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.
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125: Spring Cleaning & Unclaimed Assets
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