#25 How to Organize Your Financial Records episode artwork

EPISODE · Aug 13, 2014 · 38 MIN

#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.

Episode metadata supplied by the publisher feed · Published Aug 13, 2014

Embed this episode

NOW PLAYING

#25 How to Organize Your Financial Records

0:00 38:47

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Retirement Answer Man?

This episode is 38 minutes long.

When was this Retirement Answer Man episode published?

This episode was published on August 13, 2014.

Can I download this Retirement Answer Man episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!