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The Meaningful Money Personal Finance Podcast

S6E8: Audit Your Planning

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.91.7K Ratings

🗓️ 28 June 2017

⏱️ 30 minutes

🧾️ Download transcript

Summary

In this season so far, we’ve talked a lot about the practicalities of managing your personal finances. But what is it all for? Investing, saving, paying into pensions, taking out insurance - all this should be done towards a defined goal. But sometimes those goals fade, sometimes they change, sometimes they need to be abandoned and sometimes brought back to life. Your plans, like all the practical stuff sometimes need to be looked at closely, and that’s what I’m going to be talking about this week.

Transcript

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0:00.0

Hi folks and welcome to the Meaningful Money podcast Season 6, Episode 8.

0:11.7

This is the podcast dedicated to helping you put your finances in order. My name is Pete Matthew

0:17.5

and I'm going to share with you everything you need to know and everything you need to do to secure your financial future.

0:23.4

I'm here to help you make sense of money.

0:34.1

Here we are once again, folks.

0:35.8

Great to have you with me.

0:37.4

In this season, so far, our personal finance

0:40.4

audit, we've talked a lot about the practicalities of managing your personal finances. But,

0:45.8

you know, what is it all for? Investing, saving, paying into pensions, taking out insurance,

0:51.7

all that really should be done towards a defined goal. But sometimes

0:56.4

the goals we set fade, sometimes they change, sometimes they need to be abandoned and sometimes

1:03.0

may be brought back to life. Your plans, like all the practical stuff, sometimes need to be looked

1:09.4

at closely. And that's what we're going to be talking about

1:11.4

this week as usual after the main body of the show i'll read a couple of reviews that have been left

1:16.7

this week i'm going to talk about learn how to invest very briefly as well that's my new course

1:21.6

which is open for registration only for a few more days so don't miss out that'll be straight after

1:26.6

the main body of the show.

1:28.4

And obviously, I'll be announcing what we're talking about next week. But before any of that,

1:31.8

remember, this podcast is brought to you with the help of my friends at Seven Investment Management.

1:36.5

They're a firm of investment managers based in London, and they specialize in multi-asset investing,

1:41.4

which brings institutional-level investing techniques to ordinary people,

1:44.8

just like you, just like me.

...

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