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

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Recorded20 May 2025

Publisherfeeds.buzzsprout.com

Handlerec:11696229

Show notes

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].

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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