Mid-Year Money Check-In
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Mid-Year Money Check-In
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About this listen
This week's blogpost - https://bahnsen.co/45Kgy7H
Midyear Money Check-in: Financial Hygiene and Strategic Planning
In this episode of the Thoughts on Money Podcast, host Blaine Carver and guest Darren Lightfoot discuss the importance of a midyear financial check-in. They elaborate on various topics including the significance of reviewing New Year’s resolutions, optimizing cash reserves, examining insurance coverages, maximizing retirement contributions, efficient charitable giving, and evaluating private investments. They stress the importance of periodic reviews to ensure financial plans are on track and provide seven essential questions to guide listeners through a midyear money check-up.
00:00 Welcome to the Thoughts on Money Podcast
00:16 The Importance of Midyear Resolutions
04:17 Question 1: How Much Cash Do I Hold?
06:54 Question 2: Reviewing Insurance Coverage
10:06 Question 3: Maximizing Retirement Contributions
15:36 Question 4: Charitable Giving Strategies
21:52 Question 5: Preparing for Large Expenses
25:02 Question 6: Evaluating Monthly Subscriptions
29:51 Question 7: Considering Private Markets
33:18 Conclusion and Final Thoughts
Links mentioned in this episode:
- http://thoughtsonmoney.com
- http://thebahnsengroup.com