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The Meaningful Money Personal Finance Podcast

Positioning The Pieces For An Optimum Retirement

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.91.7K Ratings

🗓️ 26 February 2020

⏱️ 20 minutes

🧾️ Download transcript

Summary

Last week we spent some time getting current with all our amassed pension plans investments bank accounts and insurance policies. Today we need to decide what we are actually going to do with all that information…

Transcript

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0:00.0

I folks and welcome to the Meaningful Money Podcast this is season 16 episode 4.

0:07.0

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

0:16.6

My name is Pete Matthew and I'm going to share with you everything you need to know and

0:19.7

everything you need to do to secure your financial future. I'm here to help you make sense of money.

0:27.0

Here we are once again. Great to have you with me. Thank you so much for joining me.

0:37.4

Last week we spent some time getting current with our sort of a mass pension plans, investments, bank accounts, insurance policies, all that stuff.

0:46.0

And today we need to decide what we're actually going to do with all that information.

0:51.0

Calling today's episode, positioning the pieces. After the main body of

0:55.5

the show as usual I'll look at a review that's been left and now that's what we're

0:58.4

going to be talking about next time. Quick ad for Meaningful Academy at the end as well but

1:02.1

before any of that,

1:03.0

remember this podcast continues to be brought to you with the help of my good friends at

1:07.2

Seven Investment Management.

1:09.2

They've been helping me out here on Meaningful Money for absolutely ages since the spring of 2011 incredibly

1:14.5

so that's shows incredible fortitude on their part so please do check out what

1:19.8

they're up to there at 7.I.m.co. UK that's the number 7 I.m. dot

1:24.3

UK go check them out. Okay hopefully you feel more financially

1:29.8

organized after last week's show maybe more so than you've ever done in the past.

1:35.0

Of course, for many of you, the processes we talked about last week,

1:37.8

they're second nature to you already.

1:40.0

Now ideally you'll have maybe a one-page summary of where all your money is currently held,

1:46.1

information about the charging structure, investment approach in each plan, all the stuff

...

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