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Simplify Your Annual Review

The Meaningful Money Personal Finance Podcast

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Do You Really Need an Annual Review?

Reviewing finances regularly is obviously important. But don't give it a kind of weight, a psychic weight in your mind that it really ought not to have. If everything's set up correctly, and you've done the stuff we've done earlier in this podcast series, it shouldn't require much maintenance. So if something significant happens seven months into your review year, then just do an ad hoc review there. Think about what is affected by this significant happening,. And then, you know, hopefully then, the review itself should be fairly straightforward. It might simply just be a check to say, yeah, all is well.

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