and its source, and how regular folks can better steward land God provides. ...and he challenges us to go find a small farmer near us and BUY HIS FOOD! Abraham's Wallet exists to inspire and equip Biblical family leaders. Please partner with us in inspiring and equipping multi-gen families at https://abrahamswallet.com/donate/ Resources mentioned in this episode: Clarkson’s Farm, Prime Video The Biggest Little Farm, documentary Forks over Knives, documentary About Abraham's Wallet: AW website: https://abrahamswallet.com/2017/11/27/what-is-abrahams-wallet/ Apple Podcasts: https://podcasts.apple.com/us/podcast/abrahams-wallet/id1462593706 Spotify: https://open.spotify.com/show/6xbcf3IhayaoKB4sTegPRw?si=4M-m7mwUR0GigEkgrf3aJA YouTube full episodes: https://www.youtube.com/@abrahamswallet Twitter: https://twitter.com/abrahamswallet Facebook: https://www.facebook.com/abrahamswallet Instagram: https://www.instagram.com/abrahamswallet This Week's Episode Rundown: 0:00 Steven intro 3:00 Hello to Jeremy Boswell 6:55 Boswell Family Mission Statement 8:30 Our relationship to land and food 12:30 Organic vs corporate farming 19:15 How should we be shopping for food? 24:50 Is organic milk better that conventional milk? 27:00 “free range” chicken eggs 30:30 How can we take care of our family land? 33:20 Land helps in family leadership 3 7:06 Support Emmett Ridge Farms

11 Jan 202338min

DOUGH: Fitness and Finances with Chris Cirullo

DOUGH: Fitness and Finances with Chris Cirullo

Mark Parrett talks with Chris Cirullo of Mission Fit Dads about how to navigate the waters of personal fitness. Do you need a personal trainer? Do I have to have a plan? Should I be doing cardio? ...and all that sort of thing. Steven Manuel jumps in, uninvited, at the top to describe why physical capital even matters.   Abraham's Wallet exists to inspire and equip Biblical family leaders. Please partner with us in inspiring and equipping multi-gen families at https://abrahamswallet.com/donate/   Resources mentioned in this episode: Peter Attia's podcast, The Drive: https://podcasts.apple.com/us/podcast/the-peter-attia-drive/id1400828889 Atomic Habits, James Clear Starting Strength, Mark Rippetoe The Resistance Training Revolution, Sal DiStefano Mission Fit Dads: https://www.missionfitdads.com   About Abraham's Wallet: AW website: https://abrahamswallet.com/2017/11/27/what-is-abrahams-wallet/ Apple Podcasts: https://podcasts.apple.com/us/podcast/abrahams-wallet/id1462593706 Spotify: https://open.spotify.com/show/6xbcf3IhayaoKB4sTegPRw?si=4M-m7mwUR0GigEkgrf3aJA YouTube full episodes: https://www.youtube.com/@abrahamswallet Twitter: https://twitter.com/abrahamswallet Facebook: https://www.facebook.com/abrahamswallet Instagram: https://www.instagram.com/abrahamswallet   This Week's Episode Rundown: 0:00 Steven intro 12:45 Parallels between fitness and finance 16:10 Progressive overload 23:30 making a plan to create goals 26:30 The Centenarian Olympics 28:00 “What if I’ve never done fitness?” 31:30 The Planet Fitness model 41:30 what could my plan be? 46:45 Should I be doing cardio? 54:00 Do I need a personal trainer? 60:20 What if I have $$ but no time? What’s best? 65:40 Summary

4 Jan 20231h 5min

DOUGH: Year End Financial Checklist

DOUGH: Year End Financial Checklist

Mark Parrett and Steven Manuel talk through the 11 things you should be doing to end your financial (calendar) year right. #1 on the list is to plan your goals summit... but then #1 is overtaken by another #1! Don't miss the surprise ending! Abraham's Wallet exists to inspire and equip Biblical family leaders. Please partner with us in inspiring and equipping multi-gen families at https://abrahamswallet.com/donate/ Resources mentioned in this episode: Our Goals Summit post: https://abrahamswallet.com/2017/12/28... Monarch money: https://www.monarchmoney.com/ Flourish… contact us for an invite! Jeremy Pryor and Steven talk about Truth: https://podcasts.apple.com/us/podcast... Our HSA hacking post: https://abrahamswallet.com/2019/07/30... Fsastore.com Ally Bank: ally.com Trust and Will 10% off: https://trustandwill.com/advisors/inv... About Abraham's Wallet: AW website: https://abrahamswallet.com/2017...

28 Des 20221h 5min

HOME: Norman Rockwell, Nostalgia, and Road Tripping with Dad

HOME: Norman Rockwell, Nostalgia, and Road Tripping with Dad

Steven Manuel and Jeff Davenport discuss Steven’s recent road trip with his father and the notable moments that gave him pause. Is nostalgia good? What should we be looking for...

21 Des 20221h 3min

DOUGH: Credit cards and new tech gadgets

DOUGH: Credit cards and new tech gadgets

Steven Manuel and Jeff Davenport talk about how to use credit cards for your business, and how to maximize offers and bonuses. Steven also shares some recent retail experiences and...

14 Des 202238min

HOME: How's the New Biz Going?

HOME: How's the New Biz Going?

Abraham’s Wallet exists to inspire and equip Biblical family leaders. Please partner with us in inspiring and equipping multi-gen families at https://abrahamswallet.com/donate/ Steven Manuel and Jeff Davenport talk about running...

7 Des 202237min

HOME: Discipling Our Children Part 3

HOME: Discipling Our Children Part 3

Steven Manuel and Mark Parrett talk about practical tactical methods for training children in HOW TO OBEY, starting with children as young as 5 months old. They go over principles...

30 Nov 20221h 2min

HOME: Bearing With Each Other's Sins

HOME: Bearing With Each Other's Sins

Steven Manuel continues his conversation with Jeff Davenport from the “Who Are Our People?” episode, considering how to give both truth and grace to those in our inner circle dealing...

23 Nov 20221h 14min

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