Episode 25
#25 How to Organize Your Financial Records
How to Lend Money to Family and Friends
Retirement Answer Man · Roger Whitney, CFP®, CIMA®, RMA, CPWA®
August 13, 201438m 47s
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Show Notes
My financial records are a mess. Are yours?
In this episode, I'll outline the framework I'm going to use to get my recording keeping in order. Could you find that important docuement if you needed to?
If not, listen and we can get organized together.
In the Retirement Tip of the Week, I'll give you a framework for lending money to friends or family so you can help out without ruining the relationship.
Topics
moneyorganizationfamilyFriendsretirementlending