Simply Money presented by Allworth Financial

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why a mid-year financial review is about much more than investment performance. They break down how to make sure your portfolio still aligns with your goals, uncover tax-saving opportunities before year-end, evaluate retirement progress, update estate planning documents, review beneficiary designations, and determine whether you're holding the right amount of cash. Plus, they discuss why the most important financial question you can ask right now is simply: what has changed in your life this year?See omnystudio.com/listener for privacy information.