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
Spotify: https://open.spotify.com/show/6xbcf3IhayaoKB4sTegPRw?si=4M-m7mwUR0GigEkgrf3aJA
YouTube full episodes: https://www.youtube.com/@abrahamswallet
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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
