The Annual Financial Review Checklist

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.9 • 1.7K Ratings

🗓️ 7 April 2021

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

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Summary

Over the past couple of weeks we've looked at organising your paperwork and your financial life in general. That's all well and good, but now we're in good shape, we need to keep it that way and for that, we'll need an annual review checklist.

Transcript

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0:00.0	Hi folks, and welcome to the Meaning for Money podcast.
0:02.4	This is season 19, episode four.
0:04.8	And over the past couple of weeks,
0:06.2	we've looked at organizing your paperwork
0:08.2	and your financial life in general.
0:10.4	That's all well and good.
0:11.4	But now we're in shape.
0:12.6	We need to keep it that way.
0:14.0	And for that, we're gonna need an annual review.
0:17.0	This is the podcast dedicated to helping you put
0:27.6	your finances in order.
0:29.3	My name is Pete Matthew, and I'm gonna share with you
0:31.1	everything you need to know and everything you need to do
0:33.6	to secure your financial future.
0:36.0	I'm here to help you make sense of money.
0:46.1	Hello, hello, good to have you with me.
0:47.4	Once again, thank you so much for joining me
0:49.2	before we go any further.
0:50.2	Don't forget that this podcast is brought to you
0:51.8	with the help of my friends at seven investment management.
0:54.7	Huge thanks to them.
0:56.1	Please check out what they're up to.
	...

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