no matter if you've already gone completely paperless or still have a closet,

garage, or attic filled with mystery financial documents, it's critical to know which

records to safely toss or keep and for how long. This podcast will review

how to tidy up your record keeping and save space without violating IRS retention rules

as we approach a new year and a new tax season. Welcome back, everybody. It's episode 979 of Money Girl. I really appreciate you

being here, spending a little time with me. I'm Laura Adams, an award-winning author,

on-camera spokesperson, money speaker, and founder of The Money Stack. That's my sub-stack newsletter.

Free subscribers automatically receive my money success toolkit.

It gives you the exact templates I use to manage my money.

You can learn more, ask money questions, and of course, sign up for the money stack for free at laura d.adams.com.

Or you can leave me a voice message with your question or comment by calling 302-364-0308. I'd love to

feature your question on Finance Friday. That's our weekly Q&A bonus edition of the show.

All right, let's get into seven tips for keeping and tossing financial records.

I'm just going to confess up front that I used to be one of those people that would keep

just about every financial document that came into my hands because I just thought I might

need it later.

And of course, I usually never did.

I had plenty of space and a giant four-drawer

filing cabinet where paper went in and it rarely came out. Well, it's been a while, but I mentioned

on the podcast that I had to face this problem when my husband and I moved from Florida to

California over a decade ago. Now we're back in

Florida, but this was our first cross-country trip. And not only did that filing cabinet weigh a ton

...