Ep. 36: Spring Cleaning - Organize Your Money and Plan for the Year Ahead Artwork

Your Money in 20

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Your Money in 20

Ep. 36: Spring Cleaning - Organize Your Money and Plan for the Year Ahead

May 20, 2025 • Woodward Financial Advisors

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.