2025 Mid-year financial game plan for hockey families and professionals

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.

If you enjoyed this episode, please subscribe, share it with your hockey crew, and leave a review.

Looking to build your own financial playbook? Book your consultation here.

Or visit UptownWealthManagement.com

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Until next time, stay focused, stay flexible, and keep playing your game!