As we reach the midway point of 2019, it’s time to take an honest look at your financial wellness and assess how you’re performing for the year. It might not be fun – especially if you aren’t following your budget – but tracking your finances is essential for setting yourself up for longterm success into retirement. Use the checklist on today’s episode to evaluate your finances.See the full show notes here. Take a look at the full rundown for today's show. 0:32 – Introducing today’s discussion1:30 – Where does your checklist start? How about New Year’s resolutions.2:07 – Savings: How are you tracking through the first six months?3:34 – Example of a recent client that was off budget and the conversation they had.4:38 – If you are saving, where are you saving your money?5:35 – Why it’s important to rebalance your portfolio right now.9:19 – Recovering from money mistakes.9:37 – Taking social security at the right time.11:35 – Not having a longterm care plan is a big mistake.12:45 – You’re either not taking enough risk or you let the market run and end up having too much cash at risk.19:14 – Financial Propaganda of the Week Segment19:38 – Propaganda: Politics and elections will have a big impact on the market.22:36 – How bond funds drift into risky debt.