Old accounts, forgotten 401(k)s, outdated beneficiaries, this ‘money clutter’ lurks in nearly every household.

In this episode, Jack Burnette and Alison Castellano share why cleaning up your financial junk drawer matters and how to tackle it without feeling overwhelmed. From tracking down long-forgotten retirement accounts to using state unclaimed property databases, you’ll hear real-life examples (including a $400 surprise) and practical steps to create clarity and confidence in your finances.

Expect to learn:

Common sources of money clutter
How to track down and consolidate old accounts
Why outdated beneficiaries can create major problems
Simple systems to help keep your finances streamlined

Resources:

The Journey to Sobriety and a Purposeful Life with JT Miller (Ep. 29)
Investing in Your Well-being with Karen Broadwater (Ep. 14)

Connect with Alison Castellano:

Iter Financial Wellness
LinkedIn: Alison Castellano
Facebook: Iter Financial Wellness
YouTube: The BamCam Podcast
Email: alison@iterfw.com
Call Alison: 205-504-9868

Connect with Jack Burnette:

Iter Financial Wellness
LinkedIn: Jack Burnette
Facebook: Iter Financial Wellness
YouTube: The BamCam Podcast
Email: jack@iterfw.com
Call Jack: 205-613-4994