Hi folks and welcome to the Meaningful Money Podcast this is season 16 episode 3.

This is the podcast dedicated to helping you put your finances in order.

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. I'm here to help you make

sense of money.

Here we go, once again again great to have you with me. Thank you so much for joining me.

We spent some time last week talking about refining our vision, setting our goals for retirement and putting some numbers on it.

All right, really important that we do that.

So now that we know where we're going, we need to just stop and take stock of where we are now and we need to really understand all the

provision that we've already made towards our goal of financial independence

right that's where we're going today you know it's important not to lose track of where we're at

sometimes we you know amass all kinds of different bits of money and policies and

plans and stuff it's important to take stock and know where we are. So today we're talking about getting current

So after the main body of the show as usual I'll look at the most recent review that's been left

And now that's what we're going to be talking about next week, but before any of that, you know the drill by now.

This podcast continues to be brought to you with the help of my friends at 7 Investment Management.

They've been helping me out here since the spring of 2011, which is just nuts.

It shows incredible. incredible fortitude on their

part and and a lot of trust on their part as well so I'm really grateful to them

for continuing to support what I'm doing here please do check out what they're up to

they're at 7 i.m at 7.0.k.

That's the number 7.I.m.

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