Today we thought we would take stock of where we’ve come in the season and also to help you with reviewing the transition points of the flow chart, as they apply to your life. A regular review is essential for being intentional with our finances, and it’s at those review points that we can take a look at where we are and see if there’s anything we need to change.
Season 25 – Finance OS
- Introduction
- Budgeting
- Emergency fund
- Pension enrolment
- Paying off expensive debts
- Completing the foundation of insurance
- Goals – Part 1
- Goals – Part 2
- Taking stock and reviewing
Everything You Need To KNOW- Taking stock of the season so far.
- Every path has roadblocks and diversions.
- Reviewing is about three things.
- Budget and debt repayment.
- Insurance cover.
- Investment approach.
Everything You Need To DO
- Review your budget.
- Review your insurance cover.
- Review your investment approach.
- Favour intentional inaction.
- Approaching retirement
- At retirement
- Retirement early years – The danger zone
- Retirement reviews
- Later life
- Question and answer session
At the end of the season we’d like to tie things off with a Q&A session, answering the key questions that you ask throughout. hello@meaningfulmoney.tv SUBJECT LINE: Season 25 Question or similar. We’ll sort them and try to answer as many as we can, but likely we’ll pull out themes and deal with them. If the outline we’ve gone over today raises any questions, get them in now – we can also answer them as we go along. If we get tons of Qs we can always do two Q&A sessions.
