Playbook

Mirror mode — cards clear themselves when you trash the email.

Must Do Today, alerts, schedule. Print it if you want the paper.

Anything Critical or High gets cleared or snoozed same day.

Weight, BP, supplements ticked. VO2 max monthly is enough.

Check for sales, price drops on events inside 10 days.

The money paper. Print it.

Excel is source of truth. POs are verification only — never update cost from PO data.

Alli Morgan. Confirm balances and any new obligations.

HELOC balance, outstanding checks, Citi checking. Reconcile against the VB spreadsheet.

Attach receipts, match card payments, categorize open transactions.

Categorize and reconcile spending in the Ledger.

Log fills from Schwab confirmations. Check legs expiring inside 21 days.

Freedom owns the plan, KCC owns actuals. Update actuals, check ahead/behind vs the pinned scenario.

Phases reorder by date automatically. Check nothing has gone stale or past due.

Every card, every recurring bill. Cancel what isn't earning its keep.

New Burden raw-data workbook → deck, report, account detail. Use the 5x-monthly-financials skill.

Realized P&L by team, unsold aging, payout timing.

Cardio fitness from Apple Watch. Moves slowly — monthly is enough.

Base spend, HF balance, rent, sale timing. If actuals beat plan, the exit anchor pulls earlier.

MTUM / DBMF / SGOV drift, LEAPS roll timing, PMCC ladder.

Estimated payments, withholding, ticket income treatment.

Full year books closed, 1099s, K-1s, CPA handoff.

Dodgers, Lakers/Kings, Yankees, Mariners, Sparks, Chargers. Renew or drop by team.

Health, life, umbrella, property. Post-JPL this becomes COBRA → ACA.

Kyleigh, Kyrin, Kylo. Tuition timing feeds the Freedom plan.