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The annual review is an opportunity to reorient yourself with your priorities and make sure everything is where it should be. If left for too long, you can find yourself way off from where you should be. It’s a crucial discipline for intentional wealth-builders like us.

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00:00 Welcome
00:35 Intro
00:59 1 - Review your paperwork
01:25 2 - Review your cashflow
02:24 3 - Review your calendar
02:52 4 - Review your budget
03:25 5 - Review your savings rate
04:09 Sponsor
04:25 6 - Review your savings split
04:57 7 - Review your portfolio
06:34 8 - Review your protection
07:42 9 - Review your to-do list
08:13 10 - Review your priorities
09:02 Comments
10:17 Outro

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FREE resources:
Millennial Finance: [ Ссылка ]
Three Steps to Financial Freedom: [ Ссылка ]
Getting Current Workbook: [ Ссылка ]
The Ultimate Guide to BUDGETING: [ Ссылка ]
The Ultimate Guide to PAYING OFF DEBT: [ Ссылка ]
The Ultimate Guide to WEALTH PROTECTION: [ Ссылка ]
The Ultimate Guide To INVESTING: [ Ссылка ]
The Ultimate Guide to PLATFORMS, PENSIONS & ISAs: [ Ссылка ]
The Ultimate Guide to RISK: [ Ссылка ]
The Ultimate Guide to INVESTING IN RETIREMENT: [ Ссылка ]
The Ultimate Guide to PENSION RETIREMENT OPTIONS: [ Ссылка ]
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MeaningfulAcademy - Premium Financial Courses

Whether you're just starting out and need to clear debt or set things up, or perhaps you are already looking to invest and start building wealth... or even if you are retired and are looking forward to get the most out of your hard-earned money, MeaningfulAcademy has you covered.

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The MeaningfulMoney Community

The MeMo Hub is a closed Facebook group where thousands of like-minded people ask and answer questions and learn more about how to manage their money.

It's FREE to join: [ Ссылка ]
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The MeaningfulMoney Handbook: [ Ссылка ]
Life Insurance with LifeSearch: [ Ссылка ]
Farewill - Discounts off Wills and Powers of Attorney: [ Ссылка ]

By the way, I read and reply to your comments, so leave a comment below - I'd be interested to hear your thoughts!

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