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Your Financial To-Do List for October

Year-end is right around the corner; here’s what to focus on this month.

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. We've entered the fourth quarter of 2021, and year-end will be here before we know it. Joining me to share what should be on your financial to-do list this October is Christine Benz. She's Morningstar's director of personal finance and retirement planning. 

Hi, Christine. Thanks for being here.