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Simplify Your Annual Review

The Meaningful Money Personal Finance Podcast

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10 Things in Your Annual Review

The annual review should only really happen after everything is simplified and tidied. Once your portfolio is tied into a single cohesive approach, that's when you start your annual reviews. And it'll be a lot easier once you've done all that. Most of this, what we're talking about now, might not even touch for another six months.

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