October is Financial Planning Month: Here’s Your Checklist

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October is known for cooler weather, pumpkins, and Halloween. But did you know it’s also Financial Planning Month? While it might not come with costumes or candy, it’s a perfect reminder to pause, take stock, and be intentional with your money. Today, Sean shares a practical checklist for reviewing your finances, from asking the right questions to writing down your goals and checking in on your spending habits. A little reflection now can go a long way toward making your financial future more secure… and less scary.

Here’s what we discuss in this episode:

📊 Take Inventory: gather all accounts (including those you may have forgotten about)

🎯 Set Milestones: celebrate progress and reward smart savings

🔁 Stay Consistent: small adjustments now create long-term success

🏆 Enjoy the Process: planning is about balance, not restriction

 

Schedule a 15-minute consultation:  https://calendly.com/erg-slc/15minutediscoverycall

Get your free copy of "Rounding Third:"  http://rounding-third.elevatemyretirement.com/

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