It's time for a mid-year financial check-up!!

Shownotes

2022 is almost half way over!! That means it's time for your mid-year financial review! In this episode, we talk about the 8 steps included in a mid-year financial review so that you can create an action plan to achieve your financial goals this year.

Resources Mentioned:

• AnnualCreditReport.com

Sources & Additional Reading

• Consumer Price Index Summary

• Average Holiday Debt - Lending Tree

• Is it time for a mid-year financial review? Forbes

• Your Mid-Year Financial Checklist - Equifax

• Check-In Time: How to measure your progress towards financial goals - Go Banking Rates

• 5 Steps to Create An Estate Plan - Fidelity

• IRS announces changes to retirement plans for 2022

Interested in working with Charlotte?

For 1:1 Business Coaching and 1:1 Financial Coaching, send Charlotte at DM on Instagram to chat and learn more about individual coaching opportunities.

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FREE Resources by Save Live Thrive™

• FREE MINI-COURSE!! Your Financial Roadmap

• 2022 Goal Setting Workshop Workbook

• Organize Your Finances Workbook

• Mini Digital Budget Planner

Products & Programs by Save Live Thrive™:

• Digital Budget Planners

• The Budget Pro Spreadsheet

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Disclaimer: The content and information provided on this podcast is for educational purposes only and does not constitute professional financial, legal, investment, real estate, or tax advice. For recommendations on your specific financial situation, you must additionally seek the services of an appropriate licensed legal, accounting, tax, real estate, or investment professional.

Music written by Chris Glassman