Mark returns after a brief hiatus, sharing recent retirement travels to the Netherlands and Belgium, and a trip to the Las Vegas Sphere.
He then outlines a “spring cleaning” financial checklist: review subscription services and decide what to keep, cancel, or replace; evaluate credit cards with annual fees; monitor checking accounts for rising minimums/fees and use automation to avoid charges; consolidate excess savings and investment accounts; and ensure beneficiary designations are current, including transfer-on-death/payable-on-death and primary/contingent beneficiaries.
Mark urges keeping estate documents updated (will, powers of attorney, medical directives) and properly funding any living trust by retitling assets, and recommends reviewing automated payments and transfers to reduce friction and ensure on-time, in-full bill payment.
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