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Money Girl

384 MG 3 Steps for Organizing Your Financial Records

Money Girl

Macmillan Holdings, LLC

How To, Investing, Education, Entrepreneurship, Business

4.61.8K Ratings

🗓️ 7 January 2015

⏱️ 15 minutes

🧾️ Download transcript

Summary

Money Girl reveals a simple, 3-step system for managing financial and tax records, and staying organized. Plus, learn how to determine what financial records to keep - and for how long. Read the transcript: http://bit.ly/1tPpOkJ

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Transcript

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0:00.0

I'm Laura Adams and you're listening to the Money Girl Podcast. I'm so glad to have you with me.

0:10.0

If you're a long-time listener, thanks so much for being a part of the Money Girl community.

0:14.6

And if you've just found the show,

0:17.1

a big, big welcome to all new subscribers.

0:20.4

For even more tips, be sure to connect with me on Facebook. Just do a search for

0:24.3

Money Girl there. On Twitter my handle is at Laura Adams L-A-U-R-A-M-S with no space and sign it for the free money girl newsletter.

0:35.0

In today's episode we're going to talk about how to get organized this year.

0:39.2

When life gets hectic, it's really easy to fall behind on organizing your financial and tax records.

0:46.4

Believe me, I've been there, I struggle with this on a weekly basis.

0:50.7

All of a sudden you realize that it's been weeks since you even thought about paying bills,

0:55.5

reviewing account transactions, or filing mountains of paperwork. Problem is, being unorganized is a surefire way to mess up your finances.

1:06.0

And when you lose control of your finances, you lose money.

1:10.0

So in this episode, I'll give you a simple three-step system that I use to manage my financial records and stay really organized.

1:18.0

I'll also give you a terrific resource to know exactly what financial records to keep and for how long you should keep them.

1:24.9

To read the transcript for this show and get links to all the resources that I'm going to

1:29.1

mention, just visit the Money Girl page at quick and dirty tips.com.

1:33.0

Look for episode number 384, called a three-step system for organizing your financial and tax records.

1:48.0

So let's dive right into getting organized. The ultimate goal for organizing your financial and tax records

1:52.0

is to have a paperless system.

1:55.0

I know that might sound a little intimidating,

1:58.0

but doing that would help the environment,

2:01.0

save space in your home, and keep your documents safe from theft, fire, or water

...

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