Monday, May 13, 2024

ISO 24W20 eFIT: stay foolish and modest (4 stars out of 5)

Focus on 5-star week

Eternal Concerns 

1. Share my confessions with SMM then Write two more confessions  (done)

2. Prayerfully read Bible twice (3 times) done

Family and financial freedoms:

F.1: work on Tracy's gift (80% done: need to return the other mug)

F.2: Finish the Convervesion of Fidelity After tax to Roth through Mega Backdoor (book an hour with Kelsey on Asset Allocation: 20/80 would give us about $900K in bonds, enough for 6 years of expenses) (done, converted ~$20K to Roth, half in Bonds, half in FSKAX == total market index) (done)

F.3: ask Health Advocate whether I should switch to UCSD medical group, or reach out to Dr. Anchie Wang

Income and Innovations:

I1: trip expense report

I2. Prepare 5 Slides for Monet Security (2 slides done)

I3. Write buffer sharing requirements (done)

Transformations:

0. Hike with Tay once (done)

1. Pickleball once (yes)

2. Swim once (no)

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