Mid-Year Financial Check-Up

24/06/2022 39 min Episodio 108
Mid-Year Financial Check-Up

Listen "Mid-Year Financial Check-Up"

Episode Synopsis


It's time for that mid-year financial review.  Mo covers what should be and is considered by Cloud Vestors when meeting with their clients to review their strategies.  Topics covered include tracking your budget and spending, your savings, tax strategies, and your retirement moves whether you're in the accumulation or distribution phase of your life.
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