125: Spring Cleaning & Unclaimed Assets episode artwork

EPISODE · Apr 23, 2023 · 51 MIN

125: Spring Cleaning & Unclaimed Assets

from The Momentum Advisors Show · host The North Star

It's time for some spring cleaning! But we're not talking about your closet or your refrigerator, we're talking about your old, dusty assets. Often times so many of us move cities or change jobs and leave a litter of old banking and investment accounts in the wind. You stopped receiving statements and ultimately you forget all about those assets. On this episode we talk about who should be looking for these accounts and how to get the money back in your hands.

Episode metadata supplied by the publisher feed · Published Apr 23, 2023

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125: Spring Cleaning & Unclaimed Assets

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