Preview Mode Links will not work in preview mode

The Meaningful Money Personal Finance Podcast


May 10, 2017

Welcome to a brand new season here on MeaningfulMoney. I’m excited to bring you this season because I believe that it will help every single listener to this show. Today’s session will be introducing the season and helping you get ready and excited for it. Don’t worry though, it ain't just fluff - there will be some action points to take as well.

The personal finance audit

 

Podcast: Subscribe in iTunes | Play in new window | Download

Sponsor Message

7IM Logo

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

The Personal Finance Audit

OK, I am calling this season of MeaningfulMoney the Personal Finance Audit. I battled with myself over what to call it. Is ‘Audit’ too dull a word? Too forensic? Will everyone understand what it means?

In the end I opted for the word audit because I want this to be a pretty thorough look over various areas of our personal financial situation, to help us identify areas which might need refining or improving. All with the aim of reaching our goals as quickly and efficiently as possible.

So today I want to outline the nine areas of your personal finances we’re going to be looking into over the coming weeks so you’re well prepared for what’s to come.

Resources

Book: Enough, How Much Money Do You Need For The Rest Of Your Life? Website: Envision Your Money

Transcript

As always there is a transcript available for the entire show. you can get it by clicking the huge blue button below:

 

Share the love

If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:

iTunes Button 2015