Hack Your Wealth

11 Essential Categories of Financial Info For Family Emergency Binders


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#47: In this week’s podcast, I explain how to create a family emergency binder using 11 essential categories of info to make it easy for loved ones to understand your finances and figure out what you have, what you owe, and what you’re owed.

What you’ll learn:

  • 11 essential types of info to include in your binder
  • Tips on how to organize documents, PDFs, spreadsheets, and videos
  • How often to update it + tips on staying organized
  • Why it’s worth starting now, even if it takes a long time to finish

Do you have a family emergency binder? What other info do you think belongs in it? Let me know by leaving a comment when you’re done.

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Links mentioned in this episode:

  • Free downloadable checklist: 11 Essential Categories of Financial Info For Family Emergency Binders
  • 16 essential estate planning checklist topics to protect your family and give you peace of mind (HYW009)
  • HYW private Facebook community

Intro/Outro: Old Bossa by Twin Musicom.

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Hack Your WealthBy Andrew Chen

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