Episode 76: Keep It or Toss It? A Financial Document Checklist

Somewhere in a drawer, a filing cabinet, or a shoebox in the closet, most of us are holding onto financial paperwork we don't actually need. And we’re probably missing a few things we do need. Ryan sorts out what stays, what goes, and where it all belongs. Nobody loves paperwork, but a little bit of organization now saves a lot of scrambling later for you and for whoever has to help sort it out someday. When in doubt, ask us before you shred it.

Here’s some of what we discuss in this episode:

- Shredding: Disposing of documents safely

- Vital Records: Protect permanent personal documents

- Loan Paperwork: Keep until fully paid

- Client Meetings: Bring complete financial records

- Tax Records: Save returns for seven years

Go Inside the Episode: 

0:00 – Intro

0:38 – Pay Stubs

2:26 – Investment Statements

3:31 – Estate Planning Documents

4:35 – Insurance Documents

6:07 – Social Security

6:33 – Loan Paperwork

7:32 – Shredding & Document Disposal

 8:32 – Organizing Tips

9:45 – Documents to Bring to Client Meeting