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Your Mid-Year Financial Checkup episode artwork

Jul 3, 2025 11 min

Your Mid-Year Financial Checkup

from Money Mentors Hosted by Laurel Steward

Just like your regular doctor's visits, it's always good to check up on your financial health - and the mid-way point of 2025 is a great chance to do that. On this week's episode, Laurel Steward and Corey Davis of Mattson Financial Services walk through some steps you might want to consider as you stress test your investments and income, as well as prepare for the holidays and take care of your physical health. Need help with your mid-year review? Check out our appointment times at www.MattsonFinancial.com.

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Your Mid-Year Financial Checkup

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This episode was published on July 3, 2025.

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