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What Important Documents Should You Keep? episode artwork

Jul 22, 2021 14 min

What Important Documents Should You Keep?

from Retirement Elevated Podcast with Sean Lee Hosted by Sean Lee

Ever wonder what you should keep or what you can toss? Let’s discuss your important financial documents and how long you need them. Read more and get additional financial resources here: https://wp.me/paeqsR-cS What we discuss on this episode: 0:26 - Sean’s enjoying summer time. 1:11 - What tax documents should you keep on file? 2:59 - What healthcare documents do you need? 5:20 - What other legal documents do you need to keep? 7:34 - What asset or debt related documents do you have? 9:25 - What do business owners need to keep? 11:13 - What about your mortgage?

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What Important Documents Should You Keep?

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This episode is 14 minutes long.

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This episode was published on July 22, 2021.

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