Spring Clean Your Finances

Spring cleaning isn't just for your home – your finances deserve the same reset. Lori and Jon walk through how to review your portfolio, get ahead of taxes, understand your fees, and make sure your plan is aligned with where your life is headed. Enjoy the episode! Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published May 8, 2026

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Spring Clean Your Finances

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