As the flowers bloom, the grass gets greener and our worries feel lighter, we know that spring is around the corner. You’re probably cleaning out your closets this spring or your garden beds but we’re going to talk about financial spring cleaning as this is a great time to get organized. It is a process of organizing your finances and reviewing your financial position. It can help find areas to save money, reduce expenses and improve your retirement.

In this episode, Josh Leonard discusses 10 different ways you can clean up your finances to get ready for this season and easily transition, helping you feel confident in your portfolio. 

Josh discusses: 

• How you can calculate and review your expenses 
• Cleaning up debt and checking your credit report
• How to approach that junk drawer we all dread going in to 
• Optimizing your tax strategy to pay fewer taxes in retirement
• Some strategies on how to operate inactive accounts from prior jobs or student accounts that are no longer in use
• And more

Resources:

• Schedule a meeting with the team
• FTC Credit Report Dispute
• Check your Social Security statement
• Checklist for Financial Spring Cleaning
• Register for Shred Day 

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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