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125: Spring Cleaning & Unclaimed Assets
Episode 125

125: Spring Cleaning & Unclaimed Assets

The Momentum Advisors Show

April 23, 202351m 17s

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Show Notes

It's time for some spring cleaning! But we're not talking about your closet or your refrigerator, we're talking about your old, dusty assets. Often times so many of us move cities or change jobs and leave a litter of old banking and investment accounts in the wind. You stopped receiving statements and ultimately you forget all about those assets. On this episode we talk about who should be looking for these accounts and how to get the money back in your hands.