Financial Clutter
Wed Feb 04 2026
Paperwork. Nobody wants to deal with it.
But cleaning up your 'financial clutter' doesn't need to be a task we dread.
In this week's episode, Regina is becoming your cleaning buddy and guide for your personal paperwork clean-up. She'll take you through what to keep vs. what to toss as well as some tips and tools to stay more organized in the future.
Episode Highlights:
0:00 - Intro
0:33 - Episode open, 'financial clutter'
1:21 - What's worth keeping vs tossing
3:33 - Easy stuff to throw away
4:38 - Cleaning safely (shred it)
5:06 - Medical bills
6:14 - Utility bills and the 'big docs'
8:04 - Taxes and home improvement receipts
13:00 - Buy a shredder
21:00 - Action item and final thoughts
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am registered to do business, please visit www.forgewealth.com.
This material was prepared by Hartford Funds.
Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management.
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Paperwork. Nobody wants to deal with it. But cleaning up your 'financial clutter' doesn't need to be a task we dread. In this week's episode, Regina is becoming your cleaning buddy and guide for your personal paperwork clean-up. She'll take you through what to keep vs. what to toss as well as some tips and tools to stay more organized in the future. Episode Highlights: 0:00 - Intro 0:33 - Episode open, 'financial clutter' 1:21 - What's worth keeping vs tossing 3:33 - Easy stuff to throw away 4:38 - Cleaning safely (shred it) 5:06 - Medical bills 6:14 - Utility bills and the 'big docs' 8:04 - Taxes and home improvement receipts 13:00 - Buy a shredder 21:00 - Action item and final thoughts ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com. This material was prepared by Hartford Funds. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management.