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Podcast: Optimal Finance Daily - Financial Independence and Money Advice
Episode: How Long Should You Keep Your Financial Statements? by Jeff Rose of Good Financial Cents
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Episode 3257:
Jeff Rose offers a practical guide to organizing and storing key financial records, from brokerage and retirement statements to tax returns, bank statements, and insurance policies. He explains how long to keep each type of document, when it’s safe to shred them, and how to protect against identity theft. His advice balances the convenience of digital storage with the security precautions needed to safeguard your most sensitive information.
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