
Sign up to save your podcasts
Or
This week's blogpost - https://bahnsen.co/45Kgy7H
Midyear Money Check-in: Financial Hygiene and Strategic Planning
In this episode of the Thoughts on Money Podcast, host Blaine Carver and guest Darren Lightfoot discuss the importance of a midyear financial check-in. They elaborate on various topics including the significance of reviewing New Year’s resolutions, optimizing cash reserves, examining insurance coverages, maximizing retirement contributions, efficient charitable giving, and evaluating private investments. They stress the importance of periodic reviews to ensure financial plans are on track and provide seven essential questions to guide listeners through a midyear money check-up.
00:00 Welcome to the Thoughts on Money Podcast
00:16 The Importance of Midyear Resolutions
04:17 Question 1: How Much Cash Do I Hold?
06:54 Question 2: Reviewing Insurance Coverage
10:06 Question 3: Maximizing Retirement Contributions
15:36 Question 4: Charitable Giving Strategies
21:52 Question 5: Preparing for Large Expenses
25:02 Question 6: Evaluating Monthly Subscriptions
29:51 Question 7: Considering Private Markets
33:18 Conclusion and Final Thoughts
Links mentioned in this episode:
5
3232 ratings
This week's blogpost - https://bahnsen.co/45Kgy7H
Midyear Money Check-in: Financial Hygiene and Strategic Planning
In this episode of the Thoughts on Money Podcast, host Blaine Carver and guest Darren Lightfoot discuss the importance of a midyear financial check-in. They elaborate on various topics including the significance of reviewing New Year’s resolutions, optimizing cash reserves, examining insurance coverages, maximizing retirement contributions, efficient charitable giving, and evaluating private investments. They stress the importance of periodic reviews to ensure financial plans are on track and provide seven essential questions to guide listeners through a midyear money check-up.
00:00 Welcome to the Thoughts on Money Podcast
00:16 The Importance of Midyear Resolutions
04:17 Question 1: How Much Cash Do I Hold?
06:54 Question 2: Reviewing Insurance Coverage
10:06 Question 3: Maximizing Retirement Contributions
15:36 Question 4: Charitable Giving Strategies
21:52 Question 5: Preparing for Large Expenses
25:02 Question 6: Evaluating Monthly Subscriptions
29:51 Question 7: Considering Private Markets
33:18 Conclusion and Final Thoughts
Links mentioned in this episode:
5,100 Listeners
1,716 Listeners
3,006 Listeners
8,280 Listeners
6,987 Listeners
18,941 Listeners
561 Listeners
661 Listeners
1,988 Listeners
984 Listeners
16,055 Listeners
629 Listeners
429 Listeners
26,480 Listeners
1,059 Listeners