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2024 Mid-Year Financial Check-In

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Manage episode 428224183 series 2910041
Content provided by ClearVista Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearVista Financial 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.

Are you financially prepared for the second half of the year? In this episode, Mark and Jesse dive into practical strategies to help you assess your financial goals, review your budget, and provide invaluable tips to ensure you're financially equipped for what's ahead. Don't miss out on this essential advice for keeping your finances on track!

Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:

Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN

  continue reading

113 episodes

Artwork
iconShare
 
Manage episode 428224183 series 2910041
Content provided by ClearVista Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearVista Financial 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.

Are you financially prepared for the second half of the year? In this episode, Mark and Jesse dive into practical strategies to help you assess your financial goals, review your budget, and provide invaluable tips to ensure you're financially equipped for what's ahead. Don't miss out on this essential advice for keeping your finances on track!

Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:

Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN

  continue reading

113 episodes

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