S6E5: Audit Your Portfolio
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 7 June 2017
⏱️ 35 minutes
🧾️ Download transcript
Summary
In this season, we’ve been looking at each individual area of your personal finances, to make sure that nothing has drifted from lack of attention. Financial success requires you to be intentional and deliberate in everything you do, but so many people drift through life amassing pensions, investments and policies, and often have the underlying money invested in poor, default funds.
So today we’re turning the spotlight on your portfolio, that is, the underlying investments which will drive your financial success.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hi folks and welcome to the Meaningful Money podcast season six, episode five. Oh, it's more than I'm in Edinburgh. |
| 0:12.9 | Promise no more rubbish Scottish accents, but this is the podcast dedicated to helping you put |
| 0:18.3 | your finances in order. My name is Pete Matthew and I'm going |
| 0:21.3 | to share with you everything you need to know and everything you need to do to secure your |
| 0:25.3 | financial future. I'm here to help you make sense of money. Welcome back folks. Great to have |
| 0:37.4 | you with me once again. In this season, season six, the personal finance audit, we've been looking at each individual area of our personal finances to make sure that nothing has drifted from lack of attention. Financial success requires you to be intentional, deliberate in everything you |
| 0:56.5 | do, but so many people sort of drift through their financial life, amassing bits of pension |
| 1:02.8 | here and there, investments, policies, often having the underlying money invested in poor |
| 1:09.7 | default funds. So today we're going to turn the spotlight |
| 1:12.7 | on your portfolio. That is the underlying investments within things like pensions and other |
| 1:18.9 | wrappers because it's the underlying investments that will drive your financial success. |
| 1:23.5 | So that's what we're going to be talking about today. I had a few reviews over the last couple of weeks. So I'm going to be reading some of those out as well after that. Announcing what we're going to be talking about today. Had a few reviews over the last couple of weeks, |
| 1:28.0 | so I'm going to be reading some of those out as well after that, |
| 1:30.8 | announcing what we're going to be talking about next time. |
| 1:32.9 | But before all of that, remember, this podcast is brought to you |
| 1:35.1 | with the help of my friends at 7 Investment Management. |
| 1:38.1 | They're a firm of investment managers based in London, |
| 1:40.3 | and they specialize in multi-asset investing, |
| 1:43.0 | which brings institutional level investing techniques |
| 1:45.5 | to ordinary people, just like you, just like me. Seven I.M. have been helping me out here, |
| 1:50.9 | sponsoring the show, putting their name to what I'm doing because they believe in what I'm doing, |
| 1:54.4 | trying to get decent, easy to understand financial information out to the world. I'm so grateful |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Pete Matthew, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Pete Matthew and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.