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Episode 70: Mid-Year Resolution Check-Up Part 2

Aug 9, 2019

It’s part 2 of Jerry and Nick’s mid-year check up on those financial resolutions you’ve made. We cover the last 9 things you should be checking up on with your money so you can finish well into the end of the year.

Here are just a handful of the things that we'll discuss:

  • The importance of keeping your family in the loop of your financial plan
  • Why the starting place for your retirement plan should be your goals, not your products
  • The “Rule of 100” and how you should allocate your money as you enter retirement

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