Money Girl - Your Guide for Keeping (and Ditching) Financial Records

979. This week, Laura reviews how to tidy up your financial records and save space without violating IRS retention rules. She shares seven essential tips on which paper and digital documents to safely keep (like vital records and tax forms) or ditch, and for how long.

Find a transcript here. 

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The Best One Yet - 👊 “Kirkland vs. Trump” — Costco’s tariff lawsuit. Estée Lauder’s AI perfume. Dell’s $250 donations. +TBOY LIVE TOUR

Buy tickets to the IPO Tour (our In-Person Offering)

Feb 25th in Austin, TX: https://tickets.austintheatre.org/13274/13275 

Mar 11th in Arlington, VA: https://www.arlingtondrafthouse.com/shows/341317 

Apr 8th in New York, NY: https://www.ticketmaster.com/event/0000637AE43ED0C2

June 3rd in Los Angeles, CA: https://www.squadup.com/events/the-best-one-yet-live


Costco sued the Trump admin demanding tariff refunds… but it’s also a marketing move.

Estée Lauder hired Google to sell perfume online… and deliver an ROI on AI.

Michael Dell is giving $250 to 25 million American kids… and it’ll change kid-gifting forever.


$COST $EL $DELL


Buy your TBOY Yeti Doll here: https://tboypod.com/shop/product/economic-support-yeti-doll


NEWSLETTER:

https://tboypod.com/newsletter 


OUR 2ND SHOW:

Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/


NEW LISTENERS

Fill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6


GET ON THE POD: 

Submit a shoutout or fact: https://tboypod.com/shoutouts 


SOCIALS:

Instagram: https://www.instagram.com/tboypod 

TikTok: https://www.tiktok.com/@tboypod

YouTube: https://www.youtube.com/@tboypod 

Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/

Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/

Anything else: https://tboypod.com/ 


About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.



See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Motley Fool Money - Rule-Breaking Stocks for Your Holiday Shopping List

Holiday shopping isn’t just about deals at the mall - it can be a great time to think about the businesses benefitting from all that spending. In today’s episode of Motley Fool Money, Host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to talk holiday consumer trends and two “Rule Breaking” stocks they’re putting on their 2025 wishlists.


Emily, Jason, and Asit discuss:

- How Black Friday and holiday shopping trends are shaping the story for consumer-facing businesses.

- Jason and Asit each share one Rule-Breaker style stock they think belongs on investors’ holiday lists.

- How to build your own holiday shopping list of stocks without chasing every hot deal or fad.


Companies discussed: TBBB, ALAB, WMT, AMZN, TJX, TGT, KSS, SHOP


Host: Emily Flippen, Jason Hall, Asit Sharma

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.


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Learn more about your ad choices. Visit megaphone.fm/adchoices

The Best One Yet - 🧘 “Downward-facing diss” — Lulu’s CEO beef. Top Gun’s Traders. Cyber Monday’s AI agents. +Goodwill’s Glam-Up.

Lululemon’s Founder is trolling its current CEO… Did Lulu forget how to be cool?

6 of the top 15 crypto-holding zip codes?... They’re military bases.

The theme of this Cyber Monday was AI… It’s become a deal-sniffing shopping concierge.

Plus, the most viral brand on Giving Tuesday is Goodwill.


$LULU $NKE $SPY


Morgan Adams Foundation (for the Pauls): https://morganadamsfoundation.org/jackpaul/ 

Thon (for Allison): https://donate.thon.org/participants/124875


NEWSLETTER:

https://tboypod.com/newsletter 


OUR 2ND SHOW:

Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/


NEW LISTENERS

Fill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6


GET ON THE POD: 

Submit a shoutout or fact: https://tboypod.com/shoutouts 


SOCIALS:

Instagram: https://www.instagram.com/tboypod 

TikTok: https://www.tiktok.com/@tboypod

YouTube: https://www.youtube.com/@tboypod 

Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/

Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/

Anything else: https://tboypod.com/ 


About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.



See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Motley Fool Money - Better Buy: Zscaler or Workday?

We review the results from Zscaler (ZS) and Workday (WDAY) and predict which stock is more likely to outperform over the next 10 years. Who ya got?


Asit Sharma, David Meier, and Tim Beyers:

- Review last week’s results from Zscaler and Workday.

- Predict which of the two will outperform more over the next 10 years.

- Tackle investors’ pressing Mindset questions. Have a Mindset question you’d want answered on a future show? Reach out to Tim at tbeyers@fool.com.


Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!


Companies discussed: ZS, WDAY


Host: Tim Beyers

Guests: Asit Sharma, David Meier

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.


Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Best One Yet - ⌚ “Watch University” — Rolex’s apprenticeship. Advent Calendar Marketing. Ken Burns’ loooong strategy. +3am Cyber Monday.

The Rolex CEO thinks Apple Watch actually helped Rolex sales… We’ll tell ya how

Kraft, Dior, & Skims all just launched Advent Calendars?... “Advent Advertising” is the hot new marketing trend.

Ken Burns’ “Revolutionary War” documentary proves 1 thing… Loooong can beat TikTok.

Plus, there’s a wild new time everyone’s shopping on Cyber Monday… 3am


Buy your TBOY Yeti Doll here: https://tboypod.com/shop/product/economic-support-yeti-doll


NEWSLETTER:

https://tboypod.com/newsletter 


OUR 2ND SHOW:

Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/


NEW LISTENERS

Fill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6


GET ON THE POD: 

Submit a shoutout or fact: https://tboypod.com/shoutouts 


SOCIALS:

Instagram: https://www.instagram.com/tboypod 

TikTok: https://www.tiktok.com/@tboypod

YouTube: https://www.youtube.com/@tboypod 

Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/

Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/

Anything else: https://tboypod.com/ 


About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.



See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Motley Fool Money - Interview with Rocket Lab CEO Peter Beck

Aerospace company Rocket Lab has produced big returns for long-term investors. Motley Fool co-founder and CEO Tom Gardner and analyst Seth Jason recently talked with Rocket Lab Founder and CEO Peter Beck about business, engineering, and entrepreneurship.

 

Host: Tom Gardner, Seth Jason

Guest: Peter Beck  

Producer: Bart Shannon, Mac Greer


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode


Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money - Interview With J.L. Collins, the Godfather of Financial Independence

Financial independence isn’t just about early retirement. It’s giving your future self freedom.J.L. Collins is the best-selling author of “The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life.” In this replay from earlier this year, Robert Brokamp caught up with Collins for a conversation about:


-The challenges and appeal of being a super-saver
-How to use the 4% rule
-Lessons from past market crashes
-The “self-cleansing” value of index funds


Company discussed: VTI


Host: Robert Brokamp
Guest: J.L. Collins
Engineer: Bart Shannon


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money - Black Friday’s Best Stock Gifts and Investing Lessons

Black Friday is finally here and this one-day holiday has somehow become a month-long event. But it’s a reminder that retailers have to play a new game and that’s driving the winners and losers in retail. Plus, we discuss the stocks we would give as gifts and what’s on our radar this week.


Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Spotify (SPOT), Garmin (GRMN), Roblox (RBLX), Astera Labs (ALAB), Ferrari (RACE), GE Aerospace (GE), Berkshire Hathaway (BRK-A, BRK-B), Target (TGT), Shopify (SHOP).


Host: Travis Hoium

Guests: Dan Caplinger, Asit Sharma

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.


Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices