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The Meaningful Money Personal Finance Podcast

MMP141: New Year Questions

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.91.7K Ratings

🗓️ 6 January 2016

⏱️ 24 minutes

🧾️ Download transcript

Summary

It’s a New Year, a time for taking stock, planning ahead and getting motivated. Today I have eight questions for you to ask yourself at the head of the year. Questions to help you focus you attention on your financial health this year.

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Sponsor Message

7IM Logo

This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk

In this session:

Back in New Year 2014 (when I had also just moved house, co-incidentally) I did a session on goal setting. Obviously it is the time of year to do sessions like that, and that session is worth going back over, but this year I want to do something a little different and give you some questions to ask yourself to get you thinking about what you want to achieve this year and how you might go about it.

Here are the eight questions:

  1. What is going to be important to me this year?
  2. How am I going to prioritise these things each day/week/month?
  3. What was important to me last year, and did I succeed in prioritising these things?
  4. What can I learn from 2015 that I can apply in 2016?
  5. What are my financial goals right now?
  6. Can I stretch these goals more than I already am?
  7. How can I earn more money in 2016?
  8. How can I give more in 2016?

So, just a few questions to start the year off in the right frame of mind and to set yourself on a track to financial success and abundance this year. I’d love to know how you have answered these for yourselves, so do leave a comment below:

***A full transcript will be available shortly - check back soon (Out of routine for the New Year, sorry!)***

Resources mentioned in this show

Join the conversation

I love to read and respond to your comments, so please do join in and share. Question: How have you answered these questions for yourself? What have you decided as a result?

Transcript

Click on a timestamp to play from that location

0:00.0

Hi folks, and welcome back to the Meaningful Money podcast. It's session number 141.

0:06.4

There were some questions which I was forced to ask. I got no answer.

0:18.4

This is the podcast dedicated to helping you put your finances in order. My name is Pete Matthew

0:24.8

and I'm going to share with you everything you need to know and everything you need to do to secure

0:29.0

your financial future. I'm here to help you make sense of money.

0:55.4

Well, hey, happy new year, folks. Welcome back to the Meaningful Money podcast. Great to have you with me once again. It is a new year, which is a time for taking stock, planning ahead, getting motivated for the year ahead. Today, I've got eight questions for you to ask yourself here at the head of the year questions to help you focus your attention on your financial

1:00.0

health this coming year. So as usual, after we've covered all that, I'll look at some reviews

1:05.4

which have been left recently and I'll announce what I'm going to be talking about next time,

1:09.3

of course. But first, as I always

1:10.9

remind you, this podcast is brought to you with the very, very kind help of my friends at Seven

1:15.2

Investment Management, who are a firm of investment managers based up in London. They specialize,

1:20.1

particularly in multi-asset investing, which brings institutional level investing techniques to

1:24.8

ordinary people like you and me. Seven- I.M. continue to put their name to

1:28.3

my show here and to the site because they believe in what I'm doing, which is trying to get decent,

1:32.3

easy to understand, easy to apply financial information out to the world. I'm really grateful to them

1:37.4

for their ongoing support. I wouldn't want to do it without them. You can see what they're up to. Please do go check them out. They're at 7im.com.com. That's the number 7.I.m.com.com. Go check them out. Okay. What a crazy Christmas and new year it's

1:51.2

been for me. I've moved house, which is a stupid thing to do at this time of year. It's got to be

1:55.7

said. And it wasn't the original plan when we put our house on the market, which was sort of back in spring or Easter actually, 2015. It didn't actually take that long to sell, but by the time

2:06.7

it does and the chain sort of all ties up and all gets done, we actually moved house on the 18th

2:11.6

of December, which is just ridiculous. And house we moved into needed, shall we just just say some scrubbing to get it to a livable

2:20.6

position um but it's hopefully going to be our forever home i'm very aware that i might have said

2:24.9

that two years ago when i moved moved before but this is a house that we're planning to extend

...

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