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
Aug 11, 2021 • 46min
RISK - What you need to know
This season is called One Big Thing, and the idea is that I have a guest on each week and we discuss something that they're passionate about, annoyed about, or that is their specialism. I have some great guests lined up for you, starting this week with my good buddy Andy Hart from the Maven Money podcast. Andy and I are going to talk about risk. It's an important subject to say the least and it's fair to say that Andy has some strong views on the subject, as do I.
Jul 21, 2021 • 25min
MeaningfulMoney - The State Of The Nation
Today I want to look at where Meaningful Money has come, what's going on right now and where I want to take it. Call it a state of the nation speech for your favourite financial education channel.
Jul 14, 2021 • 18min
Positioning The Pieces
Today's show is from February last year, 2020 - back when there were only rumours of something big about to go down. It was part of the Home Straight season, Season 16. The thinking is to get your ducks in a row as you approach retirement, but to be honest, it's ALWAYS good to have your ducks in a row, so even if you're in your 30s and retirement seems like miles away, there'll be something here for you.
Jul 7, 2021 • 23min
Planning To Invest? WAIT!
Today's show is from May 2019 and was part of the New Accumulators season, Season 14. It's a plea to take planning seriously before diving into an investment regime which, without planning, would be just done in the abstract. Investing without purpose is crazy, aimless and will never succeed because there are no goals to measure its success against.
Jun 30, 2021 • 26min
Enjoying the Empty Nest
This week's encore episode is from September 2017 and comes from Season 7 - Life Stages. This episode focuses on the Empty Nest, a stage I'm heading towards in the next few years! This stage very often coincides with our peak earning years, so it's important both to enjoy the extra cash in the present and also to store up some serious wealth for the future.
Jun 23, 2021 • 24min
Playing Catchup - Retirement planning for late starters
This week's oldie-but-a-goodie is from way back in 2016 where I covered some tips on how folks who are coming to the party somewhat late can still make a big difference to their eventual retirement outcomes.
Jun 16, 2021 • 24min
Simplifying Pensions
The podcast is currently on hiatus while I plan for Season 20 and also get things in place for the final launch of Meaningful Academy Retirement Planning. More on that in just a sec, but for the next few weeks I will be reviving some older episodes on various topics. This week's old show is about simplifying pensions. The episode should stand alone, but the shownotes have been updated to meaningfulmoney.tv/session425
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.
