Financial Futures: A Measured Wealth Podcast
Jul 16, 2026 · 28 min · 12 segments
A mid-year financial review can reveal whether your goals, spending, taxes, and priorities are still on track—or whether it is time to make an adjustment. George is joined by Measured Wealth advisor…
The thing that I think most people ignore is the fact that I think it's January 17th, right? It's, it's quitter's day.
It's when the majority of people have given up on those new year's resolutions or those annual goals.
And, you know, having, having somebody to keep you accountable and figure out where you're at with those is I think a super important thing.
What kind of progress when it comes to financial planning matters should people be keeping an eye on?
Yeah, I think it depends really on the famous financial advisor answer, right? It depends.
I think in terms of progress, you take the goals that you set for yourself at the beginning of the year, whether it's hitting certain milestones, paying down this debt, saving this much into an investment account, meeting monthly contributions, spending less.
I mean, changes happen all the time, right? And if you're having a mid-year review and it just so happens to fall perfectly in the calendar year, you're looking in June, July, right? That mid-year timeframe, I was doing a little digging earlier in preparation for the podcast.
So that means maybe a new mortgage, new property taxes, new homeowners insurance policy.
Every year your homeowners insurance renews and maybe the value on your house has gone up.
The thing that I think most people ignore is the fact that I think it's January 17th, right? It's, it's quitter's day.
It's when the majority of people have given up on those new year's resolutions or those annual goals.
And, you know, having, having somebody to keep you accountable and figure out where you're at with those is I think a super important thing.
What kind of progress when it comes to financial planning matters should people be keeping an eye on?
Yeah, I think it depends really on the famous financial advisor answer, right? It depends.
I think in terms of progress, you take the goals that you set for yourself at the beginning of the year, whether it's hitting certain milestones, paying down this debt, saving this much into an investment account, meeting monthly contributions, spending less.
I mean, changes happen all the time, right? And if you're having a mid-year review and it just so happens to fall perfectly in the calendar year, you're looking in June, July, right? That mid-year timeframe, I was doing a little digging earlier in preparation for the podcast.
So that means maybe a new mortgage, new property taxes, new homeowners insurance policy.
Every year your homeowners insurance renews and maybe the value on your house has gone up.
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