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
Sep 9, 2020 • 42min
You Need A Budget with Jesse Mecham
Budgeting, that is, managing day-to-day cashflow is a fundamental skill for anyone looking to improve their financial situation. Before you understand investing, leverage, and all the rest, you need to be able to spend less than you earn. Today's guest has built an international company based on his own method of budgeting, and I'm looking forward to bringing you my conversation with Jesse Mecham of You Need A Budget. Stay tuned till after the interview where I'll be announcing a competition to win one of five annual subscriptions to YNAB.
Sep 2, 2020 • 36min
The Money Guide with Mrs Mummypenny
Today I have my friend Lynn Beattie AKA Mrs Mummypenny on the show to talk about rolling with life's punches, beating debt and her new book The Money Guide To Transform Your Life.
Aug 26, 2020 • 24min
Seven Golden Rules for Every Life-Stage
Today's show marks the end of 18 months of podcast seasons dealing with the major financial life stages. We've gone from millennial finance all the way through to retirement planning and in that time lots of common themes have come through. Today I want to tie everything together with some golden rules for personal finance.
Aug 12, 2020 • 22min
Planning for Long-Term Care
None of us likes to think of the prospect of not being able to look after ourselves. It honestly does feel like we come full-circle, from being dependent on our parents, to being fully independent as adults, only to become dependent on others again as our health fails. Not a cheery subject for today's show! But many of you listening to this will be thinking about this already, and many more will be approaching this stage for your parents, and as much as we'd like not to think about it, we do need to be prepared for action if the time comes.
Aug 5, 2020 • 24min
Legacy Planning - Part Two
Last week we covered the basics of legacy planning, including a very high-level overview of how wills work and inheritance tax etc. The main point though was that estate planning starts with you and what you want to happen. Only once we've established that can we talk about how to navigate the system to make it happen - and we're going to cover that today…
Jul 29, 2020 • 26min
Legacy Planning - Part One
After a life spent first building and then enjoying wealth, if there's anything left we will probably end up thinking about how best to pass that on to the next generation, or to the causes we care about. We're talking now about leaving a legacy when we're gone and the choice we make can have massive repercussions for our families - this is important!
Jul 22, 2020 • 22min
Losing A Life Partner
It a sad fact of getting older that we become increasingly aware of our own mortality. And eventually, for those of us who are in a long-term relationship, we have to face the spectre of losing our partner, or of them losing us. Obviously, if we're old enough to be in retirement, then this is even more of a factor in our minds, and like everything else, we should plan for it.
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…
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.
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.
