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Simplify Your Annual Review

The Meaningful Money Personal Finance Podcast

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Do You Have an Annual Review?

Having a set agenda for the review means you don't have to think about that. Part of simplification is to kind of do prethinking. We need to set aside the time, though. It's one of these things that will drift. The review needs to be done. I'm putting the calendar, so it's going to get done. Otherwise, it'll go by. And which might be a good thing when we get to the last episode,. really, we'll talk about requests and legacy and legacy and stuff like that. Getting someone involved early on, just doing those things, actually, we'll have a further benefit down the line.

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