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539 - Organizing Your Household Finances: Files Related to Money

539 - Organizing Your Household Finances: Files Related to Money

FromOrganize 365 Podcast


539 - Organizing Your Household Finances: Files Related to Money

FromOrganize 365 Podcast

ratings:
Length:
51 minutes
Released:
Jun 9, 2023
Format:
Podcast episode

Description

This episode is all about organizing your finances. What I’ve found is that organizing your finances isn’t just about money. The Paper Solution® Financial Binder will guide you through your files, computer and the information inside your head needed to create a complete financial binder and estate plan. As difficult as it is to think about and even talk about - you are most likely going to settle an estate someday (you may have already).Your estate will also need to be settled. The Financial Binder was created out of my own experience with settling my dad’s estate. Your life is different after you’ve settled an estate. This binder makes it as painless as possible for you to get your own financial records in place and you can also use this to help your loved ones. Listen in as I outline the four things you need to organize your finances. There is so much invisible work that needs to be made visible when it comes to our finances and estate planning. Every The Paper Solution® Binder includes a fully curated workbook. The Financial Binder’s workbook includes: Financial prep sheet Family information sheets Personal documents and contacts Financial advisor information Insurance policy information Safe deposit box inventory Financial account inventory Debts and loans record Credit card inventory Bill payment records Gift cards and reward tracking Travel rewards Retirement benefits Household inventory EPISODE RESOURCES: The Paper Solution® - get all four essential binders with training courses and a virtual paper organizing retreat! The Financial Binder The Sunday Basket® Sign Up for the Organize 365® Newsletter  Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!
Released:
Jun 9, 2023
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.