349 - The Paper Solution - How to Organize Past, Present & Future Monies

349 - The Paper Solution - How to Organize Past, Present & Future Monies

In The Paper Solution, I teach you how to ditch your file cabinet and replace it with portable, functional binders for reference papers. The Paper Solution will tell you how to set up your binders, gives you access to sample printables, and gives you a list of what to include in each of the binders I recommend you create.

The Financial Organizing Binder

In full honesty, this is last binder I made for myself, but it was probably the most important binder I made. Money can be a tricky and emotional topic, so give yourself grace if you are new to this topic. I help as the executor of both my grandmother and my father, and I saw what a blessing it is to the people you love to have your financial papers in order and organized.

The Financial Organizing Binder is meant to keep track of past purchases and closed loans, current bill pay checklists and active accounts, and dreams for the future with retirement accounts and some celebration of life (funeral) information. It is meant to be a help to your family, or you can use it when you need to settle someone else's estate.

The Financial Organizing Binder allows you to keep your past, present, and future finances together in a portable and organized system. For details on what to include in your binder, listen to the podcast and then check out page 196 of The Paper Solution.

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Episoder(851)

728 - Project Management: Deep work for Household Project Managers

728 - Project Management: Deep work for Household Project Managers

I want you to be able to set your sights on a few projects and actually complete them each trimester. So here's the way I get my projects identified, scheduled, and completed. I love a good project, a...

18 Sep 26min

727 - Task Stacking: Get More Done in Less Time

727 - Task Stacking: Get More Done in Less Time

So how do you get project time? You must write all "I need to remember to do that" tasks down and have a scheduled time, routinely, to do them. Your brain will trust you and you, my friend, will have ...

11 Sep 20min

726 - Time, Money, and the $300 Million Impact of Household Productivity

726 - Time, Money, and the $300 Million Impact of Household Productivity

You understand the value of money but do you concretely understand the value of your time? I'm breaking down how much your time is worth and the value of the time you are saving managing your house wi...

4 Sep 24min

725 - How Planning Magically Multiplies Your Labor Day Weekend Project Time

725 - How Planning Magically Multiplies Your Labor Day Weekend Project Time

Labor day is next weekend, what projects will you be tackling? I'm sharing 4 steps to complete projects during these long weekends. Get ready to start planning what you will be doing next weekend.  It...

28 Aug 33min

724 - From Manager to Home CEO: How to Run Your Household Without a Team

724 - From Manager to Home CEO: How to Run Your Household Without a Team

The past 5 episodes have identified all the invisible and visible work, and all of the thinking and strategic planning that needs to happen in the home CEO role. How do you get it all done without a t...

21 Aug 45min

723 - Level 5 - The Strategic CEO - The Productive Home CEO Theoretical Framework

723 - Level 5 - The Strategic CEO - The Productive Home CEO Theoretical Framework

It's time to start planning, strategizing, and thinking like a CEO. The CEO has the bird's eye view of all the moving pieces of the home. The Productive Home CEO leads the management and the work of h...

14 Aug 1h 8min

722 - Level 4 - The Chief Information Officer - The Productive Home CEO Theoretical Framework

722 - Level 4 - The Chief Information Officer - The Productive Home CEO Theoretical Framework

Level 4 is going to free you from being your family google or siri. "Hey mom (or dad or you) what's the password for…?" This level frees you from being tethered to your house and instead empowers your...

7 Aug 56min

721 - Level 3 - The Household Manager- The Productive Home CEO Theoretical Framework

721 - Level 3 - The Household Manager- The Productive Home CEO Theoretical Framework

On to level 3, the household manager!  We are building in guardrails to pause, reflect, and think, without interruptions, about all the invisible work and get it all planned. For years I have stressed...

31 Jul 1h 2min

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