Mid-Year Financial Review Checklist

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

 

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