77 | How To Begin A Midyear Finance Review

We are officially in June! We are already halfway through 2023. It is time to do a financial check-in. In today's episode, I discuss the importance of conducting a midyear financial review and strategies to keep you on track to hit your money goals. 

January is an exciting time to set resolutions, and we enter the new year with enthusiasm, especially around changing money habits. However, it is easy to lose focus and stray away from financial plans. A lot can happen in six months. It's normal for goals to change or different aspects of our finances to gain a higher priority. That is why a midyear review is so important!

Schedule time in your calendar to sit down with the money goals you set for yourself and reflect. Really evaluate your progress. Take a moment to celebrate wins! Then consider what is important to you right now. Do these new goals align with your original financial plan? Remember, budgeting is a tool, and your process will evolve. By checking in with yourself now, you will gain more financial confidence and set yourself up for more success in the second half of 2023. 

During this episode, I encourage you to consider the following…

[00:04:55] The first thing I want you to do in your midyear review about your goals for this year is to think about what financial goals you said out loud or put on paper. 

[00:06:45] I want you to think about what is truly important (in your finances) right now

[00:11:17] As part of the media review I want you to actually think about quick actions. What are the quick actions you can take to make progress?

Tune in to this episode of Money Files to learn how to jump-start your midyear financial review and reflect on your progress in 2023.

Get full show notes and the episode transcript: https://wealthovernow.com/how-to-begin-a-midyear-finance-review/

Links mentioned in this episode…

Set up a call | Financial Coach Washington, DC | Wealth Over Now

How Ellie Got Out Of The Paycheck To Paycheck Cycle As A Six Figure Earner - Wealth Over Now

Join My Next Money Class