CSoM 2: OVERSIGHT

In this SECOND installment of the wildly popular Critical Skills of Money series, Mark Parrett and Steven Manuel walk us through what you do after acquiring money (part 1's subject): giving OVERSIGHT to that money (and the rest of your assets). They review planning, budgeting, monitoring, and even whether or not you need tax prep help!

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Resources mentioned in this episode:

AW “Budgeting 101” podcast episode: https://abrahamswallet.com/podcast/budgeting-101/

AW “Advanced Budgeting” podcast episode: https://abrahamswallet.com/podcast/advanced-budgeting-tips/

AW “Budgeting = Living with Vision” podcast episode: https://abrahamswallet.com/podcast/dough-budgeting-living-with-vision/

AW post: Personal Board of Directors: https://abrahamswallet.com/2017/12/26/you-need-a-board-of-directors/

About Abraham's Wallet:

AW website: https://abrahamswallet.com/2017/11/27/what-is-abrahams-wallet/

Apple Podcasts: https://podcasts.apple.com/us/podcast/abrahams-wallet/id1462593706

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This Week's Episode Rundown:

0:00 intro and pleas for reviews

12:00 intro to Oversight

15:40 1. Planning

20:05 2. Budgeting

31:30 3. Acting Your Wage

41:43 4. Monitor Your Assets

51:07 5. Planning for the Unexpected

54:05 Tax thoughts

59:00 Annual Summits