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
With all that is going on in our economy, from inflation to worries about recession and the resumption of student loan payments, people are getting stressed out about their finances. Money woes and fears can really weigh on your mind.
That's why in this episode of the podcast I wanted to talk about how that stress can affect your life, and what you can do to reduce it. You should also check out Episode 105 of the podcast where I talk about this with psychologist Dr. David Weiman.
In this episode you will learn about:
- The Effects of Financial Stress on Your Life
- How to Identify the Cause of the Stress
- How Getting Control of Your Finances Can Reduce Stress
- Saving on Gas For Your Summer Road Trip