

đ Ep 79 - Weekly Recap: Monarch, P3 + Carvana, Solo401K Loans, MMM HQ, Why do improv, Being busy
51 snips Sep 5, 2025
The hosts share personal stories from their improv classes, linking creativity to better communication skills. They discuss the intricacies of car financing, including tips for navigating platforms like Carvana. A humorous take on managing busyness highlights challenges related to ADHD and overcommitment. The value of relaxation shines through as they recount a family trip to Estes Park, emphasizing the importance of personal freedom and trying new experiences, inviting listeners to participate in the conversation.
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Simplify Monthly Rebalancing With Monarch
- Use Monarch to simplify expense tracking and monthly rebalancing instead of slow legacy apps.
- Mark churn-style transfers as transfers so Monarch ignores them and keeps reports readable.
Migration From Simplify To Monarch
- The host switched from Simplify to Monarch after Simplify slowed with 100+ accounts and flaky connections.
- Monarch felt like a breath of fresh air because its link services reduced refresh failures.
Hide Churn By Tagging Transfers
- Mark churn or loop transactions as transfers so they don't inflate expense reports in Monarch.
- This hides high-volume internal money moves while preserving true expense visibility.