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
Jan 10, 2024 • 36min
Pathfinders, with JL Collins
The Simple Path to Wealth is the most distilled, purest book on wealth-building I’ve found and I still recommend it all the time. Now the author, JL Collins, has followed up with a new book called Pathfinders, which is full of stories of how people have taken the teaching in the Simple Path, and applied it to their lives. Shownotes: https://meaningfulmoney.tv/session522
Jan 3, 2024 • 40min
Real Stories: Financial Planning Priorities
Today, we’re talking about Financial Planning Priorities and recounting some examples where we have made sure that people got things in the right order… Show Notes: https://meaningfulmoney.tv/RS10
Dec 20, 2023 • 51min
Real Stories: Equity Release
Today we’re going to talk about Equity Release, and contentious subject for some but a useful tool in financial planning for older folks who are asset-rich, but cash-poor. We’ll recount a couple of real stories from our own experience as advisers and then go over what you need to know and do about using Equity Release for your own financial planning or for your older family members, perhaps. Shownotes: https://meaningfulmoney.tv/RS9
Dec 13, 2023 • 47min
Real Stories: The Shape Of Retirement
Explore the alternative paths to retirement, including transitioning to retirement through employee ownership trusts and multiple career paths. Discover the concept of mini retirements and the changing definition of retirement. Learn about the importance of staying flexible in retirement planning and choosing fixed term lengths for financial products. Discover options for exiting a business and navigating career challenges. Lastly, explore the considerations of taking out a mortgage for retirement.
Dec 6, 2023 • 40min
Real Stories: Serious Pension Planning
The podcast discusses real stories about unique pension planning strategies such as borrowing from a pension to expand a restaurant and not investing pension funds in one's own company. It also covers topics like property investment using pension funds, the benefits of pensions for directors, the role of financial planners, exceeding the annual allowance in pension schemes, and personal and employer contributions.
Nov 29, 2023 • 44min
Real Stories: Preparing for Death
This podcast explores the importance of preparing for death and the impact it has on managing finances. They discuss estate planning, tax benefits of gifting, password managers, funeral wishes, avoiding family disputes, and preparing for death through treatment plans and creating a will. The hosts also share a personal transformative journey.
Nov 22, 2023 • 50min
Real Stories: Inheritance Tax Planning
The podcast explores strategies for estate and inheritance tax planning, including investing in specific types of investments, utilizing inheritance tax services, and shifting investments into zero-rated ISAs. They discuss the challenges of property planning for inheritance tax and the importance of giving. Additionally, they explain the benefits of in-species transfers and discuss the process of transferring funds in an investment account.
Nov 15, 2023 • 35min
Real Stories: Protection Inspiration
Today we’re continuing in our Real Stories season and we’re going to talk about Protection - talking about the life insurance, critical illness cover and income protection that underpins any financial plan. Shownotes: https://meaningfulmoney.tv/RS4
4 snips
Nov 8, 2023 • 47min
Real Stories: How Much Is Enough?
Today we’re going to be asking the question How much is enough? And we’ll go over some real stories of when we’ve helped clients answer that question. Show Notes: https://meaningfulmoney.tv/RS3 Retirement Investing Cheatsheet: https://meaningfulmoney.tv/retirementinvesting
Nov 1, 2023 • 36min
Real Stories: Good Planning, Bad Tax Schemes
This week we want to look at one Real Story of a planning journey with a client that has seen some highs and lows. It’ll demonstrate the power of a relationship with a trusted financial planner, and also what can go wrong when someone tries to get too clever. Shownotes: https://meaningfulmoney.tv/RS2 Investment Cheatsheet: https://meaningfulmoney.tv/investment
