5 Tips for Keeping Tax and Other Financial Records

Money Girl

Macmillan Holdings, LLC

Investing, Education, Business, Entrepreneurship, How To

4.6 • 1.8K Ratings

🗓️ 9 March 2022

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

Filing cabinet overstuffed? It's time to get clarity on which documents you can safely toss, what records you should save, and for how long. Laura reviews five tips for keeping tax and other financial records and staying compliant with IRS rules. Read the transcript on Quick and Dirty Tips. Check out all the Quick and Dirty Tips shows. Subscribe to the newsletter to get more personal finance tips. Join the conversation on Facebook and Twitter. Links: https://www.quickanddirtytips.com/ https://www.quickanddirtytips.com/podcasts https://www.quickanddirtytips.com/subscribe https://www.facebook.com/MoneyGirlQDT https://twitter.com/LauraAdams

Transcript

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0:00.0	Hey everyone and welcome back to another weekly episode.
0:09.0	My name is Laura Adams and I'm a personal finance expert, author and spokesperson who's
0:13.8	been hosting the Money Girl podcast since 2008.
0:17.3	Before we get started today, I want to ask you a very quick favor.
0:21.3	If you're getting value from the show and enjoying Money Girl, I would love for you to take
0:25.9	a moment to submit a rating or a review in whatever podcast app you're using right now.
0:32.4	That's a really easy, free way to give back to the podcast.
0:36.0	Thanks in advance for that because it helps new listeners find the show and understand
0:40.5	what we're all about.
0:41.7	Also, I'd love you to participate in the Money Girl community by sending me your money
0:46.6	questions, comments or ideas for future show topics.
0:51.0	You can leave a message 24-7 on our voicemail line, just call 302-364-0308 or you can email
1:01.1	me using my contact page at LaraDatoms.com or even connect with me on Instagram at LaraDatoms.
1:10.5	Also I'm on Twitter at LaraAdoms, no D in the middle of that handle and again, LaraDatoms.com
1:17.7	is my personal website where you can use my contact page to reach out or learn more about
1:23.4	my work, books and money courses.
1:26.3	The mission with the show is always to help you get the knowledge and motivation to prioritize
1:30.5	your finances, build wealth and have more security and less stress.
1:35.6	Every show is created to make sure you come away with practical tips and advice, to make
1:40.1	better money decisions and take your financial life to the next level.
1:44.3	If I mention something on the show that you want to review later or you want to remember,
1:48.9	we publish a companion blog post for every podcast episode in the Money Girl section at quick
	...

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