Tag: Spring Cleaning
Spring Clean Your Finances: 5 Essential Tips for a Fresh Start (Ep. 90)

Spring Clean Your Finances: 5 Essential Tips for a Fresh Start (Ep. 90)

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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  • Consolidating outdated retirement accounts to cut down on fees and overlap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: 

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Spring Cleaning! 10 Tips to Clean up your Finances (Ep. 14)

Spring Cleaning! 10 Tips to Clean up your Finances (Ep. 14)

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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:

Connect with Josh Leonard: 

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