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Simplify Your Planning

The Meaningful Money Personal Finance Podcast

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How to Simplify Your Reports

Getting a handle on this is really one of the most important things you can do. We're revamping the way we present reports to clients now. If you can have it simplified down to these three sections, then how much easier is that to update and check progress against next year? So establish where you are now. Simplify your goals. To apply everything. Most of us have just one big goal. And as you need to retire at whatever time that's going to be, whatever the definition of that is for you. You know, I've had people in their mid 30s saying, okay, I want to retire at 50 or 55. How much should I put away? Well

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