Spring Clean Your Finances: 5 Essential Tips for a Fresh Start (Ep. 90)
Are your finances due for a little spring cleaning? Just like airing out your home after winter, it’s time to dust off your financial strategy!
Join Josh Leonard as he dives into five key tips for a fresh start this spring. He explores ways to tidy up old retirement accounts, refresh your financial planning outlook, and manage risk in a market full of surprises.
Josh covers:
- Consolidating outdated retirement accounts to cut down on fees and overlap
- Reviewing and updating your financial strategy to ensure income sufficiency
- Assessing investment risks and considering portfolio adjustments
- Conducting a tax review to avoid unexpected surprises
- Strategies for more tax-efficient charitable giving
- And more!
Resources:
Connect with Josh Leonard:
- jleonard@leonardadvisorygroup.com
- LinkedIn: Josh Leonard
- Leonard Advisory Group
- 412-998-PLAN
- YouTube: Leonard Advisory Group
- Facebook: Leonard Advisory Group
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