349 - The Paper Solution - How to Organize Past, Present & Future Monies

Organize 365 Podcast

Lisa Woodruff

Lisawoodruff, Education, Self-improvement, Entrepreneurship, Business

4.5 • 1.3K Ratings

🗓️ 21 August 2020

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

In The Paper Solution, I teach you how to ditch your file cabinet and replace it with portable, functional binders for reference papers. The Paper Solution will tell you how to set up your binders, gives you access to sample printables, and gives you a list of what to include in each of the binders I recommend you create.

The Financial Organizing Binder

In full honesty, this is last binder I made for myself, but it was probably the most important binder I made. Money can be a tricky and emotional topic, so give yourself grace if you are new to this topic. I help as the executor of both my grandmother and my father, and I saw what a blessing it is to the people you love to have your financial papers in order and organized.

The Financial Organizing Binder is meant to keep track of past purchases and closed loans, current bill pay checklists and active accounts, and dreams for the future with retirement accounts and some celebration of life (funeral) information. It is meant to be a help to your family, or you can use it when you need to settle someone else's estate.

The Financial Organizing Binder allows you to keep your past, present, and future finances together in a portable and organized system. For details on what to include in your binder, listen to the podcast and then check out page 196 of The Paper Solution.

Transcript

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0:16.4	This week's mailbag comes to us from Tricia. I thought the Sunday basket was a filing system, but it is so much more. The planning aspect. Add an entire dimension. It is great to have a place to put papers until I am ready to handle them. I know where to go when I'm ready to work. I also like the idea of writing down thoughts and ideas
0:22.0	and putting them on cards so they can be out of your
0:24.9	head but still accessible.
0:26.7	It is also great to be able to have the pink slash pockets and think about your personal
0:31.1	goals.
0:32.1	And the 2.0 slash pockets really help me break down what I am doing at
0:36.2	home as a homeschool mom. Thank you so much for this system. I will tell others
0:41.6	about this tool.
0:43.0	Do you have an Organized 365 success story?
0:46.0	If so, we would love to hear about it.
0:49.0	Please send us an email at Customer Service at Organized 365 and tell us how you have taken back your home, your
0:56.8	paper, and your life with Organized 365.
1:10.0	Welcome to the Organized 365 podcast. I'm your host, professional organizer, productivity expert, and motivational speaker, Lisa Woodruff.
1:17.0	This podcast will help you embrace progress over perfection and create lasting functional organizing in your home. I have so much to share with you
1:26.7	so let's get started. Oh my goodness the paper solution is finally here.
1:34.3	Virtually run to your favorite book retailer and get your copy.
1:38.6	The paper solution is the proven step-by-step guy for what to shred, what to save, and how to sort all the paper
1:46.8	you've been saving in boxes, bins, piles, and files.
1:51.0	85% of the papers you saved can be purged. The paper solution will hold your hand
1:56.8	as you start your own big paper sort and your weekly Sunday basket routine.
2:01.8	America is a paper-based society. We can have less paper, but we will never be paper less.
2:08.0	Listen as I dive into another paper pile to help you get it sorted.
	...

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