• Leslie Lewis (she/her)

Mid year review

Updated: Jul 10

We are just past the halfway point of 2022 and it's an opportunity to take stock of our financial picture, as it relates to investing. There are many ways to do this, but the simplest one is to get out our Money Journals and ask ourselves some questions:


  1. How am I doing financially?

  2. What could be improved?

  3. What is going well?

  4. How am I feeling about investing, especially given the current market Volatility?

This is also a good time to look ahead to the second half of the year, and decide what we want to get out of 2022. Are we doing what we wanted to do? Are there any unexpected setbacks or heartbreaks that need tending to? Whatever is true for you, is good. Just being aware and making notes, is progress.


I also just found a fun free tool from a coach named Rachel Rodgers: an Annual Review, (from New Year's 2020, so that's a tad outdated, but the info is solid). It has some good ideas, so that's the link. (I'm not an affiliate, I have never worked with her, but I know someone who has, and sounds like she's great!)


Let me know how you think you're doing with your investing education, your money, your goals, in the comments. As always, thanks for reading this.


Quick links:

What is Money is HERE

What is Investing is HERE

What is the MGB Investing Starter Kit? is HERE

Learn about the next MGB Investing Starter Kit Workshop by clicking HERE.





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