The Meaningful Money Personal Finance Podcast

Pete Matthew
undefined
Mar 3, 2021 • 30min

Lasting Powers of Attorney with Dan Garrett of Farewill

Lasting Powers of Attorney are misunderstood and most often ignored by too many of us. Often that's due to ignorance; sometimes concerns are about cost. Today I want to clear some of that up, and I've enlisted the help of just the right person…
undefined
Feb 24, 2021 • 35min

Retirement Spending Patterns with Abraham Okusanya

Spending is one of the biggest levers in our control. When we're building wealth, well….we won't build wealth unless we control our spending. When we approach retirement, it's really important to understand what our likely spending patterns might be so we can plan accordingly. Today I bring back repeat guest, the ever-popular Abraham Okusanya of Timeline, who has literally written the book on retirement spending and investing called Beyond the 4% Rule (link below), and continues to do great work in this field.
undefined
Feb 17, 2021 • 38min

The Dangers of Financial Influencers with George Agan

There's a lot of crap online, and there seems to be an increasing number of financial charlatans offering stock tips and 'advice' with no regulatory oversight, of course. George Agan and I talk about that, and more, in our conversation today - hope you enjoy it.
undefined
Feb 10, 2021 • 40min

Investing Globally and Regionally with Justin Urquhart Stewart

It's a joy to welcome back long-time friend of the show Justin Urquhart Stewart to the podcast to talk about the outlook of the world economy coming off the back of COVID and also his latest venture, called Regionally.
undefined
Feb 3, 2021 • 27min

Protection Update with Tom Baigrie of Lifesearch

Today I bring back repeat guest and protection industry legend Tom Baigrie of Lifesearch to discuss the impact of Coronavirus on insurers and whether things might return to normal. We cover whether it's arguably more important than ever for folks in their middle age to get life insurance given the disproportionate impact that Covid has had on older people.
undefined
Jan 27, 2021 • 25min

The Ultimate Guide to MONEY AND LIFE

This is the Ultimate Guide to Money & Life, which sounds very much up itself, let's face it, but is intended as a distillation of everything you need to know and do to win at money and life.
undefined
Jan 20, 2021 • 24min

The Ultimate Guide to ESTATE PLANNING

For most of us, the ideal end game is passing away peacefully in our sleep at the age of 100, having enjoyed excellent physical and mental health, never needing long-term care and with all our financial ducks in a row. Many of us would like to spend our last penny the day before we die, but many of us would also like to give some money to our family or to the causes we care about. Today I want to try and cover the vast area of estate planning, or at least the parts of it that most of us need to know and do, so that at least we're armed with some good information.
undefined
Jan 13, 2021 • 33min

The Ultimate Guide to PENSION RETIREMENT OPTIONS

When you get to the point of retirement, there are a bewildering array of options available to you, particularly regarding pensions. In today's episode, I'll be giving you everything you need to KNOW and everything you need to DO to make good choices at retirement.
undefined
Jan 6, 2021 • 35min

The Ultimate Guide to Investing in Retirement

Investing in retirement is a subject of much scholarly research, strong opinions and a whole boatload of crap information. My job today is to cut through all of that and give you the stuff you really need to know and do to invest successfully in retirement.
undefined
Dec 9, 2020 • 40min

The Money Wellness Index with Dr Ash Ranpura

Money is inextricably linked with our sense of wellbeing. That link is the reason for more and more research and initiatives into how to improve that relationship. Today I'm speaking with a real-life brain scientist to dig into this subject.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app