The One-Page Financial Plan
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 9 October 2019
⏱️ 26 minutes
🧾️ Download transcript
Summary
Over the past few weeks, we've looked how to set some goals and how to move from goals to actions. Today I'd like to help you distil all that down so that you end up with a one-page financial plan.
Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money Podcast 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. |
| 0:24.0 | I'm here to help you make sense of money. |
| 0:27.0 | Here we are once again great to have you with me. I hope you're really really well. |
| 0:37.6 | Now over the past few weeks we've looked at how to set some goals, how to move |
| 0:41.4 | from those goals into clear actions that you need to take. |
| 0:45.0 | And today I want to help you distill all that down so that you end up with what is essentially |
| 0:49.6 | a one-page financial plan. |
| 0:52.0 | All right, that's where we're going today after the main body |
| 0:54.1 | of the show as usual I'll read out review that's been left talk about what we're |
| 0:58.1 | going to be discussing next time but before any of that remember this podcast |
| 1:01.6 | continues to be brought to you with the help of my friends at |
| 1:03.8 | Seven Investment Management. They've been helping me out here since the spring of |
| 1:07.5 | 2011 which is just amazing level of fortitude and support by a big company. |
| 1:13.3 | So I'm really grateful to them for continuing to do that. |
| 1:16.2 | Please check out what they're up to there at 7.I.m. |
| 1:18.6 | dot-cote at UK. That's the number 7-I-M. dot-co-D. UK. |
| 1:22.6 | Also if you're looking to invest, one of your options is to go to meaningful money. |
| 1:27.1 | TV slash podcast invest, where you'll find all the information you need to know about the meaningful money |
| 1:33.4 | branded self-investment platform that 7M have built. Okay? Meaningful |
| 1:38.1 | money. TV slash podcast invest. Check that out. Okay, way back in May 2015, which is incredible, you know, that's about halfway through this |
| 1:47.7 | podcast journey. I've been doing this now nearly seven years, amazingly, way back in May 2015 I interviewed a hero of mine, guy |
... |
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