Episode 46
The Art of Better Recordkeeping (EP.46)
The Long Term Investor · Peter Lazaroff
May 4, 202212m 21s
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Show Notes
Keeping documents orderly and well-secured has long been an important part of financial management, and it's worth investing a little time to get your financial life in order if it's far from it right now.
Much of what it takes to implement better recordkeeping comes down to finding the appropriate balance between access and security.
Listen now and learn:
- A straightforward set of rules for what to keep and for how long,
- How to securely store physical and digital records
- The best way to safely dispose of documents you no longer need
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