Ep 73: Spring Cleaning Your Finances
How Money Works
English - March 16, 2023 09:00 - 11 minutes - 16.3 MBInvesting Business News Business News cfp northcarolina retire winstonsalem finance financial financialplan greensboro maestrowealthadvisors money Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 72: Financial Wisdom From Yogi Berra
Next Episode: Ep 74: Hindsight Is 20/20 in Financial Planning
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. Today we’ll share what principles we can take from a closet clean out that we can apply to our financial lives.
On this episode, we’ll share:
Why you need to move 401ks when you leave a company. (0:34) Why you need to dust off your life insurance. (2:10) What to do with money sitting in a savings account. (8:15)
Listen to more of our conversation in the podcast or reach out to us to talk about your financial situation and goals.
Contact Maestro Wealth:
Web: https://maestrowealth.com/
Email: [email protected]
Phone: 336-448-1086