Ask Meaningful Money Show
Quick question for you, dear listener: Should we spin out your questions into a separate, rapid fire Q&A podcast? A sort of ‘Ask Meaningful Money’ show? Let us know by emailing hello@meaningfulmoney.tv
We also need your questions, so send them to the same email address with the Subject line: Podcast Question.
Simplify Your Planning
We’re getting into the season in earnest today, talking about Simplifying Your Planning. What do we mean by planning – we mean the reasons why you’re saving, investing, insuring – the goals you set and the mechanisms you put in place to achieve those goals. We see people over-complicate this, and hence their financial arrangements follow suit.
Everything you need to KNOW
- What is a plan, really?
- Plans change – don’t hold them too tightly.
- Short-term is clearer than long-term.
Everything you need to DO
- Establish where you are now.
- Simplify your goals.
- Distil the journey into as few action steps as possible.
- Review once a year, or as necessary.
