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サマリー
あらすじ・解説
In this episode, we explore the importance of financial spring cleaning—clearing out the clutter and setting up a stronger foundation for the rest of the year. From reviewing budgets and expenses to optimizing investments and tax strategies, we cover practical steps to refresh and realign financial goals. Learn how to identify inefficiencies, adjust for changing market conditions, and ensure your financial plan is working at its best. Whether it’s refining client portfolios or tackling long-overdue financial tasks, this episode will help you and your clients start the season with a clean slate.