The Financial Life Checklist
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 31 March 2021
⏱️ 23 minutes
🧾️ Download transcript
Summary
Staying on top of your personal finances can seem like a really hard work - there's just so much to do! There is always a new piece of paper or email coming in, insurance to renew, utilities to switch - it never ends! As ever though, it helps to work systematically and get things set up so that they are easy to stay on top of. Today we're going to talk about organising your financial life!
Transcript
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| 0:00.0 | Hi folks and welcome to the Meaning for Money Podcasts, this is season 19, episode 3. |
| 0:04.8 | And last week we talked about organizing your financial paperwork, but there is so much |
| 0:08.7 | more to it than that. |
| 0:10.5 | Today we're going to talk about organizing your financial life. |
| 0:14.3 | Let's go. |
| 0:22.8 | This is the podcast dedicated to helping you put your finances in order. |
| 0:27.0 | My name is Pete Matthew and I'm going to share with you everything you need to know. |
| 0:29.9 | And everything you need to do to secure your financial future. |
| 0:33.7 | I'm here to help you make sense of money. |
| 0:36.9 | Hello, hello, great to have you with me. |
| 0:45.2 | Thanks for joining me once again. |
| 0:46.8 | Before we go any further, don't forget this podcast continues to be brought to you with |
| 0:50.0 | the help of my friends at 7 Investment Management. |
| 0:53.1 | Huge thanks to them for their ongoing support. |
| 0:55.3 | Please check out what they're up to at 7IM.co.uk, that's the number 7, I am. |
| 0:59.9 | .co.uk. |
| 1:01.7 | Now, staying on top of your personal finances can seem like really hard work, right? |
| 1:05.7 | There's just so much to do. |
| 1:07.8 | There's always a new piece of paper or a new email coming in. |
| 1:10.4 | There's insurance to renew, utilities to switch, feels like it never ends. |
| 1:15.0 | As ever though, it helps to work systematically. |
| 1:17.2 | Get things set up so that they are easy to stay on top of. |
... |
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