Whose money is it anyway? Unclaimed wealth and what you can do about it

Did you know that over $109 billion is reported as unclaimed money by banks, insurance companies, and financial institutions worldwide? Keeping accurate records of your financial assets is crucial for effective money management, and you won’t want to overlook this important step!

In this episode, we welcome Aadil Kadri, a seasoned financial advisor with over 20 years of experience in financial planning. He will guide us through the essentials of financial record-keeping, explaining why it’s vital and what specific items you should be documenting to ensure your wealth benefits your loved ones.

Join us on this journey to learn about consolidating your assets and achieving peace of mind, knowing your money is secure and accessible. As a special thank you for spending 30 minutes with us, Aadil is sharing a powerful and user-friendly record-keeping template that he uses himself.