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!

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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...

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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

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