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349 - The Paper Solution - How to Organize Past, Present & Future Monies

349 - The Paper Solution - How to Organize Past, Present & Future Monies

FromOrganize 365 Podcast


349 - The Paper Solution - How to Organize Past, Present & Future Monies

FromOrganize 365 Podcast

ratings:
Length:
13 minutes
Released:
Aug 21, 2020
Format:
Podcast episode

Description

In The Paper Solution, I teach you how to ditch your file cabinet and replace it with portable, functional binders for reference papers. The Paper Solution will tell you how to set up your binders, gives you access to sample printables, and gives you a list of what to include in each of the binders I recommend you create.  The Financial Organizing Binder In full honesty, this is last binder I made for myself, but it was probably the most important binder I made. Money can be a tricky and emotional topic, so give yourself grace if you are new to this topic. I help as the executor of both my grandmother and my father, and I saw what a blessing it is to the people you love to have your financial papers in order and organized.  The Financial Organizing Binder is meant to keep track of past purchases and closed loans, current bill pay checklists and active accounts, and dreams for the future with retirement accounts and some celebration of life (funeral) information. It is meant to be a help to your family, or you can use it when you need to settle someone else's estate.  The Financial Organizing Binder allows you to keep your past, present, and future finances together in a portable and organized system. For details on what to include in your binder, listen to the podcast and then check out page 196 of The Paper Solution. 
Released:
Aug 21, 2020
Format:
Podcast episode

Titles in the series (100)

Lisa Woodruff is a home organization expert, productivity specialist, and author of The Mindset of Organization, Take Back Your House One Phase at a Time, and How ADHD Affects Home Organization. Lisa teaches functional organizing and is often caught quoting, “done is better than perfect” and “progress over perfection.” Lisa’s sensible and do-able organizing tasks appeal to multiple generations. Her candor and relatable style make you feel she is right there beside you, helping you get organized as you laugh and cry together. Lisa believes organization is not a skill you are born with. It is a skill that is developed over time and changes with each season of life. Lisa has helped thousands of women reclaim their homes and finally get organized with her practical tips, encouragement, and humor through her blog and podcast at Organize365.com.