Mid-Year Check Up

07/06/2025 53 min
Mid-Year Check Up

Listen "Mid-Year Check Up"

Episode Synopsis

As we approach the halfway point of the year, what are things people can do to make sure their plan is still where it needs to be? Pat takes a look at what a proper check-up entails and how to be sure your plan is working for you. He also revisits the topic of behavioral finance and how people can act when it comes to their money.