Ep. 36: Spring Cleaning - Organize Your Money and Plan for the Year Ahead

20/05/2025 19 min
Ep. 36: Spring Cleaning - Organize Your Money and Plan for the Year Ahead

Listen "Ep. 36: Spring Cleaning - Organize Your Money and Plan for the Year Ahead"

Episode Synopsis

In this episode, Alex Richani, CFP® and Vic Colella, CFP® discuss a few specific ways that "spring cleaning" has been materializing with our clients. You'll walk away with some ideas, and perhaps some inspiration to tidy up your financial planning this Spring. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at [email protected].