9/19: Financial Fall Cleaning

But well, we thought with that in mind, we talk a little bit about financial fall cleaning.

So well-timed theme, you know, it's I guess under that light, the fall sweep, it's time to clear out the clutter and get focused on things.

So Interestingly, I mean, we do see that a lot.

I mean, it really kind of shows how people's mental shifts on where you're at at different points of the year actually have an impact on how you approach finances, which is kind of fun.

So, I mean, I think this is a time of year where we really do see people get engaged and want to have key action plans on what to focus on.

And what are kind of tangible takeaways that we can do this fall to hopefully try to improve where we're at or at least be more focused on where you're at financially? So we've got a great list today, great content that we'll go through on this.

And, you know, as always, Kelly, I'll just kick it off.

We do have a great mailer this week about our financial fall cleaning.

Perfect.

Goes through a checklist of items that you have, dusting off the portfolio, clearing out clutter.

check the foundations, cash flow, and dare I say, year-end planning.

So that'll be on the horizon.

If you would like your copy, give us a call at 952-544-2837 or go online to sandvoldfg.com.

Financial clutter sounds really funny to me.

What would be some examples of financial clutter? I mean, you might be lucky to have some of that,

you know? Well, for a lot of you, you might have a junk drawer and you might have change in your junk drawer.

So we can start with a very low number here and work our way up.

But no, I mean, one of the things a lot of people over the years, more and more careers are built from pieces.

Meaning

that you are not in one career your whole lifetime or one company your whole lifetime.

So you might have, you might call it an orphaned 401k.

meaning that it was a 401k you had with your former employer and you moved on to your next job and your next career.

But you did not take that with you, so to speak.

You let that just sit out there and it's still accumulating dollars, maybe not at the fastest pace, but it's still accumulating some dollars, hopefully for you.

But it's looking at how do you round that up and how do you start putting those pieces better together? together better.