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It's Time For Your Mid-Year Money Checklist!
Manage episode 433951993 series 3428540
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We're half way through 2024, and it's time to get your financial house in order! What moves, if any, should you have made at this point? What about going forward? There's still time to do some tax management, maybe take a look at your 401(k) plan, and decide how you may want to allocate your investments before the year is out.
So what's left to do? There's still plenty of time, but then again, the clock is ticking. What should be on YOUR mid-year money checklist? Find out from podcast host Johnny Dean and "Professor" Rick Plum, CFP® on this week's episode of Managing Your Financial Future!
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