Financial Housekeeping in Retirement
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 27 May 2020
⏱️ 19 minutes
🧾️ Download transcript
Summary
As we've said a time or two here, retirement represents quite a change from life at the coalface. You've done things the same way financially speaking for ages, and now things are looking a little different. Today I want to go over some financial housekeeping that will stand you in good stead for a spree-free financial retirement.
Transcript
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| 0:00.0 | I folks and welcome to the Meaningful Money Podcast. This is season 17 episode 3. |
| 0:07.0 | This is the podcast dedicated to helping you put your finances in order. |
| 0:18.0 | My name is Pete Matthew and I'm going to share with you everything you need to know and everything you need to do to secure your financial future. |
| 0:24.4 | I'm here to help you make sense of money. |
| 0:27.0 | Here we are once again great to have you with me now as we've said a time or two here on the |
| 0:38.2 | podcast retirement represents quite a change from life at the coal face, your pre-retirement life. |
| 0:44.8 | You know, you've done things the same way, financially speaking for ages as you've been building |
| 0:48.7 | wealth. |
| 0:49.7 | Now things are going to look a little bit different and today I want to just go over some basic |
| 0:54.4 | financial housekeeping that will stand you in good stead for a sort of hassle-free retirement. |
| 1:01.3 | So after the main body of the show as usual I'll look at a recent review that's been left, |
| 1:04.8 | announced what we're going to be talking about next week, but before all that, as usual, |
| 1:08.4 | remember, this podcast continues to be brought to you with the help of my friends at seven investment management. |
| 1:13.0 | They've been helping me out here for ages now, nearly 10 years. |
| 1:17.3 | It's approaching 10 years which is just incredible. |
| 1:19.2 | So I'm so grateful to them for doing that. |
| 1:21.4 | Please do check out what they're up to |
| 1:23.2 | there at 7.m.co. UK that's the number 7 i.m. dot co. UK little |
| 1:29.6 | teaser actually gonna be finding a little bit more about what they're up to next week as it's |
| 1:33.8 | lost quite nicely into this season. Now, I firmly believe that managing your finances really |
| 1:40.7 | shouldn't take any more than 30, maybe 60 minutes a month, and you actually |
| 1:46.3 | don't need to address things monthly, but in order for that to be true, I think things need |
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