Mid-Year Check-In on Goals
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Mid-Year Check-In on Goals
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Join the fabulous host, Laura Johnson, on an exciting journey to revitalize your financial plan! Mid-year is the perfect time to check in and refresh your goals, so let’s dust off those shiny New Year's resolutions and embrace a fun “reset” for the next 90 days and beyond!
Laura dives into the fascinating world of taxes, showing you how they can actually help you reach your goals. Your CPA will be thrilled, and trust us, your future self will thank you for taking action now! Get ready to uncover some creative ways to enhance your tax situation. Why not make it a game?
And let’s talk investments! It’s time for a lively review to ensure your portfolio has just the right mix of spice and stability.
With her fun 'START, STOP, and CONTINUE' framework, Laura gamifies your financial planning: What exciting new actions will you start that you haven’t tried yet? What habits should you leave behind to soar toward your goals? And of course, let’s celebrate those amazing things you’re already doing well—keep that momentum going!
So gather your financial flair, and let’s jump into this adventure together! 🚀💰