Do THIS Before Another Year Slips Away: Annual Financial Review

Most families just drift from one year to the next, hoping things get better financially. But kingdom-centered families don’t just drift along, hoping for the best. They make intentional data-driven decisions.

In this episode, we walk through the annual family financial review: how to lead your home through the numbers, the goals, the giving, and the vision.

This is vital because this isn’t just about money—it’s about stewardship. Your family is a part of God’s kingdom. Lead it like one.

Links in this Episode Creative Colorful, Color Analysis Peter Attia Podcast

Chapters

• (00:00:00) - A Review of the S&P500
• (00:01:03) - Mark On Dressing Like A Man
• (00:03:31) - An Annual Review of Your Financial Condition
• (00:08:43) - A Financial Report for the Family
• (00:10:26) - Good Job
• (00:15:58) - Family Vision
• (00:18:21) - Have You Reached Your Goals?
• (00:19:35) - How to Plan Your Financial Life
• (00:25:11) - How to Approach a Retirement Plan with a Careful Mind
• (00:32:01) - How to Check in on Your Generosity
• (00:37:01) - Your Home and Auto Insurance--Blast!
• (00:38:44) - Taxes and Budgeting
• (00:45:12) - Has Our Capacity to Spend Expanded or Shrunk?
• (00:46:00) - Re-evaluating Your Family's Mission