Ten Steps To Investment Success - Season 2, Episode 9
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 31 August 2016
⏱️ 37 minutes
🧾️ Download transcript
Summary
Over the past eight weeks, we’ve covered the basics of investing; enough so you can probably get started. Now I want to round up what we’ve learned in ten steps to investment success.
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This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk
Ten Steps To Investment Success
Clearly, there is more to investing than we’ve been able to cover in about four hours of podcast time over the past eight weeks. But what we have learned is probably enough for most folks to dip their toes into the deep waters of investing.
What follows is the past eight weeks distilled into ten clear steps for you to follow. Listen back to sessions 1-8 of this season for more clarification on anything I go through.
In this session, you'll discover:
- How to get clear on what you're aiming for with your investments
- How to increase your savings level without it hurting
- How and where to get your risk tolerance measured
- Why you should stick to strategic asset allocation and ignore tactical allocation
- The easiest way to get all this stuff right
- How and why you should choose your platform and tax wrapper
- How often you should review your portfolio and what you should consider when you do
- How to make sure you get out of your own way when investing
Resources mentioned in this week's show
Risk Measurement: myrisktolerance.com Platform Guide: the lang cat guide to direct platform investing And of course, there's a full transcript of the show available by clicking the big blue button below!
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Question: How many of these steps have you taken?
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Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money Podcast Season 2, Episode 9. |
| 0:04.6 | You're going if I have to drag you every step of the way. |
| 0:14.4 | This is the podcast dedicated to helping you put your finances in order. |
| 0:19.6 | My name is Pete Matthew and I'm going to share |
| 0:21.1 | with you everything you need to know and everything you need to do to secure your financial future. |
| 0:26.5 | I'm here to help you make sense of money. |
| 0:37.3 | Here we are once again in the sort of runout now for season two. |
| 0:41.7 | There's going to be one more episode after this, but it's great to have you with me once again. |
| 0:45.6 | Now, over the past eight weeks, we've covered the basics of investing, enough so that you can probably get started. |
| 0:51.4 | But now what I want to do is sort of round up what we've learned and distill it |
| 0:55.6 | into 10 steps for investment success. Right? So that's the main sort of thrust of the show today. |
| 1:02.8 | I'll look at some reviews that have been left at the end of the session. And also I'll talk a little |
| 1:07.9 | bit about learn how to invest. I'll do that at the end this time. |
| 1:15.8 | But just to say that registration for Learn How to Invest is open. There's only six more days, |
| 1:20.1 | including today, until registration closes. That's assuming you listen to this on the day it goes out. |
| 1:25.0 | The doors will close and they'll close for another six months at midnight on Monday the 5th of September. |
| 1:29.6 | So go to Learn How Toinvest.com.uk. And find out more about the course. I'll cover a little bit more detail about it at the end of today's session. But also remember, |
| 1:36.4 | this podcast is brought to you with the help of seven investment management who are a firm of |
| 1:39.5 | investment managers based up in London. And they specialize in multi-asset investing, something I tend to bang on quite a bit |
| 1:45.4 | about. But multi-asset investing brings institutional level investing techniques to ordinary people, right? |
| 1:53.0 | And 7-I.M. are excellent at this. It's a large part of what they do. And they've been putting their |
| 1:59.5 | name to my show now for, gosh, four and a half |
... |
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