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
18 snips
Jun 5, 2024 • 37min
Big Mistakes: Starting Late
Explore the challenges and strategies of starting late on the wealth-building journey, emphasizing the importance of financial education and adopting golden rules. Learn about planning for retirement, maximizing tax reliefs, investing wisely despite market volatility, and embracing mistakes for financial success. Discover tips for navigating pension transfers, dealing with provider inefficiencies, and avoiding neglecting costs in personal finance.
May 29, 2024 • 38min
Big Mistakes: Listening To The Wrong People
In this new season covering some big mistakes that any of us can make with our finances, we start with the mistake of listening to the wrong people. But how can we determine who the wrong people might be? Show Notes: https://meaningfulmoney.tv/BM1
Apr 10, 2024 • 51min
The Four Cornerstones of Financial Wellbeing, with Chris Budd
Chris Budd, a financial planning legend and author of 'The Four Cornerstones of Financial Wellbeing,' dives into the crucial link between financial health and mental well-being. He discusses how redefining financial well-being can lead to personal fulfillment, stressing the importance of internal self-worth. Budd also tackles the psychological hedonic treadmill, advocating for introspection over consumerism. He highlights transformative financial conversations and the behavioral shifts needed to cultivate true happiness and a fulfilling life.
Apr 3, 2024 • 51min
Big Ideas: Do you need advice?
The podcast explores the idea that most people don't need financial advice. It discusses the evolution of financial planning, the value of financial coaching versus traditional advice, and navigating the complexities of pensions and retirement decisions. The hosts emphasize the importance of finding qualified advisors and maximizing returns with investment bonds.
Mar 27, 2024 • 39min
Big Ideas: PIPSIO - The Order Of Financial Priorities
Today we’re covering the ideal order of financial priorities, something Pete and Rog learned early on in their financial planning training. The order was summarised by the acronym PIPSIO Protection Income Protection Pensions Savings Investments Other PIPSIO is nothing more than a useful mnemonic, but it really does serve a purpose. I still remind the advisers at Jacksons of it now and again. Shownotes: https://meaningfulmoney.tv/BI9
Mar 20, 2024 • 36min
Big Ideas - Time IN The Market
Today we’re covering a classic piece of financial advice - definitely a Big Idea of investing: Time IN the market, not timing the market! Shownotes: https://meaningfulmoney.tv/BI8
6 snips
Mar 13, 2024 • 46min
Big Ideas: Planning Over Products
Exploring the shift to client-centered financial planning, emphasizing the importance of understanding individual goals and making decisions based on desired outcomes. Discussing retirement planning, importance of cashflow modeling, and achieving long-term financial success through compound growth. Delving into challenges of pension division in divorce and celebrating podcast milestones.
Mar 6, 2024 • 30min
Big Ideas: Prioritising Today
Explore the importance of balancing present enjoyment with future financial goals, prioritizing debt repayment over investing, and finding the right balance between protection and simplicity in financial management. Learn practical tips for managing current finances effectively while planning for the future.
Feb 28, 2024 • 39min
Big Ideas: Behaviour is EVERYTHING
Today we’re talking about Behaviour and why really, it’s ALL about that when it comes to being financially successful. Show notes: https://meaningfulmoney.tv/BI5
Feb 21, 2024 • 38min
Big Ideas: Looking After No. 1
We’re continuing our Big Ideas season, talking about the overarching concepts that govern our understanding of money and how to use it. Today’s subject is: Looking after Number 1. Shownotes: https://meaningfulmoney.tv/BI4
