Encore Episode: Dealing with Financial Paperwork
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 8 June 2016
⏱️ 30 minutes
🧾️ Download transcript
Summary
For many of us, the biggest headache is dealing with financial paperwork produced by pensions, policies and investments. But there is an easy way to sort things out, you just need to follow some simple rules.
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Dealing with financial paperwork
Back in Session 22 I outlined the basics of trusts, covering how they are set up, the important parties, the powers and duties of trustees and the key benefits. This time, I want to cover the key points in your financial life when trusts are invaluable.
In this session, you'll discover:
- The worst thing you can do when filing financial paperwork
- How long you should keep different kinds of paperwork
- How to decide what to keep and what to shred
- The basic stationery you need
- An amazing software tool which I love
The full shownotes for the original version of session are right here. There's no transcript available this week
Join the conversation
I love to read and respond to your comments, so please do join in and share. Question: What is your biggest chellenge when dealing with financial paperwork?
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Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money podcast session number. |
| 0:02.9 | Oh, oh no. |
| 0:03.8 | It's an encore episode. |
| 0:06.3 | Wozowski, you didn't file your paperwork last night. |
| 0:09.9 | Oh, that darn paperwork. |
| 0:11.7 | Wouldn't it be easier if it all just blew away? |
| 0:20.5 | This is the podcast dedicated to helping you put your finances in order. |
| 0:25.4 | My name is Pete Matthew and I'm going to share with you everything you need to know on everything you need to do to secure your financial future. |
| 0:31.9 | I'm here to help you make sense of money. |
| 0:43.4 | Okay. of money. Here we are. |
| 0:44.2 | Once again, great to have you with me. |
| 0:46.4 | For many of us, the biggest headache of having anything to do with personal finance |
| 0:51.9 | is dealing with the reams of paperwork produced by policies and investments and pensions and stuff like that. |
| 0:59.0 | If I had a pound for every client I've come across who files, and I'm doing air quotes here, files their statements in the envelopes that they come in, |
| 1:07.2 | and then just puts them in the third drawdown on the left, I'd be a rich man. |
| 1:11.8 | But there is an easy way to sort things out and to clear the financial paperwork and stay on top of it. |
| 1:17.8 | Just need to follow some simple rules. |
| 1:19.3 | And so that's what we're going to be talking about. |
| 1:21.3 | Now, this is an unscheduled encore episode. |
| 1:23.8 | It's not often I do this. |
| 1:24.7 | I think I've done it sort of five times in three and a half years, something like that. Last week, I was away at the Content Marketing Academy Conference |
| 1:31.7 | in Edinburgh. There was an amazing array of world-class speakers, and then there was me. |
... |
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