Just like your car needs a regular check-up, so do your finances! In this mid-year money maintenance episode, we walk through 7 essential tips to help you stay on track and in control. From revisiting your financial goals and rebuilding your vacation fund to reviewing your credit report, retirement contributions, and estate plan—we cover all the bases. Whether you're optimizing your budget, checking in on your emergency savings, or adjusting your tax withholdings, this episode will help you tune up your finances for a smoother ride into the second half of the year. Resources Mentioned: <ul> <li dir="ltr" aria-level="1"> Credit Report: <a href= "https://www.annualcreditreport.com/index.action">annualcreditreport.com</a> </li> <li dir="ltr" aria-level="1"> IRS Identity Protection PIN: <a href= "https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin"> irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin</a> </li> <li dir="ltr" aria-level="1"> Tax Withholding Estimator: <a href="https://www.irs.gov/individuals/tax-withholding-estimator"> irs.gov/individuals/tax-withholding-estimator</a> </li> </ul>

Just like your car needs a regular check-up, so do your finances! In this mid-year money maintenance episode, we walk through 7 essential tips to help you stay on track and in control. From revisiting your financial goals and rebuilding your vacation fund to reviewing your credit report, retirement contributions, and estate plan—we cover all the bases. Whether you're optimizing your budget, checking in on your emergency savings, or adjusting your tax withholdings, this episode will help you tune up your finances for a smoother ride into the second half of the year. Resources Mentioned: Credit Report: annualcreditreport.com IRS Identity Protection PIN: irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin Tax Withholding Estimator: irs.gov/individuals/tax-withholding-estimator

Just like your car needs a regular check-up, so do your finances! In this mid-year money maintenance episode, we walk through 7 essential tips to help you stay on track and in control. From revisiting your financial goals and rebuilding your vacation fund to reviewing your credit report, retirement contributions, and estate plan—we cover all the bases. Whether you're optimizing your budget, checking in on your emergency savings, or adjusting your tax withholdings, this episode will help you tune up your finances for a smoother ride into the second half of the year. Resources Mentioned: <ul> <li> Credit Report: <a href="https://www.annualcreditreport.com/index.action" rel="noopener noreferrer">annualcreditreport.com</a> </li> <li> IRS Identity Protection PIN: <a href="https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin" rel="noopener noreferrer"> irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin</a> </li> <li> Tax Withholding Estimator: <a href="https://www.irs.gov/individuals/tax-withholding-estimator" rel="noopener noreferrer"> irs.gov/individuals/tax-withholding-estimator</a> </li> </ul>

164: Financial Tune-Up - 7 Mid-Year Maintenance Tips

Welcome to Build a Better Financial Future—the podcast for high earners who want to make their money work harder. 

Hosted by Luis Rosa, CERTIFIED FINANCIAL PLANNER™ Professional and founder of Build A Better Financial Future. This podcast gives you the insights to help you build wealth, break generational cycles, and achieve financial freedom.

Each month, we explore practical tips to help you grow your wealth, optimize your investments, and make informed financial decisions—without the jargon or outdated advice. Whether you're managing taxes, protecting your wealth, or planning for a legacy, we've got you covered.

Subscribe now to start building the future you deserve—one episode at a time.

Disclosure:
Luis Rosa is an investment advisor representative registered with Savvy Advisors, Inc. ("Savvy").  All investment advisory services offered by Luis Rosa are offered through Savvy. Build a Better Financial Future LLC is an independent marketing brand name used by Luis Rosa for advertising and marketing purposes only.  Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website.

All advisory services are offered through Savvy Advisors, Inc. ("Savvy Advisors"), an investment advisor registered with the Securities and Exchange Commission ("SEC").  Savvy Wealth Inc. ("Savvy Wealth") is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as "Savvy".

For full disclosures please visit: https://www.savvywealth.com/disclosure

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Welcome to Build a Better Financial Future—the podcast for high earners who want to make their money work harder. Hosted by Luis Rosa, CERTIFIED FINANCIAL PLANNER™ Professional and founder of Build A Better Financial Future. This podcast gives you the insights to help you build wealth, break generational cycles, and achieve financial freedom. Each month, we explore practical tips to help you grow your wealth, optimize your investments, and make informed financial decisions—without the jargon or outdated advice. Whether you're managing taxes, protecting your wealth, or planning for a legacy, we've got you covered. Subscribe now to start building the future you deserve—one episode at a time. Disclosure: Luis Rosa is an investment advisor representative registered with Savvy Advisors, Inc. ("Savvy"). All investment advisory services offered by Luis Rosa are offered through Savvy. Build a Better Financial Future LLC is an independent marketing brand name used by Luis Rosa for advertising and marketing purposes only. Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website. All advisory services are offered through Savvy Advisors, Inc. ("Savvy Advisors"), an investment advisor registered with the Securities and Exchange Commission ("SEC"). Savvy Wealth Inc. ("Savvy Wealth") is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as "Savvy". For full disclosures please visit: https://www.savvywealth.com/disclosure

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164: Financial Tune-Up - 7 Mid-Year Maintenance Tips

164: Financial Tune-Up - 7 Mid-Year Maintenance Tips

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