Ep. 36: Spring Cleaning - Organize Your Money and Plan for the Year Ahead
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Ep. 36: Spring Cleaning - Organize Your Money and Plan for the Year Ahead
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À propos de cet audio
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 podcast@woodwardadvisors.com.
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