Financial Spring Cleaning: A Checklist for Your Money

Spring isn't just for your closet or car — it's the perfect time to clear out financial clutter and get intentional about where your money's going. We're walking through a step-by-step guide to help you refresh your tax strategy, optimize your credit and accounts, rethink your spending, and set up automation so you're not relying on willpower to stay on track. You'll get practical tips for streamlining everything from old 401(k)s to credit card rewards, so your financial life feels as organized and "light" as your favorite freshly cleaned space. Key moments: (03:10) How to check and adjust your W-4 withholdings after tax season (12:22) Before closing cards: avoid hurting your credit score (17:50) Why your emergency fund belongs in a high-yield savings account (22:58) Simple ways to optimize investments and reduce future taxes Resources mentioned: AnnualCreditReport.com — free credit report access Goodwill Donation Value Guide Monarch Money — budgeting tool There's no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon Music Leave an honest review on Apple Podcasts