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
Oct 26, 2018 • 6min
Making the most of the Capital Gains Tax Allowance - 5MF022
Listener Ian asks about whether he should keep some money in unwrapped investments, in order to make the most of the capital gains tax allowance...
Oct 24, 2018 • 34min
Pensions Q&A - Pensions Masterclass 11
Season 11 of MeaningfulMoney has been a deep dive in to pensions, and unsurprisingly, as the season has gone on I’ve had LOTS of questions about the content, so I want to round off the season today by answering some of those.
Oct 17, 2018 • 27min
Pension Alternatives - Pensions Masterclass 10
As you know by now, I believe in taking a holistic approach to financial planning. Only this week I turn away a client who just wanted me to talk about his pensions, but nothing else. If you’re going to have a successful retirement, all elements of your finances need to be working in concert, and today, I’m talking about how to complement your pensions with alternative sources of income in retirement.
Oct 12, 2018 • 5min
Offset mortgage or invest? 5MF021
Listener Matt asks if he should continue offsetting his mortgage with cash in the bank or invest that money instead?
Oct 10, 2018 • 29min
Simplifying Pensions - Pensions Masterclass 9
You know I like to keep things simple, right? It’s a foundation stone of this podcast, making personal finance as simple as possible, so you can take action. Well, today I want to talk about simplifying your pensions to make them manageable and easy to understand.
Oct 9, 2018 • 47min
MMP285: The Eternal Business with Chris Budd
Today we welcome back three-time guest Chris Budd to the show to talk about his new book and a really exciting concept for business owners across the UK. If you have a business and you’re wondering about getting some value out of it one day, you’ll love this show...
Oct 5, 2018 • 5min
Diversifying Pensions - 5MF020
I'm always banging on about simplifying pensions, but listener Carl wants to know if there's merit in spreading your money over multiple pensions pots...
Oct 3, 2018 • 27min
Unsecured Pensions - Pensions Masterclass 8
Last week we covered the time-honoured method of taking an income from your accumulated pension funds, by buying an annuity. While I’m convinced they still have their place, there’s no denying that unsecured income is a far more popular way of taking money out of your pensions. So let’s look at what that actually means in practice.
Sep 28, 2018 • 7min
Property in your pension? 5MF019
If I had a quid for every time someone asks me if they can buy property inside a pension...
Sep 26, 2018 • 25min
Annuities - Pensions Masterclass 7
Annuities have fallen out of favour in recent years, and particularly since the pensions freedoms of 2015. When announcing those changes in November 2014, the then-Chancellor of the Exchequer George Osborne famously said that ’no-one will ever have to buy an annuity again’. But do annuities still have a place in YOUR retirement planning? Today I’m going to give you everything you need to KNOW and everything you need to DO to make sure you get this right.
