Mid-Year Money Check: Are You on Track with Your Financial Goals?
Our weekly #CreditChatstarted in 2012 to help our community learn about credit and important personal finance topics (e.g. saving money, paying down debt, improving credit scores). Each chat is hosted by @Experianon X (formerly Twitter) and all are welcome to participate. DM us any questions.
Don’t miss this mid-year financial check-in. Whether you’re striving to boost savings, pay down debt, or invest wisely, this discussion will offer practical tips to ensure your financial trajectory aligns with your aspirations.
Topic: Mid-Year Money Check: Are You on Track with Your Financial Goals?
When: Wednesday, June 5, 2024 at 3 p.m. ET.
Where: Join the live hashtag discussion
The panel will include: Jeanne Kelly: Credit expert, identity theft expert, speaker and founder of JeanneKelly.net; Cary Carbonaro, CFP® MBA SVP, Director of Women and Wealth and CFP Board Ambassador; Ilyce Glink: Real Estate and Financial Wellness expert, author, speaker, entrepreneur and founder of ThinkGlink.com; Anna N’Jie-Konte, CFP®: President of Re-Envision Wealth and host of the Financial Powerhouse Podcast; Yanely Espinal: Director of Educational Outreach for Next Gen Personal Finance; Beverly Harzog: Credit Card Expert, Bestselling Author, columnist and podcast host of Your Personal Economy; Rod Griffin: Senior Director, Consumer Education and Advocacy, Experian; Jennifer White: Consumer Education and Advocacy Team, and Christina Roman: Consumer Education and Advocacy Manager at Experian.
Gift Card Giveaway
Enter here for a chance to win a $50 Amazon gift card! We will be announcing a winner at the end of the chat. Entry Period: Raffle open now and closes at the end of this chat at 4 p.m. ET.Complete rules here.
Questions we will discuss:
- What items should you consider when performing a mid-year financial check-in?
- How can people assess their progress toward their financial goals halfway through the year?
- How do you adjust your financial plan to ensure you meet your goals in a volatile economy?
- What strategies can help individuals boost their savings or investment accounts for the remainder of the year?
- What resources or tools are helpful for conducting a thorough mid-year financial evaluation?
- How do you assess your credit health beyond a credit score?
- How can you assess your net worth and what role does it play in your financial health?
- In what ways can unexpected expenses or setbacks impact your ability to stay on track with your financial goals, and how can you overcome these obstacles?
- What role does budgeting play in helping you stay aligned with your financial objectives, and how do you ensure adherence to your budget?
- How can someone leverage a mid-year financial assessment to plan effectively for the upcoming year?
Check out our complete list of upcoming personal finance Twitter chats here