Mid-Year Review - Part 1

Gifted Generations, LLC presents...

              FinanceOlogy 101 Podcast!

 

PART 1- MID-YEAR REVIEW

Financially…

• Where are you?
• How are you doing?

Let do a review to see how well you are doing!

• Step 1: Financial Assessment - look at your past and current environment to understand your relationship with money. (Podbean Podcast on Jan. 25, 2023)

• Step 2: Setting Realistic Goals - Short-term, Mid-term, and Long-term. (write goals in a Money Journal). (Podbean Podcast on Feb. 22, 2023)

• Step 3: Identify Your Income and Expenses - ALL income & ALL expenses. Every expense should be tracked. Seasonal Expenses. (make sure you include all expenses – even the ones that occur annually). (Podbean Podcast on March 15, 2023)

 

Elroy & Robin Seegars

Hosts, FinanceOlogy 101

CEOs, Gifted Generations, LLC

 

For a FREE 30-minute consultation session with Money for Tomorrow Financial Coaching services, click on this link:

                      https://www.giftedgenerations-llc.com/financial-coaching-seminars

 

Bags of Money App - DOWNLOAD Today!  (First 30 days are FREE!!) 

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COMING SOON TO iPhone (Apple) Users!!!

 

Gifted Generations, LLC

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