Mid-Year Money Review | 6 Month Financial Check-In for a Strong Remainder of 2024

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#midyear #moneyreview

01:06 Financial goals - assess progress and adjust
02:43 Budgeting/spending
03:13 Income
04:53 Expenses
08:48 Savings
9:01 Where are you saving?
10:01 Sinking funds
11:19 Debt
11:50 Debt payoff plan
12:09 Interest rates on debt
13:43 Investments
14:46 What you're investing in
15:05 Maxing out retirement accounts
15:50 Increase contributions 
16:08 Credit/credit report 
16:37 Raising credit score
17:42 Insurance/beneficiaries
17:49 Shop around 
19:07 Beneficiaries 
19:48 A Will

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DISCLAIMER: I am not an expert or a financial advisor. I simply love talking about finances and want to share my journey to financial freedom and help others along the way!