The Meaningful Money Personal Finance Podcast

Pete Matthew
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Jan 19, 2022 • 49min

Quick Wins with Financial Behaviour

Roger and I have been advisers for nearly 50 years between us and we’ve long since learned that when it comes to advising clients, it really isn’t the money that’s important, but the way that clients behave towards their money. Today we’re going to give you some quick wins to help yourselves make good decisions with your money.
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Jan 12, 2022 • 54min

Quick Wins with Costs and Tax

Every penny paid in costs is a penny which isn't growing for your future, so it stands to reason that we need to minimise the costs we pay. And tax is one of the biggest costs we can incur.
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Jan 5, 2022 • 41min

Quick Wins with Estate Planning

Here we are with another session of Quick Wins, this time to do with your estate planning. We want to help you make progress quickly, if this is something you've been wanting to get your head around. But even if you're thinking that you're WAY too young to be even thinking about that, there should be some stuff in here for anyone...
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Dec 15, 2021 • 48min

Quick Wins with Life Insurance

It's no exaggeration to say that having a decent protection programme in place is FOUNDATIONAL to everything else we do with our money. It truly is the thing that everything else is built upon. If it's a shaky foundation, then all our plans might come to nothing. That said, insurance is something that most people need, but no-one really wants to pay for, so we need to get the balance right, making sure that we have enough insurance, but don't overdo it.
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Dec 8, 2021 • 32min

Quick Wins with your Savings Rate

Your savings rate isn't the interest rate you're getting on savings in your bank, despite how it sounds. Rather, it is the amount of your income that you're saving each month or each week, and it's one of the most powerful levers in your control, when it comes to building wealth.
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Dec 6, 2021 • 37min

It's Not About The Money, with Catherine Morgan

I'm throwing in a little inbetweenisode here in the middle of Season 21 because a good friend of mine Catherine Morgan is releasing her new book this week. The book is called It's Not About The Money - Three Steps To Become A Wealthy Woman. While that might seem to alienate a reasonable proportion of this audience, it ought not to as there's meat in the book for anyone, regardless of sex.
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Dec 1, 2021 • 54min

Quick Wins with your Investments

Many of us have amassed investments over the years. They might be old workplace pensions, or funds we chose because we saw a nice advert in the Sunday papers. But are these disparate pots of money really serving us as we build wealth for our future? Is there anything we can do to optimise them?
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Nov 24, 2021 • 48min

Quick Wins Before Retirement

It's fair to say that retiring is a big deal for lots of reasons, but not least because there can be a lot to sort out. Today we want to look at the practical elements of preparing for retirement and also the less tangible stuff, like working out what you're actually going to do with your time!
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Nov 17, 2021 • 50min

Quick Wins With Your Budget

Good budget control is the cornerstone of building wealth. If you always spend every penny that comes in, you'll never have anything left to save and invest for the future. Say like that, and it sounds obvious - and it IS! But we all know that this is harder to do than it is to say. So let's get into some quick wins to make the process as painless as possible.
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Nov 10, 2021 • 43min

Quick Wins With Your Workplace Pension

Today Pete and Roger are going to be talking about how you can make some quick wins with your workplace pension, which is a hugely neglected area of most people's financial planning, but also super-important.

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