Episode 19 - Mid-Year Check-In

In this episode of Blue Money, Kevin & Jim are looking at the first half of the year and preparing for the second half of the year. They’re giving suggestions on what to look at when it comes to your income, bills, savings, investments & debts. The guys are making sure that you know what your position is and are properly preparing for your future. Kevin emphasizes the importance of diversifying your portfolio and why that’s so important. Jim brings up the often overlooked aspect of insurance. Listen to go over your checklist to make sure you are in a good position going into the second half of the year. To contact Lt. Jim Donnelly: [email protected] To contact Kevin McGarry: [email protected] For a free financial assessment, or for more information visit valleyfinancial.com