Simply Financial with Kevin Wray
Oct 15, 2026 · 41 min · 15 segments
Fall is a season full of change, especially visible in the leaves as they turn colors and drop to the ground. But it’s also a good time to look around and ask yourself what financial changes you…
Walter StorholtHost
The first one on the list is to think about moving over old accounts, or even if it's just one older account, might be worth doing.
Out of those 10, how many do you think have an old account they forgot about until they called the office and said, we want to come in and we prompt them to bring everything in? Out of the 10?
That's got to be at least one person that hits it every once in a while and doesn't need the tweaking.
The first one on the list is to think about moving over old accounts, or even if it's just one older account, might be worth doing.
Out of those 10, how many do you think have an old account they forgot about until they called the office and said, we want to come in and we prompt them to bring everything in? Out of the 10?
That's got to be at least one person that hits it every once in a while and doesn't need the tweaking.
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