Episode 181: Doing Your Mid-Year Financial Checkup
About this episode
Your personal finances are never "set it and forget it." Even if you have set up a budget, have autopay on your bills, and a good retirement savings strategy, you still need to check in periodically to be sure that your financial ship is sailing in the right direction.
That's why in this episode of the podcast I wanted to talk about how to do a mid-year checkup. You need to do this now (better yet every quarter) to make sure that your financial ship doesn't need a course correction.
In this episode you will learn:
- Why a Mid-Year Checkup is Important
- The Importance of Tax Planning Now
- How Reviewing Your Budget at the Halfway Point Helps
- About Reviewing Your Net Worth
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