109. Midyear Financial Checkup- with Erica Cummings

Welcome to the year of financial wellness. The first Friday of each month our good friend CFP VP at Morgan Stanley, Erica Cummings joins the conversation. She’s laid out the plan for us. If we follow it step by step, and do what she gives us as our monthly “homework” at the end of the year we will reflect and realize we are in a good spot. We WILL feel financially confident. And that is an incredible feeling. Believe it or not we’re already at the half way point. So today it’s your midyear financial checkup. What you should be doing this time of the year. Erica will also help you catch up on the months you may have missed and give you some ideas to make it through the expensive summer months without breaking the bank. Cheers to being a financially confident woman! See omnystudio.com/policies/listener for privacy information.