The Meaningful Money Personal Finance Podcast
Pete Matthew
Pete Matthew discusses and explains all aspects of your personal finances in simple, everyday language. Personal finance, investing, insurance, pensions and getting financial advice can all seem daunting, but with the right knowledge and easy-to-follow action steps, Pete will help you to get your money matters in order.
Each show is in two segments: Firstly, everything you need to KNOW, and secondly, everything you need to DO to move forward on the subject of that episode.
This podcast will appeal to listeners of MoneyBox Live, Wake Up To Money, Listen to Lucy, Which? Money and The Property Podcast.
To leave feedback or ask a question, go to http://meaningfulmoney.tv/askpete
Archived episodes can be found at http://meaningfulmoney.tv/mmpodcast
Each show is in two segments: Firstly, everything you need to KNOW, and secondly, everything you need to DO to move forward on the subject of that episode.
This podcast will appeal to listeners of MoneyBox Live, Wake Up To Money, Listen to Lucy, Which? Money and The Property Podcast.
To leave feedback or ask a question, go to http://meaningfulmoney.tv/askpete
Archived episodes can be found at http://meaningfulmoney.tv/mmpodcast
Episodes
Mentioned books
Jun 9, 2021 • 28min
Securing an Income in Retirement
The podcast is currently on hiatus so for the next few weeks I will be reviving some older episodes on various topics. This week’s old show is about securing an income in retirement, something which has fallen out of favour a little bit since the pension freedoms of 2015. The episode should stand alone, but the shownotes have been updated to meaningfulmoney.tv/session424
Jun 2, 2021 • 31min
Young Family Challenges, with Joe Okaly
Young families have lots of things to deal with. Even though my kids are 18 and 21, I still remember juggling childcare with work, making ends meet, wondering whether to move house and take on the extra mortgage. My guest today is an expert in this field, Joe Okaly of New Horizons Wealth Management in New Jersey. If you have a young family yourself or if you’re a grandparent to a young family today’s session will be both interesting and instructive.
May 26, 2021 • 26min
Do Something Great For Your Family, with Once I've Gone
In my 20-odd year career as a financial planner, I have worked with many bereaved clients who have lost spouses, partners, parents and other loved ones. Obviously, the emotional impact is profound, but this is often compounded by the additional pressure of having to go through someone’s financial and other affairs to get things straight. This process is always made so much easier if the person who has died was organised beforehand. And essentially, that is what the company Once I’ve Gone are helping people to prepare, but I’ll let Ian Dibb, Founder and CEO of the company explain more.
May 19, 2021 • 29min
The Financial Success Checklist
When I wrote the MeaningfulMoney Handbook in 2018, I wanted it to be the one book that most people would need to go from zero to hero with their personal finances. It was designed for anyone to be able to work through and to begin taking control. Today’s checklist aims to condense the message of the book into less than 30 minutes - wish me luck!
May 12, 2021 • 24min
The Financial Decisions Checklist
Today I want to give you a framework for decision-making. Obviously the context will be financial decisions, but today’s checklist will also serve in pretty much any area of life where you have big decisions to make.
May 5, 2021 • 31min
The Financial Advice Checklist
As you know, I’m a big proponent of equipping people to make their own financial decisions, believing that anyone, with a bit of encouragement and know-how, can do most of their own financial planning. But there are occasions when seeking professional advice makes sense. Today, I’m going to give you a checklist for what to do BEFORE you seek advice, so that you’re prepared.
Apr 28, 2021 • 21min
The Beginner Investing Checklist
We don't teach kids how money works, so when you're thinking of getting started with investing, how do you know where to start? Today I want to give you a beginner investment checklist to do just that.
Apr 21, 2021 • 23min
The Portfolio Review Checklist
Your investments, if left unchecked, can quickly get out of step with your original intentions for them, so they need to be reviewed regularly. But what does an investment review really entail? Let’s find out!
Apr 14, 2021 • 24min
A Checklist For Financial BALANCE
Easily the number one question I get asked here at MeaningfulMoney is about finding balance in finances. It’s a BIG question, but hopefully this week’s checklist will help us to find that elusive financial balance.
Apr 7, 2021 • 20min
The Annual Financial Review Checklist
Over the past couple of weeks we’ve looked at organising your paperwork and your financial life in general. That’s all well and good, but now we’re in good shape, we need to keep it that way and for that, we’ll need an annual review checklist.
