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Mid-Year Financial Checklist

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Manage episode 376263038 series 148544
Content provided by Save your Retirement with Pat Strubbe and Patrick Strubbe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Save your Retirement with Pat Strubbe and Patrick Strubbe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We’re well over halfway through the year and mid-year is a great time to take a moment to review your savings, investment, insurance and tax strategies so you have plenty of time to make changes before the calendar flips to 2024. You don’t want to wait until the fourth quarter of the year to check on your finances! Pat has your mid-year retirement checklist on this week’s episode. Don’t miss it!
  continue reading

276 episodes

Artwork
iconShare
 
Manage episode 376263038 series 148544
Content provided by Save your Retirement with Pat Strubbe and Patrick Strubbe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Save your Retirement with Pat Strubbe and Patrick Strubbe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We’re well over halfway through the year and mid-year is a great time to take a moment to review your savings, investment, insurance and tax strategies so you have plenty of time to make changes before the calendar flips to 2024. You don’t want to wait until the fourth quarter of the year to check on your finances! Pat has your mid-year retirement checklist on this week’s episode. Don’t miss it!
  continue reading

276 episodes

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