How To Do a Mid-Year Financial Check-Up (Episode 198)

Updated: June 11, 2024

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What you’ll hear in this episode:

Stay on track with your financial goals by performing a mid-year check-up.

In this episode, I’ll share the tasks you need to accomplish with your budget, savings, and investments to ensure financial success for the rest of the year.


  • Review your budget.
  • Reassess your financial goals.
  • Boost your savings.
  • Pay down debt.
  • Evaluate your investments.
  • Set up your rainy day fund.
  • Prepare for the holidays.

Taking these steps in the middle of the year can help you stay on track with your financial goals and improve your overall financial health. By being proactive, you can achieve greater financial stability and peace of mind.

Excerpts and Highlights

The beginning of the year might have been filled with resolutions and plans, but mid-year is perfect for reflection and adjustment.

Mid-year is a good time to rebalance your portfolio if necessary, possibly taking profit from those that overperformed and investing more in those with good return potential for the rest of the year.

The holiday season often brings increased spending on gifts, travel, and celebrations. Start preparing now to avoid financial stress later.

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