Mid-Year Financial Checklist

06/09/2023 53 min
Mid-Year Financial Checklist

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Episode Synopsis

We’re well over halfway through the year and mid-year is a great time to take a moment to review your savings, investment, insurance and tax strategies so you have plenty of time to make changes before the calendar flips to 2024. You don’t want to wait until the fourth quarter of the year to check on your finances! Pat has your mid-year retirement checklist on this week’s episode. Don’t miss it!