S6E1: The Personal Finance Audit - An Introduction
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 10 May 2017
⏱️ 26 minutes
🧾️ Download transcript
Summary
Welcome to a brand new season here on MeaningfulMoney. I’m excited to bring you this season because I believe that it will help every single listener to this show. Today’s session will be introducing the season and helping you get ready and excited for it. Don’t worry though, it ain't just fluff - there will be some action points to take as well.
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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
The Personal Finance Audit
OK, I am calling this season of MeaningfulMoney the Personal Finance Audit. I battled with myself over what to call it. Is ‘Audit’ too dull a word? Too forensic? Will everyone understand what it means?
In the end I opted for the word audit because I want this to be a pretty thorough look over various areas of our personal financial situation, to help us identify areas which might need refining or improving. All with the aim of reaching our goals as quickly and efficiently as possible.
So today I want to outline the nine areas of your personal finances we’re going to be looking into over the coming weeks so you’re well prepared for what’s to come.
Resources
Book: Enough, How Much Money Do You Need For The Rest Of Your Life? Website: Envision Your Money
Transcript
As always there is a transcript available for the entire show. you can get it by clicking the huge blue button below:
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Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money podcast season six, episode one. |
| 0:12.6 | This is the podcast dedicated to helping you put your finances in order. My name is Pete Matthew |
| 0:18.4 | and I'm going to share with you everything you need to know |
| 0:20.8 | and everything you need to do to secure your financial future. I'm here to help you make sense |
| 0:25.9 | of money. Welcome, welcome, welcome to a brand new season here on Meaningful Money. |
| 0:38.5 | I'm really excited to bring you this season because I believe that every single listener to this show will benefit from it. |
| 0:45.8 | Last season was geared towards those thinking about retirement and although it's worth benching, actually I had lots of emails from listeners in their 20s, 30s and 40s saying how useful they'd found it, which is excellent. |
| 0:58.6 | But this season really is for everyone, no matter your time of life. |
| 1:02.0 | And today's session, I'm going to be introducing this season, helping you get ready for it, helping you get excited about it. |
| 1:07.7 | Don't worry, though, it's not just fluff. |
| 1:09.4 | There's some things you might need to think about and do before we really get into the meat of it next time. So after the main body |
| 1:16.7 | of the show today, I'm going to look at a review that's been left. I'm going to answer a listener |
| 1:19.5 | question left on voicemail. Get this, folks. Somebody's left me a voicemail. Very excited about that. So I'm going to be answering that. That's from Leo and that's |
| 1:28.0 | after the main body of the show. But before any of that, remember, this podcast is brought to you |
| 1:32.7 | with the help of my friends at Seven Investment Management. They're a firm of investment |
| 1:37.0 | managers based in London and they specialize in multi-asset investing, which brings |
| 1:41.1 | institutional quality investing techniques to ordinary people, just like |
| 1:45.5 | you and me. 7.m. continue to put their name to the show here, to the site, because they believe |
| 1:50.6 | in what I'm doing, trying to get decent, easy to understand, easy to put into action, financial |
| 1:56.1 | information out to those who need it. And I'm so grateful to them for their ongoing support. So please |
| 2:00.7 | do check out |
| 2:01.2 | what they're up to to say thank you they're at 7im.com.uk that's the number 7 i.m.com. |
... |
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