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
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
Feb 7, 2024 • 31min
Big Ideas - Simplicity
This podcast discusses the importance of simplicity in managing personal finances and provides examples of clients who struggled with complex financial affairs. It also addresses the importance of assessing one's financial situation and aligning finances with goals. The podcast explores the difficulties faced by self-employed individuals in navigating tax complexity and provides tips on simplifying the process. It emphasizes the importance of taking control of financial planning and explores options for minimizing inheritance tax exposure.
Jan 31, 2024 • 33min
Big Ideas: Compounding
The podcast explores the concept of compounding and how compound interest works in personal finance. It emphasizes the importance of understanding and utilizing compound interest for long-term financial growth. The hosts discuss the risks of interrupting compounding and the benefits of intentional investing. They also cover maximizing tax efficiency and compounding with pensions, Ices, and investment vehicles, as well as understanding investment charges. Additionally, they touch on the difference between spending and investing, the role of gold in a portfolio, and the importance of knowing your time scale.
Jan 24, 2024 • 52min
Big Ideas: Businesses and Bricks
In this podcast, the hosts introduce the new season and discuss timeless truths in personal finance. They delve into the proven asset classes of shares and property, highlighting the benefits of owning shares and the advantages and disadvantages of investing in them. They also explore the importance of building wealth and investment objectives, the complexities of holding property in a limited company, and the value of seeking tax advice. Lastly, they emphasize the importance of navigating tax breaks and regulations and the accessibility of investing in businesses and properties.
