MMP092: Four steps to running your personal finances like a business, with Roger Whitney

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.9 • 1.7K Ratings

🗓️ 14 January 2015

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This week, I’m going to be talking to Roger Whitney, a financial planner from the US known as the Retirement Answer Man. He blogs and podcasts over at rogerwhitney.com. We’re going to be looking at four steps to run your personal finances like a business.

The best-run businesses are tight ships. Their managers keep a close eye on cost-saving, increasing the income and finding operational efficiencies. But in my experience I have met white a few business owners whose personal finances are in chaos. Today I want to see which lessons form good business management can translate into personal finances, and Roger Whitney is going to help me do that.

I really enjoyed chatting to Roger, and though we had never spoken before, it becomes clear that we’re driven by a similar desire to help ordinary people understand their finances better - so I hope that comes across.

Transcript

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0:00.0	Hi folks and welcome to the Meaningful Money podcast session number 92.
0:04.6	I wish I had a business like this.
0:06.7	There's no future in housework.
0:15.3	This is the podcast dedicated to helping you put your finances in order.
0:20.6	My name is Pete Matthew and I'm going
0:22.0	to share with you everything you need to know and everything you need to do to secure your
0:26.1	financial future. I'm here to help you make sense of money. Okay, it's session number 92 and I'm going to be talking today with Roger Whitney.
0:42.3	Now Roger is a financial planner from the US. He's known as the retirement answer man.
0:47.6	And he blogs and he podcasts over at rogerwitney.com. That's R-O-G-E-R-H-H-I-T-N-E-Y dot com, Rogerwittney.com.
0:57.2	And he and I are going to be talking at and looking at four steps to run your personal finances
1:03.5	like a business. So more on that in a minute. But use your drill after the main body
1:08.5	and after my conversation with Roger. I'll, in fact, no, I won't.
1:11.5	So I keep doing this. This is because I have a sort of set script for parts of the show.
1:15.3	There are no reviews because I'm recording this before Christmas, so there's no new reviews to report.
1:20.1	Hopefully there'll be some by the time I do the first actual recorded session in the new year.
1:26.0	And, but I will talk about what obviously I'm going to
1:28.6	discuss next time. So my weekly beg is that if this show is of any use to you, please do
1:34.0	leave me a review on iTunes. Really does help keep me near the top and helps more people find
1:38.1	out about the show. Meaningfulmoney.tv slash iTunes is where you need to go to do that.
1:43.2	Would really massively help me out.
1:44.9	So thank you very much.
1:46.7	Remember, this podcast is brought to you with the very kind of help of my good friends at
	...

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