Thursday Aug 17, 2023

Mid-Year Financial Check-Up – Items to Assess

As we move beyond the mid-point of the year, we always take this time to have a check-up with clients to run through a number of items that might need attention before the end of the year. Today we’ll share a few of those things, including budgeting, Roth contributions, and SECURE Act 2.0 changes.

Then we’ll spend some time running through a few different scenarios we’ve helped clients out in recent weeks. 


On today’s show, here’s some of what you’ll learn:

  • Is a Roth IRA or Roth 401k actually a bad investment option? Let’s breakdown a recent article we found.
  • A list of items to be paying attention to before the end of the year.
  • Is it a good idea to help out your child and their boyfriend/girlfriend with a house down payment? Here’s what you should address.
  • Should you keep your mortgage in retirement for the tax deduction?
  • The financial topics that create tension for couples.


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