Spring Clean Your Finances: 5 Essential Tips for a Fresh Start (Ep. 90)

Are your finances due for a little spring cleaning? Just like airing out your home after winter, it’s time to dust off your financial strategy! Join Josh Leonard as he dives into five key tips for a fresh start this spring. He explores ways to tidy up old retirement accounts, refresh your financial planning outlook, and manage risk in a market full of surprises. Josh covers: Consolidating outdated retirement accounts to cut down on fees and overlap Reviewing and updating your financial strategy to ensure income sufficiency Assessing investment risks and considering portfolio adjustments Conducting a tax review to avoid unexpected surprises Strategies for more tax-efficient charitable giving  And more! Resources: Schedule a meeting with the team Connect with Josh Leonard:  [email protected] LinkedIn: Josh Leonard Leonard Advisory Group 412-998-PLAN YouTube: Leonard Advisory Group Facebook: Leonard Advisory Group