In this season so far, we’ve talked a lot about the practicalities of managing your personal finances. But what is it all for? Investing, saving, paying into pensions, taking out insurance – all this should be done towards a defined goal. And your plans, like all the practical stuff sometimes need to be looked at closely.

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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:

Podcast: Setting & Sticking To Long Term Goals

Podcast: Setting Multiple Goals

Podcast: New Year Goals (from 2015)

Book: The Seven Stages of Money Maturity by George Kinder

Book: Life Planning For You

And here's the transcript:

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