The Meaningful Money Personal Finance Podcast

Pete Matthew
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Jun 24, 2020 • 26min

The Longest Holiday

Eventually, life in retirement settles into a nice rhythm. Most folks get to a point where they have everything they need - they’ve taken the big holidays, bought the camper van - and they find a level of balance in their daily routine. That’s exactly as it should be but presents some challenges and also some opportunities…
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Jun 17, 2020 • 22min

Avoiding Costly Mistakes In Retirement

In retirement, any mistakes you make with your finances are likely to be more costly simply because you may not have the time to undo them. I want to try and help you side-step them before they become an issue for you, and as always, that starts with awareness.
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Jun 10, 2020 • 26min

Risk in retirement

Risk is an inherent part of wealth-building and wealth-enjoying, as we’re talking about in this season. As you know by now, risk comes in all kinds of flavours, some of which are specific to different life stages. Today I want to talk about the risks you’ll face with your money in retirement.
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Jun 8, 2020 • 33min

Transforming the DEATH Industry

Pretty much nothing has changed when it comes to writing wills, arranging funerals and applying for probate in…well, in a very long time. Today I’m chatting with Dan Garrett, CEO of Farewill and he’s on a mission to force change in what he calls the death industry!
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Jun 3, 2020 • 34min

Investing in retirement

Today I want to talk about investing in retirement, which is a big subject, to say the least. So I’ve called in someone who knows what they are talking about because they have helped build a system for my sponsors, Seven Investment Management, to provide a future-proof managed investment system for their clients. I imagine we’ll learn a thing or two…
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May 27, 2020 • 19min

Financial Housekeeping in Retirement

As we’ve said a time or two here, retirement represents quite a change from life at the coalface. You’ve done things the same way financially speaking for ages, and now things are looking a little different. Today I want to go over some financial housekeeping that will stand you in good stead for a spree-free financial retirement.
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May 25, 2020 • 24min

Life Insurance and COVID-19

Hopefully it’s a nice surprise when an unexpected episode drops into the feed! I’m adding this in here because I had the chance to chat with Tom Baigrie of life insurance advisers LifeSearch about their experiences in the current pandemic - it makes for an interesting conversation…
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May 20, 2020 • 28min

Retirement Transition Lessons

Transitioning into retirement is a big deal; a momentous occasion. Of course, for many of us, it is an occasion which is spread over months or years, if we opt for a gradual move away from working to live. But there will come a time when you find yourself retired. Today I want to look at what that means, and how you might be feeling, plus what you should think about now…
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May 15, 2020 • 7min

Meaningful Academy: A taste of Voyant GO

A key part of Meaningful Academy: Build Wealth is access to Voyant GO, the best financial planning app in the world. In today's show I want to give you a tiny snapshot of what it can do...
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May 13, 2020 • 18min

The Point Of It All: Retirement

Welcome to a brand new season here on MeaningfulMoney. I’m looking forward to getting into a meaty season, following on from the previous one and looking into the point of it all: Retirement

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