DOUGH: Year End Financial Checklist

December 28, 2022 01:05:29
DOUGH: Year End Financial Checklist
Abraham's Wallet
DOUGH: Year End Financial Checklist

Dec 28 2022 | 01:05:29

/

Hosted By

Steven Manuel Mark Parrett

Show Notes

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/2017/11/27...

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/6xbcf3I...

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's caveat

5:30 1- annual summit

8:49 2- Run a tax projection

10:09 3- Retirement contributions and conversions

20:56 4- Generosity

25:16 5- Max out your HSA

28:01 6- Use FSA money

31:35 7- Check in on your benefits

38:13 8- Consider a bunching strategy

44:10 9- Review your assets to take maximum advantage of tax situations when you have options.

48:43 10- Perform a quick audit of accounts

52:02 11- Update your estate plan

55:39 Review Rundown

1:03:07 Steven prays for your 2023

Help us equip more biblical bosses!: https://abrahamswallet.com/support

AW website | YouTube | Instagram | Facebook | LinkedIn

Other Episodes

Episode 0

June 18, 2025 00:54:59
Episode Cover

A Christian Doctor’s Guide to your Family’s Health

What is healthcare really good for, and where does it fall short? In this special episode of the Abraham's Wallet podcast, we are joined...

Listen

Episode 0

February 05, 2025 00:50:54
Episode Cover

Comments from the Haters

Do you ever wonder what people think when we talk about the Abrahamic family model, discipline, and building multi-generational wealth? Well, this episode is...

Listen

Episode 0

June 03, 2020 00:21:09
Episode Cover

BlogPod: A Unified Theory of Giving, Part 4

Goday, we’re going to talk about one specific part of your calling, which is: expressing the heart of the Father. You might already know...

Listen