Every publicly traded company has to produce what’s called an Annual Statement. So can you.
The annual statement starts with a letter from the CEO that states what had happened throughout the year.
Then it breaks down what went well and what went bad.
You can do the same thing.
How well did your finances do through the year? Is it time to rebalance portfolios?
Take the end of the year to reflect and plan for what to do going forward.
-Monk
- Personal Finance is a game. But if you haven’t realized this yet, then you’re the one getting played
2. Because, you’re playing this game already but someone else is profiting (off of you).
3. Your Financial Literacy is the pathway to your Financial Freedom.
So, to the youth, young adults, and the mothers who raise them, Financial Literacy: Monk Says… Learn the Game

