Do THIS Before Another Year Slips Away: Annual Financial Review

05/11/2025 47 min

                    Do THIS Before Another Year Slips Away: Annual Financial Review

Listen " Do THIS Before Another Year Slips Away: Annual Financial Review "

Episode Synopsis


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