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 11, 2017 • 33min
S7E10: Life Stages - Listener Q and A
Over the past ten weeks we’ve looked at the different life stages from young, free and single, to Losing a partner in later life. Today I want to round off the season by ticking off a couple of ‘none of the above’ points, and then answering some of the questions you have sent in over the past few weeks.
Oct 4, 2017 • 26min
S7E9: Life Stages - Losing A Partner
The last of our life stages deals with the financial implications of the loss of a partner. Very often, this event is the catalyst for beginning inheritance tax planning in earnest, but also, if the partner who has died had control of the finances, it can mark the beginning of a steep learning curve for the one left behind.
Sep 27, 2017 • 35min
S7E8: Life Stages - Later Life
As we approach what I’ll sensitively call later life, our minds turn to two main things, in my experience working with financial planning clients: What if I need care, and how can I best leave what I have left to my family? In today’s show, I’m going to be looking at the main things to know and do to finish well financially.
Sep 20, 2017 • 30min
S7E7: Life Stages - Enjoying Your Money
For most of us, we’re saving and investing towards a given end. Usually, though not always, that end is to be financially free enough not to have to work and to be able to enjoy our money. In today’s episode I want to consider what you need to KNOW and what you need to DO as you enter retirement.
Sep 13, 2017 • 31min
S7E6: Life Stages - Empty Nest
If you’ve been lucky enough to have kids, there will be a time when you have to let them go, and suddenly your time and maybe even your money is a bit more your own, with fewer demands from the family, but a new lifestage is having into view over the horizon… Likewise, if you don’t have kids, then the same lifestage will also be approaching, but before you get to retirement, whatever that means, you may have a shorter or longer time of having an empty nest. This brings with it some opportunities and threats, and in this session I’l be looking at both.
Sep 6, 2017 • 33min
S7E5: Life Stages - University Challenge
Loads of financial subjects confuse people; that’s the reason MeaningfulMoney exists. But one common misunderstanding, in particular, is also the source of lots of uninformed political opinions - it’s the student loan system, and that’s what I’m going to try to clear up for everyone today.
Aug 30, 2017 • 34min
S7E4: Life Stages - Young Family
Last week there were two, now there are three, or more of you! If and when children come along, it really does change a lot of things for you, in many areas of life! But this is a finance podcast, so I’m going to skip the parts about sleepless nights and endless worry about the future, and instead concentrate on the dosh…
Aug 23, 2017 • 35min
S7E3: Life Stages - Double Income, No Kids
Moving on in our season about life stages, and this week we’re talking about DINKYs. Say what? That’s Double Income, No Kids Yet - DINKYs. Is that you? This week I’m going to covering the things you need to KNOW and DO when, maybe for the first time
Aug 16, 2017 • 37min
S7E2: Young, Free & Single
Right! Now our new season gets going in earnest as we look at the first of our life stages - young, free and single. This is where it all starts; the beginnings of our financial independence, and today I want to look at the main things you need to get right at this early stage to lay a sure foundation for future financial success.
Aug 9, 2017 • 22min
S7E1: Life Stages - An Introduction
Yes, it’s a brand new season. And over the next few weeks I’m going to be looking at eight different life stages. Yep - eight! Believe it or not, I’ve identified eight distinct phases of life which come with unique financial challenges, and I want t
