

Your Midyear Finance Health Check
11 snips Jun 25, 2024
Explore how to conduct a finance health check mid-year, the importance of realistic financial goals, tips for securing online accounts, organizing financial records, reassessing goals with professional help, and effective goal-setting strategies for financial stability.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Mid-year Finance Health Check
01:31 • 15min
Financial Planning and Security Tips
16:53 • 8min
Ensuring Online Security and Password Management
24:30 • 2min
Organizing Financial Records and Implementing a Filing System
26:10 • 2min
Reevaluating Financial Goals and Seeking Help from Professionals
27:52 • 3min
Effective Financial Goal Setting Strategies
31:12 • 13min