Just like your car needs a regular check-up, so do your finances! In this mid-year money maintenance episode, we walk through 7 essential tips to help you stay on track and in control. From revisiting your financial goals and rebuilding your vacation fund to reviewing your credit report, retirement contributions, and estate plan—we cover all the bases. Whether you're optimizing your budget, checking in on your emergency savings, or adjusting your tax withholdings, this episode will help you tune up your finances for a smoother ride into the second half of the year.

Resources Mentioned:

• Credit Report: annualcreditreport.com

• IRS Identity Protection PIN: irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

• Tax Withholding Estimator: irs.gov/individuals/tax-withholding-estimator

Congress just passed one of the largest tax overhauls since 2017 — and while much of the news has focused on cuts to programs, there are several tax changes that could directly affect you.

Whether you're an employee, retiree, parent, or small business owner — tune in to learn what you need to know and learn about tax planning opportunities.

In this episode, Luis discussed changes or updates to the following:

• Tips & Overtime Income

• Social Security Taxation

• Car Loan Interest Deduction

• State & Local Tax Deduction

• Child Tax Credit

• Student Loan Changes

• And much more……….

In this episode, Luis talks about tariffs, their mechanisms, the Federal Reserve's role in inflation control, and the overall impact on personal finances.

In this episode Luis discusses:

• What tariffs are

• How tariffs work

• The Federal Reserve & Inflation

• Impact on Personal Finances

And much more…..

Resources:

Luis’ LinkedIN

Luis’ X/Twitter

Luis’ IG

On My Way to Wealth YouTube Channel