S.1 - E.13 Your Mid-Year Financial Checkup

Summertime is for flip-flops and financial tune-ups. In this episode, Greg and Tom walk you through a four-part mid-year checklist: taxes, insurance, estate planning, and retirement savings. You'll hear practical tips on everything from saving money on your car insurance to gifting appreciated assets to your kids, plus what to ask your tax advisor now (not next April).