Mid-Year Money Check-In Part 2: The Year-End Decisions to Make Now

Podcast: She's Talkin' Money · Shari Rash | Financial Advisor for Women & Founder of GWA Wealth

Opublikowano: 2026-07-14

The year is not over — but it is moving. In part one of the Mid-Year Money Check-In, Shari looked at cash flow, cash reserves, savings, investing, retirement accounts, and whether your money is actually doing what you want it to do. Now in part two, we are looking ahead. Because a lot of financial stress does not come from true surprises. It comes from predictable things that did not have a plan. Taxes. Holiday spending. Travel. Family obligations. Home projects. Insurance premiums. Lifestyle creep. Charitable giving. Year-end decisions. The things you ke...