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Listen "Mid-Year Financial Review Checklist"
Episode Synopsis
It’s hard to believe, we’re already halfway through 2022. Before you know it, it’s going to be Thanksgiving and then the end of the year. Now is a good time to be considering your finances and planning for your taxes.
Key topics on this episode:
2:42 – Roth conversions
6:13 – Personal changes
8:19 – Review investments
10:11 – Tax diversified
11:09 – Review debt
12:59 – Budget
14:02 – Emergency funds
14:32 – Legal documents
Get additional resources online: http://smartmoneyquestions.com
Key topics on this episode:
2:42 – Roth conversions
6:13 – Personal changes
8:19 – Review investments
10:11 – Tax diversified
11:09 – Review debt
12:59 – Budget
14:02 – Emergency funds
14:32 – Legal documents
Get additional resources online: http://smartmoneyquestions.com
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11/09/2025
What Are You Saving For?
21/08/2025
Savings Strategies and Tax Refunds
13/02/2025
Where To Invest In 2025
16/01/2025
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