We are halfway through 2024, and it’s time to reflect on the financial goals and intentions you set in January. Whether you are crushing your money goals or need a financial reset, getting crystal clear on your numbers is essential. It is never too late to regain control of your finances!

Between school breaks, vacations, and beautiful weather, it is easy to lose track of your finances in the summer. So, let this episode be your sign to pause and evaluate the progress you’ve made so far this year.

In today’s episode, I give you questions to jumpstart a mid-year financial reflection, celebrate wins, acknowledge surprise expenses, and create a plan to hit your money goals in 2024. Tune in and follow my framework for a practical six-month financial evaluation.

Stay tuned for insights on these topics:

• [01:39] Breaking financial goals into habits

• [03:29] Reflecting on progress of 2024 financial goals

• • [06:42] What’s going well?

  • [09:20] Surprise expenses

  • [12:09] What do you want to do differently?

• [13:29] Other money goals to check on

Tune into this episode of Money Files to jumpstart a mid-year reflection on your financial goals for 2024.

Get full show notes and the episode transcript: https://wealthovernow.com/mid-year-financial-check-in-breaking-money-goals-into-habits/

Links mentioned in this episode…

Set up a call | Financial Coach Washington, DC | Wealth Over Now

Download my FREE spending plan

Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones

Annualcreditreport.com