Money Talks

Money Talks: Record Keeping


Listen Later

Is paper cluttering up your home? Does it add to your stress rather than give you financial comfort? We’ll talk today about what important documents you should keep and for how long.


  • Where to store paper
  • Where to store digital
  • Tax returns and supporting documents
  • Pay stubs, bank statements, credit card statements
  • Utility bills
  • ATM receipts
  • Home purchase records
  • Home mortgage records
  • Rental records
  • Brokerage statements
  • What to keep forever
  • What else to keep
  • Dispose of paper
  • Safe digital records


IRS Topic number 305 Recordkeeping https://www.irs.gov/taxtopics/tc305


Suggestions from Ryder:

https://www.macrumors.com/2021/12/06/life360-selling-location-data-of-millions

https://gizmodo.com/verizon-may-have-just-enrolled-you-in-a-data-collection-1848156157

Hosted on Acast. See acast.com/privacy for more information.

...more
View all episodesView all episodes
Download on the App Store

Money TalksBy MPB Think Radio

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

21 ratings


More shows like Money Talks

View all
Marketplace by Marketplace

Marketplace

8,680 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,414 Listeners

Planet Money by NPR

Planet Money

30,845 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

778 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,924 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

730 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,434 Listeners

The Daily by The New York Times

The Daily

111,917 Listeners

Up First from NPR by NPR

Up First from NPR

56,285 Listeners

The Indicator from Planet Money by NPR

The Indicator from Planet Money

9,568 Listeners

The Long View by Morningstar

The Long View

885 Listeners

Fiction - Comedy Fiction by The Sunset Explorers

Fiction - Comedy Fiction

6,447 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,365 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

738 Listeners

On Investing by Charles Schwab

On Investing

286 Listeners