Mid-Year Money Check-In

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: http://thoughtsonmoney.com http://thebahnsengroup.com