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The 2024 Mid-Year Check-Up

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Manage episode 430654302 series 2366549
Content provided by Matt Hausman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Hausman 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’ve reached halftime for 2024 and it’s the time of the year when we like to check up on the finances with clients. Today we want to walk you through the conversations we’re having and the topics we’re covering in the office.

This episode is packed with both entertaining summer stories and crucial financial advice that you won't want to miss.

Here’s some of what we discuss in this episode:

  • Mid-year tax planning is important so what moves should you be considering?
  • Make sure wherever you are working, that you understand all of HR benefits.
  • How is AI going to potentially change the investing world?

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - info@smartmoneyquestions.com

Set up a time to talk – http://SpeakWithMatt.com

Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/

  continue reading

206 episodes

Artwork
iconShare
 
Manage episode 430654302 series 2366549
Content provided by Matt Hausman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Hausman 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’ve reached halftime for 2024 and it’s the time of the year when we like to check up on the finances with clients. Today we want to walk you through the conversations we’re having and the topics we’re covering in the office.

This episode is packed with both entertaining summer stories and crucial financial advice that you won't want to miss.

Here’s some of what we discuss in this episode:

  • Mid-year tax planning is important so what moves should you be considering?
  • Make sure wherever you are working, that you understand all of HR benefits.
  • How is AI going to potentially change the investing world?

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - info@smartmoneyquestions.com

Set up a time to talk – http://SpeakWithMatt.com

Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/

  continue reading

206 episodes

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