539 - Organizing Your Household Finances: Files Related to Money

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 

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