In this episode of the Financial Power Play, I, Brett Cranson from Uptown Wealth Management, dive into creating a mid-year financial game plan for hockey families and professionals. Drawing parallels between hockey strategies and financial planning, we discuss the importance of reviewing goals, taxes, and savings midway through the year.
Key topics include evaluating your current cash flow, making necessary budget adjustments, optimizing contributions to RSPs, TFSAs, and RESPs, and recalibrating financial goals. I also share actionable steps and real-life examples to help you stay on track and finish the year strong.
00:00 Introduction to Financial Power Play
00:22 Mid-Year Financial Game Plan
01:04 First Period: Resetting Your Bench
02:52 Second Period: Mid-Year Tax and Savings Check
04:26 Third Period: Adjusting Goals and Strategies
05:49 Overtime: Quick Tips and Wrap-Up
06:24 Closing Remarks and Next Steps
Thank you for joining us on this episode of The Financial Power Play. I'm excited to continue bringing you stories, insights, and strategies to help you build a financial future as strong as your passion for hockey.
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Until next time, stay focused, stay flexible, and keep playing your game!