DOUGH: Year End Financial Checklist

December 28, 2022 01:05:29
DOUGH: Year End Financial Checklist
Abrahams 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

Other Episodes

Episode

January 01, 2025 00:16:04
Episode Cover

Encouragement for Dad in 2025

If you are a father who needs some encouragement for the new year, tune in. In this episode we share an empowering message for...

Listen

Episode 0

August 25, 2021 00:52:20
Episode Cover

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...

Listen

Episode 0

December 10, 2021 00:09:42
Episode Cover

DOUGH: iBonds

Mark Parrett gives a quick overview on an inflation hedge: iBonds. They’re treasury certificates and you can buy up to $10k worth of them...

Listen