S6E1: The Personal Finance Audit - An Introduction

Welcome to a brand new season here on MeaningfulMoney. I’m excited to bring you this season because I believe that it will help every single listener to this show. Today’s session will be introducing the season and helping you get ready and excited for it. Don’t worry though, it ain't just fluff - there will be some action points to take as well.

 

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The Personal Finance Audit

OK, I am calling this season of MeaningfulMoney the Personal Finance Audit. I battled with myself over what to call it. Is ‘Audit’ too dull a word? Too forensic? Will everyone understand what it means?

In the end I opted for the word audit because I want this to be a pretty thorough look over various areas of our personal financial situation, to help us identify areas which might need refining or improving. All with the aim of reaching our goals as quickly and efficiently as possible.

So today I want to outline the nine areas of your personal finances we’re going to be looking into over the coming weeks so you’re well prepared for what’s to come.

Resources

Book: Enough, How Much Money Do You Need For The Rest Of Your Life? Website: Envision Your Money

Transcript

As always there is a transcript available for the entire show. you can get it by clicking the huge blue button below:

 

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