S6E8: Audit Your Planning
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.
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
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 Multiple Goals
Podcast: New Year Goals (from 2015)
Book: Life Planning For You
And here's the transcript:
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: