Filing Cabinet or Fire Box? Sorting Out Your Financial Paperwork

Send us Fan Mail 📱 Want expert help in planning for your financial future? Schedule a check-in meeting with Steve:  https://calendly.com/steven-powerhouse-advisor/sce-employee-401k-retirement-meeting?month=2026-05 ⚡ Get your no-cost Retirement Toolkit: https://keap.page/ngt919/toolkit.html Somewhere in a drawer, a filing cabinet, or a shoebox in the closet, most of us are holding onto financial paperwork we don't actually need. And we’re probably missing a few things we do need. Steve helps sort out what stays, what goes, and where it all belongs. Nobody loves paperwork, but a little bit of organization now saves a lot of scrambling later for you and for whoever has to help sort it out someday. When in doubt, ask us before you shred it. Here’s some of what we discuss in this episode: 🧾 Tax Records: Knowing how long to retain W-2s and supporting documents 📊 Statements: Keeping investment records organized without creating unnecessary clutter 🪪 Identity Records: Safeguarding birth certificates, Social Security cards, and passports 💍 Marriage Records: Keeping documentation that establishes important legal relationships 🏦 Loan Documents: Holding onto the original terms of mortgages, auto loans, and other debts 🗑️ Safe Disposal: Shredding sensitive paperwork instead of simply throwing it away ☁️ Digital Storage: Using secure backups and cloud storage to make records easier to access Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html YouTube:  https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg Book your financial check-in meeting with Steve: https://calendly.com/steven-powerhouse-advisor/sce-employee-401k-retirement-meeting?month=2026-05  Other ways to get in touch: Phone: (775) 266-8867 Our website: https://powerhousefinancialadvisors.com/ Email: [email protected] LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/ Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors This podcast is provided by Powerhouse Financial Advisors Inc. ("PFA"), a state-registered investment adviser. The information provided is for informational and educational purposes only and should not be considered personalized investment advice. PFA does not guarantee the accuracy, completeness, or suit...