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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. Steve shares four simple but powerful ways to refresh your financial life and make sure your money is aligned with your values and future plans. A little reflection now can go a long way toward making your financial future more secure… and less scary!

Here’s some of what we discuss in this episode:

🕰️ Make Time for Review: October is your perfect financial reset window

🚀 Progress, Not Perfection: every step forward builds financial confidence

💬 Ask Questions: don’t hesitate to reach out for financial clarity

📊 Take Inventory: review accounts, balances, and progress toward goals

🤝 Find Professional Support: the right advisor helps simplify your decisions

Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html

Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg

Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12

Other ways to get in touch:

Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
Email: [email protected]

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