<description>&lt;p dir="ltr"&gt;Just like your car needs a regular check-up, so do your finances! In this mid-year money maintenance episode, we walk through 7 essential tips to help you stay on track and in control. From revisiting your financial goals and rebuilding your vacation fund to reviewing your credit report, retirement contributions, and estate plan—we cover all the bases. Whether you're optimizing your budget, checking in on your emergency savings, or adjusting your tax withholdings, this episode will help you tune up your finances for a smoother ride into the second half of the year.&lt;/p&gt; &lt;p dir="ltr"&gt;Resources Mentioned:&lt;/p&gt; &lt;ul&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Credit Report: &lt;a href= "https://www.annualcreditreport.com/index.action"&gt;annualcreditreport.com&lt;/a&gt;&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;IRS Identity Protection PIN: &lt;a href= "https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin"&gt; irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin&lt;/a&gt;&lt;/p&gt; &lt;/li&gt; &lt;li dir="ltr" aria-level="1"&gt; &lt;p dir="ltr" role="presentation"&gt;Tax Withholding Estimator: &lt;a href="https://www.irs.gov/individuals/tax-withholding-estimator"&gt; irs.gov/individuals/tax-withholding-estimator&lt;/a&gt;&lt;/p&gt; &lt;/li&gt; &lt;/ul&gt; &lt;p&gt; &lt;/p&gt;</description>

Build a Better Financial Future

Luis Rosa, CFP® EA

164: Financial Tune-Up - 7 Mid-Year Maintenance Tips

JUL 16, 202523 MIN
Build a Better Financial Future

164: Financial Tune-Up - 7 Mid-Year Maintenance Tips

JUL 16, 202523 MIN

Description

Just like your car needs a regular check-up, so do your finances! In this mid-year money maintenance episode, we walk through 7 essential tips to help you stay on track and in control. From revisiting your financial goals and rebuilding your vacation fund to reviewing your credit report, retirement contributions, and estate plan—we cover all the bases. Whether you're optimizing your budget, checking in on your emergency savings, or adjusting your tax withholdings, this episode will help you tune up your finances for a smoother ride into the second half of the year. Resources Mentioned: Credit Report: annualcreditreport.com IRS Identity Protection PIN: irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin Tax Withholding Estimator: irs.gov/individuals/tax-withholding-estimator