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Regular Finance Check-ins: Peace of Mind & Progress

Regular Finance Check-ins: Peace of Mind & Progress

Fresno News Today | 2 Min News | The Daily News Now! · The Daily News Now!

March 16, 20261m 18s

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Show Notes

Certified financial therapist Samuel Molina emphasizes the importance of regular financial check-ins. He suggests reviewing big-picture goals every six months to a year, updating safety nets like insurance every three months, and tracking income and expenses monthly. Weekly receipt organization and automatic savings transfers offer additional quick wins, fostering consistency and peace of mind.

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