The Meaningful Money Personal Finance Podcast Big Mistakes: Neglecting Reviews
Jul 24, 2024
The podcast discusses the importance of regular financial reviews, strategies for organizing finances with technology, benefits of financial planning, and considerations for investments and blended funds. It emphasizes the need for honesty, setting clear financial goals, and involving partners in the process.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Importance of Regular Financial Reviews
02:00 • 16min
Organizing Finances with Technology and Filing Systems
18:12 • 2min
Regular Reviews and Financial Planning
19:57 • 4min
Being Honest with Oneself and Conducting Financial Reviews
23:42 • 6min
Financial Planning Benefits and Tax Rate Considerations for Investments
29:34 • 2min
Understanding Blended Funds and Distribution Policies
31:59 • 3min