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The Meaningful Money Personal Finance Podcast

S6E9: Audit Your Estate

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.91.7K Ratings

🗓️ 5 July 2017

⏱️ 31 minutes

🧾️ Download transcript

Summary

As we hit later life, our minds often start to turn to what happens when we’re gone. In fact it should be a part of our planning at every stage, ands today I’m going to give you the things you need to know and do to stay on top of your estate.

https://meaningfulmoney.tv/PFA9

Transcript

Click on a timestamp to play from that location

0:00.0

Hi folks and welcome to the Meaningful Money Podcast Season 6, Episode 9.

0:12.7

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

0:17.8

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

0:21.0

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

0:34.1

Welcome, welcome once again to the Meaningful Money podcast. Great to have you with me. As we hit

0:38.9

later life, our minds often start to turn to what happens when we're gone. Now, in fact, it should be

0:46.1

part of our planning at every stage, no matter what age we are. And today I'm going to give you the

0:50.6

things you need to know and the things you need to do to stay on top of your

0:54.3

estate. Now, this might be relevant to you or your parents maybe, older loved ones that you are

1:01.7

concerned about and concerned about what might happen when they are no longer around. So that's what

1:06.0

we're going to be covering today. After the main body of the show, I'll be looking at some recent

1:10.5

reviews that have been

1:11.1

left, announcing what we're going to be talking about next time, all the usual jazz. But before any

1:15.3

of that, remember, this podcast is brought to you with the help of my friends at seven investment

1:19.5

management. They are a firm of investment managers based in London, who specialize in multi-asset

1:26.1

investing, something I'm always talking about here on the

1:28.3

show. Multi-asset investing is basically how the big institutions do it, spreading money around the

1:34.4

world and in different kinds of assets. And 7-I.M. do this and bring this stuff to ordinary people

1:39.8

just like you and me. Seven-I.m have been helping me out here, sponsoring me for six years now,

1:45.5

because they believe in what I'm doing, trying to educate the world, get decent, easy-to-understand

1:49.6

financial information out to those who need it. So, you know, they've massively helped me out,

1:54.2

and I'm super grateful to them for their ongoing support. Please do check out what they're up to. They're at 7.m.com.uk. That's the number 7.m.com.

...

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