#25 How to Organize Your Financial Records

from Retirement Answer Man · host Roger Whitney, CFP®, CIMA®, RMA, CPWA®

My financial records are a mess. Are yours?In this episode, I'll outline the framework I'm going to use to get my recording keeping in order. Could you find that important docuement if you needed to?If not, listen and we can get organized together.In the Retirement Tip of the Week, I'll give you a framework for lending money to friends or family so you can help out without ruining the relationship.

What this episode covers

How to Lend Money to Family and Friends

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#25 How to Organize Your Financial Records

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This episode is 38 minutes long.

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This episode was published on August 13, 2014.

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