CFO Corner Week 7: Financial Account Spring Cleaning

What this episode covers

It's time for some financial spring cleaning. In this week's episode, we're tackling scattered accounts, old 401(k)s, and financial clutter. You'll create a complete inventory of every financial account you have, identify what needs attention, and make a simple action plan to consolidate and simplify. No closures or transfers today - just clarity. In This Episode: How to inventory all your financial accounts Identifying accounts that no longer serve you Which old 401(k)s to consolidate Making a manageable action plan Read the full Show Notes Here! Thanks to our sponsor: Rakuten Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies! Connect with us on Instagram @your.money.style Visit our website for articles, resources, and more at www.liveyourmoneystyle.com Email us: [email protected]

Share this episode

Similar Episodes

トランプ関税でNISAで大損⁉投資初心者が騙されがちなNISAの仕組み

Apr 29, 2025 ·12m

ふるさと納税大転換！ポイント還元がなくなる？

Apr 27, 2025 ·11m

【番外編】大阪万博に行ったインターン生にインタビュー！

Apr 24, 2025 ·11m

建築学生が教える！不動産投資トレンド

Apr 22, 2025 ·14m

Similar Podcasts

いろはにマネーの「ながら学習」 IrohaniMoney この番組では、インターン生2人が、金融、経済、投資関連の気になる情報を分かりやすくお伝えしていきます。インターン生の会話を「ながら聴き」する感覚で一緒に勉強していきましょう！ご意見箱フォーム：https://forms.gle/TTGaVP2TJksNMKJo7ぜひお便りや感想をお待ちしています！公式X：https://x.com/irohanimoney番組のハッシュタグは「#いろはにながら」です。番組への感想をお待ちしています！いろはにマネー：https://www.bridge-salon.jp/money/姉妹サイト：https://kabu.bridge-salon.jp/姉妹サイト：https://bridge-salon.jp/(株)インベストメントブリッジ運営 Kaizen Blueprint Aldo Chandra "Kaizen" is a Japanese term for continuous improvement. This podcast provides a blueprint to learn about health, wealth, relationships and everything else in between. Through our podcast, we strive to inspire, educate, and motivate our audience to cultivate a mindset of lifelong learning, productivity, and personal development. By sharing insights, strategies, and practical tips, we aim to guide listeners on their journey towards realizing their fullest potential, fostering success, and creating lasting positive change. Chewing the Fat with WorkForge WorkForge Bite-Sized Conversations for Building a Stronger Workforce Welcome to Chewing the Fat, a podcast delving deep into the world of food manufacturing. Dive into real conversations around critical topics like staffing, retention, onboarding, and career development in this essential industry. Subscribe now to gain insights from your peers, subject matter experts and more on the biggest issues facing food manufacturers today: -Hiring and retaining employees -Addressing the challenges of the Silver Tsunami -Improving time to productivity of new employees -Engaging employees from hire to retire And more... Tune in to Chewing the Fat, a WorkForge podcast, and join the conversation on how to build and sustain a resilient, high-performing workforce in food manufacturing. Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom.

Frequently Asked Questions

How long is this episode of Deeply Invested: Manage Money, Budget, Save, Invest, Build Wealth?

This episode is 12 minutes long.

When was this Deeply Invested: Manage Money, Budget, Save, Invest, Build Wealth episode published?

This episode was published on February 19, 2026.

What is this episode about?

It's time for some financial spring cleaning. In this week's episode, we're tackling scattered accounts, old 401(k)s, and financial clutter. You'll create a complete inventory of every financial account you have, identify what needs attention, and...

Can I download this Deeply Invested: Manage Money, Budget, Save, Invest, Build Wealth episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.