Setting Financial Goals
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 18 September 2019
⏱️ 23 minutes
🧾️ Download transcript
Summary
Last week we covered the basic premise of financial planning, introducing the concept of the timeline of your life. Today I want to build on that, and use that model to help us think about some goals.
Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money Podcast this is season 15 episode 3. |
| 0:05.0 | This is the podcast dedicated to helping you put your finances in order. |
| 0:17.0 | My name is Pete Matthew and I'm going to share with you everything you need to know and everything you need to do to secure your financial future. I'm here to help you make |
| 0:25.3 | sense of money. |
| 0:28.3 | Here we go once again, great to have you with me. Now, last week we covered the basic premise of financial planning, introducing the concept of the timeline of your life and events on that timeline. |
| 0:46.0 | Today I want to build on that idea, use that model to help us think about setting some goals for the future. |
| 0:52.0 | That's where we're going today. After the main body of the show |
| 0:54.5 | I'll read a review that's been left, discuss what we're going to be talking about |
| 0:57.8 | next time. A little bit of news about the Academy as well, so stay tuned for that, but |
| 1:02.0 | before any of that, remember, this |
| 1:03.8 | podcast continues to be brought to you with the help of my friends at 7 |
| 1:07.2 | Investment Management. They've been helping me out here since the spring of |
| 1:10.4 | 2011, which shows great dedication on their part and I really |
| 1:13.4 | couldn't have built this to what it is without their help so please do check out |
| 1:16.9 | what they're up to there at 7.I.m. dot code at UK that's the number 7 I.m. |
| 1:21.0 | dot code at UK and don't forget the meaningful money branded self-investment |
| 1:25.4 | platform that they have built. |
| 1:27.4 | All the information you need to know about that is at meaningful money |
| 1:29.7 | TV slash podcast invest. Meaningful money. |
| 1:34.0 | TV slash podcast invest. |
| 1:37.0 | Okay, go check it out. |
| 1:39.0 | Okay, goals are important, right? |
... |
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