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The Meaningful Money Personal Finance Podcast

Jun 8, 2016

For many of us, the biggest headache is dealing with financial paperwork produced by pensions, policies and investments. But there is an easy way to sort things out, you just need to follow some simple rules.

Dealing with financial paperwork

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Dealing with financial paperwork

Back in Session 22 I outlined the basics of trusts, covering how they are set up, the important parties, the powers and duties of trustees and the key benefits. This time, I want to cover the key points in your financial life when trusts are invaluable.

In this session, you'll discover:

  1. The worst thing you can do when filing financial paperwork
  2. How long you should keep different kinds of paperwork
  3. How to decide what to keep and what to shred
  4. The basic stationery you need
  5. An amazing software tool which I love

The full shownotes for the original version of session are right here. There's no transcript available this week

Join the conversation

I love to read and respond to your comments, so please do join in and share. Question: What is your biggest chellenge when dealing with financial paperwork?

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