Ep 39: Spring Cleaning Your Finances

Apr 3

For some people, it’s time for spring cleaning, and that often means diving into a cluttered closet and getting it cleaned out and organized. On today's show, we’ll share what principles we can take from the concept of spring cleaning and see how we can apply it to our financial lives.

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In this episode:

[2:22] Consolidating accounts

[4:09] Checking beneficiary designations

[4:58] Send your financial planner your taxes

[5:55] Check in on your overall financial plan

[6:48] Check in on your budget

[8:51] Update your estate documents

Nicolas Davis