Tell Your Boss I Quit!

Tell Your Boss I Quit!


Avoiding the Mid-Year Financial Slump: A Practical Guide

June 02, 2025

We’re halfway through the year, which means it’s the perfect time to hit pause and check in on your financial goals. Are you on track? Falling behind? Maybe even ahead of schedule? In this episode, we break down why a mid-year financial review is so important and how you can use this checkpoint to course-correct, optimize your cash flow, and set yourself up for a strong finish to the year. From rethinking big purchases to keeping lifestyle creep in check, we cover the mindset shifts and practical strategies that can make all the difference. Whether you're realizing you need to adjust your savings plan or you’re in a better financial position than expected, this conversation will help you navigate the second half of the year with clarity and confidence. What You’ll Learn in This Episode: ✅ Why mid-year is the best time to assess your financial progress (before it’s too late) ✅ The common financial pitfalls people overlook and how to avoid them ✅ How to separate big one-time expenses from regular spending (so they don’t wreck your budget) ✅ The "I’ll figure it out later" trap—and how to stop making financial decisions based on emotion ✅ How to reassess your financial goals when you're ahead of schedule (yes, that happens too!) ✅ Smart tax planning strategies to implement now, instead of scrambling in December Key Takeaways: