Financial Spring Cleaning Tips to Organize Your Money for a Stress-Free Year
☎️ Questions? Call or text Rob and Archie at 304-876-2619 or reach them at https://www.hoxtonpm.com
🗓️ If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation
In this week's episode of the Last Paycheck Podcast, CFP Professionals Rob Hoxton and Archie Hoxton help you “spring clean” your finances. Using the momentum of tax season, they guide listeners through practical steps for getting organized and tackling financial clutter. Rob and Archie break down how to review your spending, manage subscriptions, consolidate accounts, and improve your password security.
They share insights into why keeping too many accounts and unused subscriptions can cost you money and complicate tax time, plus tips for safeguarding against fraud and checking credit reports. The hosts also discuss the importance of regular reviews of your savings rate and investment allocations, especially as life circumstances change. If you want to start the year with greater confidence and peace of mind about your financial future, this episode is packed with actionable advice—and they offer a handy checklist to help you stay on track - email lastpaycheck@hoxtonpm.com to get it in your inbox free!
Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com
Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.
Visit:
http://www.thelastpaycheck.com
You can also listen to Last Paycheck on
Apple Podcasts:
https://podcasts.apple.com/us/podcast/last-paycheck/id1691282538
Spotify:
https://open.spotify.com/show/1TmzPXEZfKBmA37CjKDN7o
00:00 Introduction
05:38 Streamline Subscriptions, Save Money
06:25 Annual Spending Review Advice
11:41 Annual Credit Report Check
13:11 Incremental Retirement Savings Tips
#retirement #retirementplanning #financialfreedom
Видео Financial Spring Cleaning Tips to Organize Your Money for a Stress-Free Year канала Last Paycheck
🗓️ If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation
In this week's episode of the Last Paycheck Podcast, CFP Professionals Rob Hoxton and Archie Hoxton help you “spring clean” your finances. Using the momentum of tax season, they guide listeners through practical steps for getting organized and tackling financial clutter. Rob and Archie break down how to review your spending, manage subscriptions, consolidate accounts, and improve your password security.
They share insights into why keeping too many accounts and unused subscriptions can cost you money and complicate tax time, plus tips for safeguarding against fraud and checking credit reports. The hosts also discuss the importance of regular reviews of your savings rate and investment allocations, especially as life circumstances change. If you want to start the year with greater confidence and peace of mind about your financial future, this episode is packed with actionable advice—and they offer a handy checklist to help you stay on track - email lastpaycheck@hoxtonpm.com to get it in your inbox free!
Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com
Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.
Visit:
http://www.thelastpaycheck.com
You can also listen to Last Paycheck on
Apple Podcasts:
https://podcasts.apple.com/us/podcast/last-paycheck/id1691282538
Spotify:
https://open.spotify.com/show/1TmzPXEZfKBmA37CjKDN7o
00:00 Introduction
05:38 Streamline Subscriptions, Save Money
06:25 Annual Spending Review Advice
11:41 Annual Credit Report Check
13:11 Incremental Retirement Savings Tips
#retirement #retirementplanning #financialfreedom
Видео Financial Spring Cleaning Tips to Organize Your Money for a Stress-Free Year канала Last Paycheck
Tax planning retirement IRA contributions traditional IRA Roth IRA HSA college savings charitable donations appreciated securities donor advised fund tax deductions standard deduction itemized deductions qualified charitable distribution QCD end of year tax tips investment strategies Hoxton Planning certified financial planners. stocks Investing Bear Market Bull Market Diversified Stocks tax planning Retirement tips retirement planning
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30 апреля 2025 г. 19:00:39
00:17:57
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