Old accounts, forgotten 401(k)s, outdated beneficiaries, this ‘money clutter’ lurks in nearly every household.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• Why outdated beneficiaries can create major problems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