Episode
Mid-Year Money Check-In: Is Your Money Actually Doing What You Want?
- Podcast
- Everyone's Talkin' Money
- Published
- Jul 7, 2026
- Duration seconds
- 1963
- Processing state
not_requested- Canonical source
- https://www.everyonestalkinmoneypodcast.com/1541
Actions
POST https://stenobird.com/v1/public/podcasts/everyone-s-talkin-money-172936/episodes/mid-year-money-check-in-is-your-money-actually-doing-what-you-want/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/everyone-s-talkin-money-172936/mid-year-money-check-in-is-your-money-actually-doing-what-you-want.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
July is the perfect time to ask one important question: is your money actually doing what you want it to do? This is not about starting over, beating yourself up, or assuming the first half of the year was a financial disaster. It may have been just fine. You may be earning, saving, paying your bills, and doing a lot right. But sometimes “fine” is exactly where money gets stuck. In part one of this two-part mid-year money check-in, Shari Rash, founder of GWA Wealth, walks through how to review your cash flow, savings, and investments with more strategy and less shame. This episode is for the woman who has money coming in, is responsible with it, but still has the same questions sitting there six months later: What should I do with this cash? Should I be investing more? Am I saving too much? Am I on track? Why do I still feel like I do not have a clear plan? Shari explains why doing nothing is still a decision, why positive cash flow does not automatically mean your money has direction, and how to tell whether your cash is creating flexibility or sitting in limbo. You’ll learn: Why a mid-year check-in is about strategy, not shame How to ask what has changed — and what has not changed — since January Why making good money and having a plan for your money are not the same thing How to review where your monthly surplus is actually going Why cash needs a clear job How to tell the difference between useful cash and idle cash Why waiting for perfect confidence before investing can cost you time and money What to check in your retirement accounts, IRAs, brokerage accounts, and old 401(k)s Why your future does not need perfection — it needs participation This is part one of a two-part series. Start here by reviewing your cash, savings, and investments. Then come back next week…