The Meaningful Money Personal Finance Podcast

Pete Matthew
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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!
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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.
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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.
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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.
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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!
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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.
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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.
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Mar 31, 2021 • 23min

The Financial Life Checklist

Staying on top of your personal finances can seem like a really hard work - there's just so much to do! There is always a new piece of paper or email coming in, insurance to renew, utilities to switch - it never ends! As ever though, it helps to work systematically and get things set up so that they are easy to stay on top of. Today we're going to talk about organising your financial life!
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Mar 24, 2021 • 22min

The Financial Paperwork Checklist

Paperwork is the bane of most of our lives, but for now it is a necessary evil. Today's checklist will help you work through your mountain of paper to make managing your finances infinitely easier.
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Mar 17, 2021 • 26min

UK Pensions Checklist

Sometimes I just want someone to tell me exactly what steps to take to get a job done. You know - do these few steps and the outcome is a given; all the thinking taken away. The checklist is the perfect embodiment of this, and today we're talking about the pension checklist - everything you need to know and everything you need to do to get your pensions in order.

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