Check Your Balances

Does Your Money Need Spring Cleaning?

Ross Anderson, CFP® and Daniel Messeca, CFP® Episode 272

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0:00 | 28:47

As the seasons shift and the weather clears, it is the perfect time to open the windows, clear out the dust, and take a fresh look at your financial life. This week on Check Your Balances, we are diving into a comprehensive "Spring Cleaning" checklist for your money. Whether you are looking to simplify your accounts or maximize your savings rate, a little seasonal maintenance goes a long way toward long-term clarity.

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