161: Keeping Your Money and Documents Organized in Case of Emergency

Wealthy Mom MD with Bonnie Koo | Keeping Your Money and Documents Organized in Case of EmergencyWhen it comes to our money, we aren’t always good at being organized. If you have money and important documents in different places, both physical and digital, it's time to make a change. I’m showing you what a money dashboard is, and how to keep your important documents organized in case of an emergency.

Having some kind of system where you can see all of your money at a glance and find information easily is a great way to stay organized. If you want to bring this kind of organization to your wealth-building journey, this episode is for you.

Tune in this week to discover how to stay organized when it comes to your money and your important documents. I’m sharing some practical strategies for staying on top of your money, how to stay secure when managing your money online, and my tips for organizing all of your important documents in case you have an emergency.

I’m pleased to announce the 2024 Money Conference for Women Physicians. This is the first conference of its kind specifically for women physicians. It’s happening from March 3rd to 6th 2024. So, to get all the details and join the waitlist, click here!

What You'll Learn from this Episode:

  • What I use to keep track of my money, investments, and retirement accounts.
  • How to keep yourself safe when managing your finances online.
  • Why having everything organized isn’t just for your own benefit.
  • How to keep your finances and documents organized in case of an emergency.
  • My strategy for having everything in order and easily accessible.

Listen to the Full Episode:

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