Let’s Perform a Mid-Year Financial Check-In

Our weekly #CreditChat started 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 @Experian on Twitter and all are welcome to participate. DM us any questions.

Tune into this week’s #CreditChat about the importance of performing a mid-year check-in. We’ll discuss the different aspects of your finances you should review and how you should adjust your goals for economic factors like inflation and more.

Topic: Let’s Perform a Mid-Year Financial Check-In

When: Wednesday, June 21, 2023 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; Todd Christensen: AFCPE® Accredited Financial Counselor®, Author of Everyday Money for Everyday People, and Education Manager at MoneyFit.org; Danielle YB Vason:Founder ofSheMakeCents; Beverly Harzog: Credit Card Expert and Consumer Finance Analyst for U.S. News and World Report; Rod Griffin: Senior Director, Consumer Education and Advocacy, Experian 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:

  1. It’s the middle of June! Are you on track to meet your financial goals for the year?
  2. What items should you review in a half-year financial check-up?
  3. Why is it important to check your credit when performing a financial check-up?
  4. If you are not on track to achieve your goals, how can you use your budget to help you get back on track?
  5. How can you adjust your goals to account for economic factors like inflation?
  6. What are some steps you can take to ensure your investments are where they need to be in the current economic environment?
  7. How can you ensure your current investment strategy is aligned with your goals?
  8. If you take on side work to help you achieve your goals, how can you ensure that you are prepared for the tax implications?
  9. How can a regular financial check-up help you save for emergencies or determine if it’s the right time to tap into your emergency savings?
  10. Any final tips for performing a mid-year check-in?

Check out our complete list ofupcoming personal finance Twitter chats here.

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