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The Meaningful Money Personal Finance Podcast

Finance OS: Retirement Reviews

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.81.6K Ratings

🗓️ 23 August 2023

⏱️ 33 minutes

🧾️ Download transcript

Summary

Today we look at how to keep the finances ticking over nicely in retirement by conducting regular reviews. Specifically, we’ll be looking at when and how.

Show Notes: https://meaningfulmoney.tv/OS13

Transcript

Click on a timestamp to play from that location

0:00.0

Hi folks, and welcome to the meaningful money podcast.

0:02.0

This is season 25 episode 13.

0:12.8

Yes, welcome back here.

0:14.5

I'm once again recording in the evening with my best buddy,

0:17.2

Rodge.

0:18.0

I think we should have like a mini free G.

0:19.4

It was some beers in that we'll get my vote.

0:21.8

But having said that, I'm not quite sure how the podcast would go,

0:24.5

because we're, we're really quite flippin' when we're sober.

0:27.7

And you've got to drive home.

0:29.1

You have to spend the night here with me and people would tell.

0:31.2

Oh, don't talk about that.

0:32.1

No, not again.

0:36.4

Boy, that was a lot of that.

0:37.9

Today we'll look at how to keep the finances

0:39.7

ticking over nicely in retirement by conducting regular reviews.

0:43.0

Specifically, we'll be looking at when and how.

0:45.7

That's right, Hen and Woow.

0:47.7

There's a certain sort of cyclical rhythm to financial planning.

0:52.3

Yeah, that's the reason we lots of things.

0:53.8

And I just think that's a good thing.

0:55.5

Yeah, I do look a good rhythm.

...

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