Podknife - #24 How to Organize Your Financial Records by Retirement Answer Man

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#24 How to Organize Your Financial Records

Podcast |: Retirement Answer Man
Publisher |: Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®
Media Type |: audio
Podknife tags |: Investing,; Personal Finance,; Retirement
Categories Via RSS |: Business,; Careers,; Investing
Publication Date |: Aug 13, 2014
Episode Duration |: 00:38:47

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.

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