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)

DOUGH: How to Buy Friends

DOUGH: How to Buy Friends

Mark Parrett and Steven Manuel discuss the Biblical idea that money is, among other things, to be a relationship sweetener. The Bible points us in the direction of using money to encourage good relationships… and Mark and Steven are here to give you concrete tips on execution. They also can’t help but talk about Sukkot and their lame NBA fantasy league.

22 Sep 20211h 5min

HOME: Funerals and Sitting Shiva

HOME: Funerals and Sitting Shiva

Mark Parrett and Steven Manuel (who is speaking from Texas on a terrible audio connection, bless him) have a conversation about great funerals, what the Bible says about honoring the dead, how to maximize the opportunities that funerals present, and one recommended way to grieve communally, as Steven offers a guide for “sitting shiva”. Find our related article here.

15 Sep 202159min

MISC: Mars Hill, screamers, and the order of the home

MISC: Mars Hill, screamers, and the order of the home

Mark Parrett and Steven Manuel gab about the Mars Hill oral history podcast, both what it gets wrong by declaring some things as bad, and what it gets wrong by declaring other things good. They are fascinated, intrigued… and disgruntled.

8 Sep 202145min

MISC: Intro to Mark Parrett

MISC: Intro to Mark Parrett

Get to know one of the voices of Abraham’s Wallet (and by golly, the best Certified Financial Planner we know), Mark Parrett. Mark shares his background with God and money, how those uniquely intersect for him, and his heart for helping others navigate finances.

1 Sep 202133min

DOUGH: 401K Deep Dive, Part 3

DOUGH: 401K Deep Dive, Part 3

Mark Parrett and Steven Manuel finish their seres on 401Ks (17:00) and give detailed information about “rolling over” 401Ks into various products. We also hear about Steven’s daughter, Joy’s experience running a flea market stall (11:00), Mark’s new ski house, and more annoying pickleball talk (4:30).

25 Aug 202152min

DOUGH: 401Ks part 2

DOUGH: 401Ks part 2

Mark Parrett and Steven Manuel go into more detail regarding 401Ks, and the FOUR THINGS you should know and do about them (27:45). First, though, we check in on bear stories, and Steven rant about the “moratorium on evictions” (8:00) including Rudyard Kipling’s “The Gods of the Copybook Headings” (12:00).

18 Aug 20211h

HOME: Jeremy Pryor on Designing Home Spaces

HOME: Jeremy Pryor on Designing Home Spaces

Steven Manuel drags Jeremy Pryor around his house, asking to hear the vision and goals that inform each area of his property. Jeremy has been extremely intentional about every square inch of his home, so we hear some of his insights around family spaces, how JRR Tolkien influences the Pryor house… and he and Steven both gush about pickle ball.

11 Aug 20211h 6min

DOUGH: 401K Deep Dive, Part 1

DOUGH: 401K Deep Dive, Part 1

Mark Parrett and Steven Manuel warm your hearts, and the front of their microphones, as they discuss 401Ks. WARNING: THIS IS A MAJOR BANTER EPISODE, beginning with Mark’s personal updates, then 2 tales of Steven’s brushes with fame (12:15). When they finally address 401Ks (20:15), they talk about what they actually are (a government-sponsored retirement savings program), how to fund them (27:50), how to take money out of them (32:50), then tease the 401K concepts coming next week.

4 Aug 202146min

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