Quick Wins with your Investments

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.8 • 1.6K Ratings

🗓️ 1 December 2021

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

Many of us have amassed investments over the years. They might be old workplace pensions, or funds we chose because we saw a nice advert in the Sunday papers. But are these disparate pots of money really serving us as we build wealth for our future? Is there anything we can do to optimise them?

Transcript

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0:00.0	Hi folks, and welcome to the Meaningful Money Podcast.
0:02.3	This is season 21, episode five.
0:13.3	Hello, hello, great to have you with us.
0:14.6	Once again, we are continuing season 21,
0:17.6	talking about quick wins.
0:19.2	This week, we're talking about quick wins
0:21.0	you can make with your existing investments
0:23.5	to make sure they fit for purpose.
0:25.1	And we're really talking about, perhaps,
0:27.2	those who have come across the show
0:29.5	and want to get sort of really serious
0:31.7	about their investing perhaps for the first time, right?
0:34.6	Yeah, I think we could all massive bit of stuff over time,
0:38.2	but you know, podcast listeners who have never
0:40.1	come into this thing and actually, I'm going to use that word.
0:42.4	They want to be intentional with what they're doing.
0:44.4	Marvelous, well done, big tick for you.
0:46.0	Yeah, I've been trained.
0:47.7	As usual, after the main board of this show,
0:49.4	we'll read the reviews, been left by a listener,
0:51.9	answer a listener question,
0:53.4	and also announce what we're going to be discussing
	...

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