It's Not Urgent Until the Basement Floods: Cleaning Out and Organizing Financial Clutter

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Today's episode is focused on all those financial things that have slipped down your to-do list. You'll hear about how things are fine...until they're not:Just as you cram stuff in boxes in your basement and then forget about it, we make financial decisions once and then forget about them.Hear Jeremy's personal stories of sump pumps, sneaky phone bill and mortgage hikes, and savings accounts changes made by big banks hoping you'll never check in on them.Learn why you need to make sure you're not still investing like you're in your 20s when you're in your 50s or older.Listen about how to address the emotional side of opening up those old financial boxes.Then finish up with what's new in Hanover and Watertown and of course a dad joke from Jeremy.Learn more about Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.