PFA3.mp3
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 24 May 2017
⏱️ 38 minutes
🧾️ Download transcript
Summary
You’ve heard me talk several times on this show about having a strong foundation for your financial plans. In practice, this means having some insurance in place so that if the very worst happens, your plans need not be washed away. In today’s show, I’m going to look at the different kinds of insurance, how much you need and what you should look out for in the plans you already have.
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Sponsor Message
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
Audit Your Insurance
So let’s talk about a foundation. When building anything, the foundation absolutely has to be right. If you build a house without an adequate foundation, at best you’re going to get some unsightly cracks, and at worst the place will fall down.
Life throws things at us which we don’t expect. Some of those things are worse than others. Some have a greater financial impact than others. But a prudent person takes some steps to ensure that if some or all of these things happen, then the longer-term financial security of you and your family need not be compromised.
Resources
Here's the cheatsheet I've put together to summarise the things I talk about in this session: 
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Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money podcast season six, episode three. And today we're going to audit our insurance. |
| 0:11.1 | This is the podcast dedicated to helping you put your finances in order. My name is Pete Matthew and I'm going to |
| 0:21.7 | share with you everything you need to know and everything you need to do to secure your financial |
| 0:26.6 | future. I'm here to help you make sense of money. Here we are once again, folks. Great to have you with me. You've heard me talk several times |
| 0:42.3 | on this show over the last 210 episodes about having a strong foundation for your financial plans. |
| 0:50.0 | In practice, what this means is having some insurance in place so that if the very worst happens, |
| 0:56.5 | your plans need not be washed away by the storm. |
| 1:00.0 | So in today's show, we're going to look at the different kinds of insurance, |
| 1:02.7 | how much you might need, some rules of thumb to work to, |
| 1:05.5 | and what you should look out perhaps in the plans you've already got. |
| 1:09.0 | So after the main body of the show, I'm afraid I won't be reading any reviews because none |
| 1:13.6 | have been left in the last week for shame. |
| 1:16.3 | I'll tell you how to leave me a review towards the end, but I will be announcing what we're |
| 1:19.9 | going to be talking about next week. |
| 1:21.4 | Before all of that, though, remember, this podcast is brought to you with the help of my |
| 1:24.7 | friends at Seven Investment Management, who are a firm of investment managers based in London, |
| 1:29.6 | and they specialize in multi-asset investing, |
| 1:32.5 | which brings institutional level investing techniques to ordinary people, |
| 1:35.9 | just like you, just like me. |
| 1:38.4 | Seven IM continue to put their name to the show and to the site and everything |
| 1:42.4 | because they believe in what I'm doing, |
| 1:44.4 | trying to get decent, easy to understand financial information out to the world. |
... |
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