CFO Corner Week 7: Financial Account Spring Cleaning

Deeply Invested: Manage Money, Budget, Save, Invest, Build Wealth · Feb 19, 2026 · 12m

It's time for some financial spring cleaning. In this week's episode, we're tackling scattered accounts, old 401(k)s, and financial clutter.

You'll create a complete inventory of every financial account you have, identify what needs attention, and make a simple action plan to consolidate and simplify.

No closures or transfers today - just clarity.

In This Episode:

How to inventory all your financial accounts

Identifying accounts that no longer serve you

Which old 401(k)s to consolidate

Making a manageable action plan

Read the full Show Notes Here!

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