Setting Up Your Own Financial Filing System

HerMoney founder Jean Chatzky did a study on the correlation between financial organization and being financially well off. She found that 72% of the financially organized were financially well off. That's more than enough reason for to get a financial filing system in place! Learn about document timelines, filing options, and protecting your documents. Being organized puts you more in control of your money! Here's a glance at this episode: [01:30] Statistical studies show that financial organization leads to better money management control. [03:53] Timelines for keeping or tossing financial documents. [09:11] Benefits to virtual filing systems. [09:50] Establishing a routine for processes and filing documents. Subscribe, Rate, Review, & Follow on Apple Podcasts This helps me support more people — just like you — to make the best money moves as they make their way to their dream life. Resources mentioned in this episode: Read "Get a Financial Life" by Beth Koblinger Learn more about Jean Chatzky Download the CGS Money Moves Packet Check out Your Guide to Organizing Financial Documents

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