Retirement Elevated Podcast with Sean Lee

What Important Documents Should You Keep?

July 22, 2021

Ever wonder what you should keep or what you can toss? Let’s discuss your important financial documents and how long you need them.


Read more and get additional financial resources here: 


What we discuss on this episode: 

0:26 - Sean’s enjoying summer time. 

1:11 - What tax documents should you keep on file?

2:59 - What healthcare documents do you need?

5:20 - What other legal documents do you need to keep?

7:34 - What asset or debt related documents do you have?

9:25 - What do business owners need to keep?

11:13 - What about your mortgage?