Do THIS Before Another Year Slips Away: Annual Financial Review
Update: 2025-11-05
Description
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
Comments
In Channel












