Financial Focus for the Fall 🍂
Autumn, when the weather starts to cool off, the leaves start falling, can be a great time to take a look at our overall financial picture and see if there are any changes and adjustments to make.
A good first question to ask ourselves: do I have a financial plan? Is my money working for me? What are my short term and long term financial goals? Am I on track for them? If so, celebrate! If not, what needs to change?
Today starts the last quarter of 2026--is there anything that needs to be completed before the end of the year? Have you been able to get started with investing, by dollar-cost averaging into an S&P500 tracking ETF? (and it can take 6 months to a year to understand that question and then be able to actually do it!)
Suggestion: Pull out your Money Journal and take 10 minutes to answer those questions for yourself. I would love to hear what you find. Let me know in the comments! And as always, thanks for reading this.
Quick Links:
What is Investing? is HERE
What is The MGB Investing Starter Kit? is HERE
Step 1 in the MGB Investing Starter Kit process is HERE
Step 2 is HERE --Keep a 'Digit Tally', like You Need A Budget or RocketMoney or our free tracker template HERE
Videos for all 12 steps of MGB Investing Starter Kit (scroll down for step 1)
Videos for all 12 tools of the MGB Investing Starter Kit (again, scroll to the bottom for tool 1)
To buy our self-paced investing course for $49, sign up by clicking HERE.
For the 90 min zoom class only during Black History Month for $98, click HERE.
To register for our ANNUAL course, click HERE.
Equity through equities.
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