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Episode 181: Doing Your Mid-Year Financial Checkup

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Manage episode 372505707 series 1404006
Content provided by Steven J. Richardson, Esq. and Steven J. Richardson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steven J. Richardson, Esq. and Steven J. Richardson 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.

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

  continue reading

161 episodes

Artwork
iconShare
 
Manage episode 372505707 series 1404006
Content provided by Steven J. Richardson, Esq. and Steven J. Richardson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steven J. Richardson, Esq. and Steven J. Richardson 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.

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

  continue reading

161 episodes

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