• Home
  • About
    • Contact
  • Latest
    • Podcast
    • Video
    • Articles
  • How to
    • Get Started
    • Build Wealth
    • Enjoy Your Money
    • Finish Well
  • Work with Pete

Call us today! 01736 360717

info@meaningfulmoney.tv
Meaningful Money Meaningful Money Meaningful Money Meaningful Money
  • Home
  • About
    • Contact
  • Latest
    • Podcast
    • Video
    • Articles
  • How to
    • Get Started
    • Build Wealth
    • Enjoy Your Money
    • Finish Well
  • Work with Pete

S6E7: Audit Your Paperwork

Jun 21, 2017 | Build Wealth, Enjoy Your Money, Finish Well, Get Started, Podcast, Season 6 |
Hands up who likes dealing with paperwork? Well, there are some of you out there, but most people avoid it like the plague. But out-of-control financial paperwork can actually add to the burden of stress you have around your finances, and getting it sorted will make you feel great! Today, I’m going to show you how!

Audit Your Paperwork

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

Sponsor Message

7IM LogoThis 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

Audit Your Paperwork

Paperwork is the bane of my life. Given that I work in a regulated industry, you can imagine the amount of paper we push around in a typical day, and for many of you I guess it’s the same. Certainly it seems like the ideal of a paperless office is a long way off.

Paperwork is manageable if you have a system however, so today’s show is designed to give you an easy to set up, easy to maintain system for financial paperwork, including some ninja-level tricks at the end.

Resources mentioned in this episode

Here's the cheatsheet I've put together to summarise the things I talk about in this session:

Filing equipment

Expanding Folder: http://amzn.to/2tGxqab

Square-cut Folders: http://amzn.to/2rOqGWv

Labeller: http://amzn.to/2rJPmnZ

Mega-labeller(!): http://amzn.to/2rJYUiG

Transcript

And here's a transcript, kinda:

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

Share

Build Wealth – Latest Posts

  • Understanding Investment Returns
    Understanding Investment Returns Listener Dan asked me about how to understand the returns...
    Read More
  • Defining Wealth – First Principles 2
    Defining Wealth – First Principles 2 We’re going back to first principles, looking deep into the...
    Read More
  • Understanding Behavioural Finance, Part Four – Why Investors get it Wrong
    Understanding Behavioural Finance, Part Four – Why Investors get it Wrong Too many investors start from a position of reluctance. They...
    Read More

Contact Us

Send me an email and I'll get back to you, asap.

Send Message
More personal finance inspiration, direct to your inbox Sign me up!
Logo

Everything you need to KNOW, and everything you need to DO to secure your financial future.

Join the movement

Contact Info

  • MeaningfulMoney Limited
  • c/o Jacksons Wealth Management, Wharfside Centre, 87a Market Jew Street, PENZANCE, Cornwall, TR18 2LG, UK
  • +44 (0)1736 360717
  • info@meaningfulmoney.tv
  • meaningfulmoney.tv
  • jacksonsfs

All the latest content

  • Understanding Investment Returns
  • Defining Wealth – First Principles 2
  • Understanding Behavioural Finance, Part Four – Why Investors get it Wrong
  • 5MF005: Small Changes, Big Results!
  • PF1: Personal Finance First Principles
  • Understanding Behavioural Finance, Part Three – How to invest well

Subscribe to the MM Podcast

on Apple Podcastson Androidvia RSS
MeaningfulMoney Podcast Index

© 2018 — Meaningful Money Ltd

  • Home
  • Contact
  • Disclaimer
Prev Next
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish.Accept