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Spring Cleaning Your Finances

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Manage episode 408947258 series 3562979
Content provided by FORUM Credit Union. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FORUM Credit Union or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Andy discusses why Spring is the perfect time to clean up your finances. He focuses on five key areas: financial institutions, credit & debt, estate planning, retirement & investments, and cash flow, planning, and budgets. Don't put it off, spring cleaning your financial life is a great opportunity to improve it!

For more information, please visit us at Smarter Money Life

You can also view this episode with captions here: Smarter Money Life on YouTube

Reference to, or information about, any specific product or service by name, trademark, trade name, or service mark in the Smarter Money Life podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA.

© 2024, FORUM Credit Union. All rights reserved. Reproduction in any form is prohibited.

  continue reading

15 episodes

Artwork
iconShare
 
Manage episode 408947258 series 3562979
Content provided by FORUM Credit Union. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FORUM Credit Union or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Andy discusses why Spring is the perfect time to clean up your finances. He focuses on five key areas: financial institutions, credit & debt, estate planning, retirement & investments, and cash flow, planning, and budgets. Don't put it off, spring cleaning your financial life is a great opportunity to improve it!

For more information, please visit us at Smarter Money Life

You can also view this episode with captions here: Smarter Money Life on YouTube

Reference to, or information about, any specific product or service by name, trademark, trade name, or service mark in the Smarter Money Life podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA.

© 2024, FORUM Credit Union. All rights reserved. Reproduction in any form is prohibited.

  continue reading

15 episodes

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