Simplify Your Annual Review

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.8 • 1.6K Ratings

🗓️ 1 March 2023

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

I have a ten-point checklist for an annual financial review, but even that might seem a bit daunting, so how can we simplify the process of keeping on top of your finances? IN this episode, Roger and I do our best to help…

Transcript

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0:00.0	Hi folks, and welcome to the Meaningful Money Podcast, this is season 24, episode 6.
0:13.9	Yep, welcome back, indeed, once again, great to have you with us again, and it's equally great.
0:18.4	I have the main man Roger Weeks, back with me, how are you doing, Broch?
0:21.1	I'm doing fine now, Pete, just getting over a COVID.
0:23.5	Ah, it hit me for about five days, so it wasn't so bad, just a bit of a bad cold really.
0:27.7	First and only time?
0:29.0	No, second time.
0:29.8	I thought you'd had it before.
0:30.8	I held it for two and a half years, so.
0:33.2	Second time, I'm not a yet.
0:34.8	Touch wood and all that.
0:37.5	So what we, what we, um, conversing about today.
0:40.8	Conversing, well, today we're going to be talking about the annual review.
0:43.6	What it's about, how it works and how to make it as quick,
0:46.4	easy and possible by making it simple.
0:48.4	Simple.
0:49.1	We'll do our best anyway.
0:50.4	We'll go forward again into that.
0:51.7	As usual, after the main body of the show, we'll read a review that's been left,
0:55.2	answer a question from one of you lovely people, and today we're going to be talking about
0:58.8	getting into the right financial mindset and sharing a question from, I think, from James.
1:04.1	Yeah, so I'm looking forward to that.
	...

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