Mid-Year Financial Check-Up

This week, John, Eli, and Isaac talk about taking a mid-year financial check-up. This means looking at your finances, maybe even your taxes or tax strategies, any upcoming expenses, your cash on hand, or possibly needing to rebalance, and more. They also discuss the passing of Trump’s Big Beautiful Bill. While there are massive tax and economic implications, the guys don’t have enough time to dive into it deeply in this episode. Eli, however, is preparing a Data Brief video on the subject as it pertains to retirees.  

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Watch Next: The Retirement Red Zone: https://youtu.be/BGyQ5XXRsv0  

The Market Moment Podcast! Last week's episode...  Climbing the Walls of Worry https://youtu.be/dNL-3ndTt_w 

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