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Episode 15 — Your Mid-Year Checkup

The second half of the year is here, making it the optimal time to check on your 2019 goals. 

In today’s episode, Sam Legaspi and Koz Tsukamoto provide a list of important things to look at during your mid-year checkup. From budgets to retirement contribution goals, they put you on track to end the year in the best way possible.

In this episode, you will learn:

  • The importance of a half-year financial check-up
  • Why your subscriptions are a good place to save money
  • Why you should check if you’re on track to achieving your retirement contribution amount goals
  • Why sole proprietors may want to look into starting a solo 401k considering the changes coming up in the Secure Act
  • And more!

Tune in now to learn which areas of your finances you should be checking on and the adjustments you can make today to end the year right! 

Resources:  Financial Liberty Project: 800-640-8105

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