CFO Corner Week 7: Financial Account Spring Cleaning

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]