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Listen " Mid-Year Financial Review - Strategies and Insights | Episode 048 "
Episode Synopsis
In this episode Mark shares his comprehensive approach to a semi-annual financial review. Covering essential personal finance practices, Mark outlines steps for calculating net worth, tracking spending, evaluating annual achievements against the one-page financial plan, and preparing for future financial goals.
Mark provides insights on Roth conversions, social security benefits, and his personal experiences with major expenses. Additionally, he discusses the importance of regular updates to estate planning documents and beneficiary designations.
This episode is a deep dive into detailed financial oversight practices aimed at maintaining and enhancing financial freedom.
Episode Links:
Mark’s Money Mind YouTube Channel
The Financial Starting Line – Net Worth, 529 to Roth IRA and Q&A | Episode 003
New Year Financial Planning | Episode 039
Timestamps:
00:52 Semi-Annual Financial Review: Net Worth Calculation
08:38 Reviewing Your Spending
16:32 The Anti-Budget Approach
18:24 One Page Financial Plan: Mid-Year Check-In
23:15 Roth Conversions and Tax Strategies
29:13 Social Security Survivor Benefits
41:22 Estate Planning and Beneficiary Designations
43:00 Wrapping Up and Upcoming Events
More episodes of the podcast Mark's Money Mind
Asset Allocation in Retirement | Episode 046
05/06/2025
Stock Market Valuation | Episode 043
02/04/2025
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