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048: How To Do A Mid-Year Financial Check-Up
In this conversation, Chris Monzon and Dominic discuss a mid-year financial check-up, emphasizing the importance of reviewing spending and income to set goals and make adjustments. They stress prioritizing spending based on personal values to avoid overspending or underspending. The discussion covers the dangers of debt, the value of financial planning, and the need for a strong sense of purpose. They recommend inspiration, advocate consistency over quick fixes, and highlight the basics of personal finance: organizing documents, building an emergency fund, and avoiding reliance on predictions. They also provide a checklist for the mid-year review, including managing debt, optimizing subscriptions, automating payments, checking credit health, reviewing insurance, tax planning, and updating financial goals, urging proactive action for ongoing financial health.
📧 Connect with Chris at Monzon Wealth
📈 About The FI Guys:
Welcome to The FI Guys, your go-to channel for all things related to financial independence, investing, and personal finance! We're passionate about helping you achieve your financial goals and gain control over your money. Subscribe now for weekly videos packed with tips, insights, and strategies to help you build wealth, save money, and live your best financial life!
🔔 Subscribe for More Content:
📌 Connect With Us:
The Fi Guys
WebsiteMonzon Wealth
Facebook
Instagram
Twitter
LinkedIn
📧 Contact Us:
For FI Friday Feedback questions, business inquiries, or collaboration opportunities, please email us at: [email protected]
💬 Leave a Comment:
We love hearing from our viewers! Share your thoughts, questions, or suggestions in the comments section below. We'll do our best to respond to each one.
⏰ Timecodes ⏰
00:00 Introduction and Overview
07:40 Step 1: Reviewing Spending and Setting Priorities
24:20 The Importance of Financial Planning and Coaching
29:34 Organizing Financial Documents and Establishing an Emergency Fund
34:48 Personal Responsibility and Hard Work
50:00 The Importance of a Mid-Year Financial Review
52:54 Managing Debt and Optimizing Subscriptions
55:59 Credit Health and Insurance Coverage
#finance #financialfreedom #personalfinance
~~~~~~~
Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
This video podcast is sponsored by Monzon Wealth. The content in this podcast is for informational purposes only and should not be considered financial advice. We do not endorse specific products or services. Past performance doesn't guarantee future results. The opinions expressed are those of the hosts and guests, not the podcast sponsors.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at https://www.monzonwealth.com/
View all episodes
By The FI GuysIn this conversation, Chris Monzon and Dominic discuss a mid-year financial check-up, emphasizing the importance of reviewing spending and income to set goals and make adjustments. They stress prioritizing spending based on personal values to avoid overspending or underspending. The discussion covers the dangers of debt, the value of financial planning, and the need for a strong sense of purpose. They recommend inspiration, advocate consistency over quick fixes, and highlight the basics of personal finance: organizing documents, building an emergency fund, and avoiding reliance on predictions. They also provide a checklist for the mid-year review, including managing debt, optimizing subscriptions, automating payments, checking credit health, reviewing insurance, tax planning, and updating financial goals, urging proactive action for ongoing financial health.
📧 Connect with Chris at Monzon Wealth
📈 About The FI Guys:
Welcome to The FI Guys, your go-to channel for all things related to financial independence, investing, and personal finance! We're passionate about helping you achieve your financial goals and gain control over your money. Subscribe now for weekly videos packed with tips, insights, and strategies to help you build wealth, save money, and live your best financial life!
🔔 Subscribe for More Content:
📌 Connect With Us:
The Fi Guys
WebsiteMonzon Wealth
Facebook
Instagram
Twitter
LinkedIn
📧 Contact Us:
For FI Friday Feedback questions, business inquiries, or collaboration opportunities, please email us at: [email protected]
💬 Leave a Comment:
We love hearing from our viewers! Share your thoughts, questions, or suggestions in the comments section below. We'll do our best to respond to each one.
⏰ Timecodes ⏰
00:00 Introduction and Overview
07:40 Step 1: Reviewing Spending and Setting Priorities
24:20 The Importance of Financial Planning and Coaching
29:34 Organizing Financial Documents and Establishing an Emergency Fund
34:48 Personal Responsibility and Hard Work
50:00 The Importance of a Mid-Year Financial Review
52:54 Managing Debt and Optimizing Subscriptions
55:59 Credit Health and Insurance Coverage
#finance #financialfreedom #personalfinance
~~~~~~~
Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
This video podcast is sponsored by Monzon Wealth. The content in this podcast is for informational purposes only and should not be considered financial advice. We do not endorse specific products or services. Past performance doesn't guarantee future results. The opinions expressed are those of the hosts and guests, not the podcast sponsors.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at https://www.monzonwealth.com/