📞 Get your customized planning started by booking a 15-minute consultation:
https://calendly.com/erg-slc/15minutediscoverycall
📘 Grab Your FREE Copy of "Rounding Third"
http://rounding-third.elevatemyretirement.com/
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/
Contact us:
(801) 639-0095
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Bleep! with Ana Navarro
Fear thrives in silence and confusion. Ana Navarro rejects both. Her voice is an antidote to today’s chaos. Her new podcast, Bleep! with Ana Navarro, takes on today’s most pressing issues with the voices most connected to it: decision-makers, political leaders, cultural shapers, and people on the frontlines of the story. The conversations acknowledge the emotions we all feel—despair, sadness, fear— but emerge with knowledge, perspective, and hope. The belief is simple: fearless dialogue can transform fear into courage, and courage into change. When fear dominates the headlines, this show digs deeper. Because information, debate, and conversation don’t just ease fear, they give us power to shape the future.
Hey Jonas!
Hey Jonas! The official Jonas Brothers podcast. Hosted by Kevin, Joe, and Nick Jonas. It’s the Jonas Brothers you know... musicians, actors, and well, yes, brothers. Now, they’re sharing another side of themselves in the playful, intimate, and irreverent way only they can. Spend time with the Jonas Brothers here and stay a little bit longer for deep conversations like never before.