July is almost over. Congratulations on making it halfway through 2023. Your gift, it is time for a midyear financial check-in. We all had New Year New Me Financials Goals. Now is a perfect time to review your goals for the year.

If you are married, make sure you are having these discussions with your significant other. Do a date night and review where you guys are headed together.

0:00 Intro

3:52 Net Worth

9:54 Credit Score

16:25 Estate Documents

21:38 Down in the Details

23:07 Spending

26:42 Insurance

28:45 Savings

29:47 Investing

30:39 Debts

32:12 Outro

Resources:

More details on insurance:

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