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Spring Cleaning - the Financial Edition
Spring is here, and it's a great time to do some financial spring cleaning. Devin and John go over a few things you want to do:
- A fee audit
- Double-check your beneficiary designations.
- ...and more
For more information, visit the show notes at https://www.bigpictureretirement.net/111
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By Devin Carroll, CFP® & John Ross, JD
4.7
523523 ratings
Spring is here, and it's a great time to do some financial spring cleaning. Devin and John go over a few things you want to do:
- A fee audit
- Double-check your beneficiary designations.
- ...and more
For more information, visit the show notes at https://www.bigpictureretirement.net/111
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