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...
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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
You've heard them: BUY GOLD! GET OUT OF THE MARKET! HOLD ONLY CASH! HOLD NO CASH! BUY GASOLINE! etc etc etc. The fellas break...
Mark Parrett and Steven Manuel continue their series on the Critical Path to Abrahamic Greatness, walking from being a young married couple without children...
Steven Manuel talks us through Psalm 37 as a blessing for the year of craziness before us. Are you ready to walk into massive...