The Portfolio Review Checklist
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 21 April 2021
⏱️ 23 minutes
🧾️ Download transcript
Summary
Your investments, if left unchecked, can quickly get out of step with your original intentions for them, so they need to be reviewed regularly. But what does an investment review really entail? Let's find out!
Transcript
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| 0:00.0 | Hi folks, and welcome to the Meaningful Money Podcast. |
| 0:02.2 | This is season 19, episode six. |
| 0:04.6 | Now your investments, if left unchecked, |
| 0:07.4 | can very quickly get out of step |
| 0:09.0 | with your original intentions for them. |
| 0:10.9 | So they must be reviewed regularly. |
| 0:14.1 | But what does an investment review actually entail? |
| 0:17.8 | Let's find out. |
| 0:18.7 | So this is the podcast dedicated |
| 0:28.9 | to helping you put your finances in order. |
| 0:31.3 | My name is Pete Matthew, |
| 0:32.5 | and I'm going to share with you everything you need to know |
| 0:34.6 | and everything you need to do |
| 0:36.0 | to secure your financial future. |
| 0:38.4 | I'm here to help you make sense of money. |
| 0:47.8 | Hello, hello. |
| 0:48.6 | Great to have you with me once again. |
| 0:50.1 | Before you're any further, |
| 0:51.0 | don't forget this podcast is brought to you |
| 0:52.5 | with the help of my friends at seven investment management. |
| 0:55.1 | So huge thanks to them. |
| 0:56.7 | Do check out what they're up to. |
... |
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