The Meaningful Money Personal Finance Podcast

Pete Matthew
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Mar 11, 2020 • 22min

Cashflow Is King

There's a reason lottery winners and Premiership footballers sometimes go bankrupt. If you're spending more than is coming in, you're getting poorer; and as you prepare for retirement, you're going to need to really get a grip on your cashflow.
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Mar 6, 2020 • 9min

Under age 27? You need to change your NEST Pension

Spike Keizer approached me about something he found out about the default NEST pension fund. It could have huge consequences for you if you're under age 27 and investing in the NEST pension.
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Mar 4, 2020 • 24min

Aligning retirement with your partner

Planning a retirement is complex enough when there's only one of you, but if you're in a long-term relationship and you're planning this together, there are even more variables you need to consider, and that's the topic for this week's show…
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Mar 2, 2020 • 6min

Hold Your Nerve! Riding out volatile stock markets

As I record this on February 28th 2020, world stock markets are down, quite a bit and predictably, that's making for some juicy headlines and associated investor nervousness. But what about you? Are ya worried? ARE YA?
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Feb 28, 2020 • 7min

How To Set Up A Pension

I've had a few people recently ask about starting a pension. Now for many this will seem very basic, but clearly there's a need for a simple, straightforward video on setting up a pension for the first time:
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Feb 26, 2020 • 20min

Positioning The Pieces For An Optimum Retirement

Last week we spent some time getting current with all our amassed pension plans investments bank accounts and insurance policies. Today we need to decide what we are actually going to do with all that information…
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Feb 21, 2020 • 6min

My thoughts on the Vanguard SIPP

This week is a big deal for many wealth-builders because it marks the official release of a pension plan by Vanguard, the darling of the FIRE movement. I want to go over the basic specs of the plan, and provide a little bit of balance…
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Feb 19, 2020 • 21min

Getting Current

We spent some time last week talking about refining our vision and setting our goals for retirement. Now we know where we're going, we need to just stop and take stock of where we are now and really understand what provision we've already made towards our goal of financial independence.
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Feb 14, 2020 • 7min

Capital Gains Tax Planning

Last week we went over the basic rules of Capital Gains Tax and how it works. Like any set of rules, there are planning angle you can consider to minimise your exposure to this tax.
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Feb 12, 2020 • 20min

Refining Your Retirement Vision

Before we reach retirement, it helps to have a vision of what it might look like. In this season we're dealing with the things you need to think about as retirement looms over the horizon. It's no longer a hazy, one-day possibility - it's coming up fast, so we need to get serious about what we want it to look like, so we can be ready.

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