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Spring Cleaning Your Finances in 5 Simple Steps
Manage episode 480034309 series 3312321
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As the weather warms up and everything starts to bloom, it’s the perfect time to clear out the clutter. Not just in your closet, but in your finances too. In this episode, Austin, Josh, and Jordan walk you through a five-step financial spring-cleaning checklist.
You’ll learn:
- What to ditch from your monthly budget
- How to refocus your short, mid, and long-term financial goals
- Smart ways to rebalance your investments
- How to use this year’s tax return to plan better for next year
- Tips to organize your documents and protect your financial life
For the full video, links, and show notes, visit thewealthmindsetshow.com/s2e10
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Chapters
1. Spring Cleaning Your Finances in 5 Simple Steps (00:00:00)
2. Review Monthly Expenses & Cut Out The Clutter (00:01:08)
3. Check in on Your Financial Goals & Set New Ones (00:08:26)
4. Rebalance Your Investments & Portfolio (00:10:35)
5. Tidy Up Your Tax Strategy (00:16:42)
6. Organize & Simplify Your Financial Life (00:23:40)
7. Key Takeaways for Financial Spring Cleaning (00:25:57)
237 episodes
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