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 25, 2023 • 44min
Real Stories 1: Market Timing
Today we begin a new season which will be a bit different, because we’re going to cover some real stories from our years in the financial advice profession. The idea is that the first part of each episode will be going over one or more examples of real client situations and in a particular area of financial planning - all anonymised of course - and from those we can draw some lessons and other salient points for your information and action. Shownotes: https://meaningfulmoney.tv/RS1
Oct 4, 2023 • 33min
Buying A Used Car, with Dave O’Sullivan
Dave O'Sullivan, a car industry expert, shares his decades of knowledge and experience in the car trade. They discuss key points on buying a car, emotional aspects of car purchasing, comparing numbers between buying and leasing an electric car, where to buy used cars, and favorite online content creators.
Sep 27, 2023 • 36min
Online Finance Communities with Alasdair Walker
Today I’m chatting with a colleague, a fellow financial planner, Alasdair Walker. It’s a conversation between fellow nerds really, specifically about Alasdair’s involvement with the UKPF Reddit community. Shownotes: https://meaningfulmoney.tv/session510
Sep 20, 2023 • 45min
Business Protection Masterclass, with LifeSearch
Welcome to another Inbetweenisode where my guest is a senior member of the team at LifeSearch - Alan Richardson. This will be super-useful episode for anyone who has a business of any kind. Shownotes: https://meaningfulmoney.tv/session509
Sep 13, 2023 • 40min
Retiring Well with Justin King
The podcast discusses Justin King's newly released book, the Retirement Cafe Handbook. They talk about the challenges of writing and editing the book. The importance of purpose, vitality, choice, and joy in retirement is emphasized. They address the fear of dementia and the need to plan ahead. The three levers to retire well are discussed: purpose, self-care, and planning.
Sep 6, 2023 • 46min
Finance OS: Q and A Session
In this final episode of Season 25, Roger and Pete answer some representative questions sent to us as the season has gone on. Shownotes: https://meaningfulmoney.tv/OS15
Aug 30, 2023 • 44min
Finance OS: Later Life
Today we need to finish off Season 25 - our finances OS season - by talking about the necessary things to get right in later life. Shownotes: https://meaningfulmoney.tv/OS14
Aug 23, 2023 • 33min
Finance OS: Retirement Reviews
Learn about conducting regular reviews of finances in retirement, replicating monthly income structure, reviewing legislative changes and assessing performance, preparing for financial independence as a recent graduate in a stable industry, financial considerations for new vet graduates, protecting income and reviewing finances annually, and a preview of the next episode.
Aug 16, 2023 • 44min
Finance OS: The Danger Zone
Today we’re going to talk about the DANGER ZONE That’s period of time from when you retire to when all your available income sources are coming in, usually the time of your state pension. This is the period where you’ll have the best health, so you’ll want to enjoy that and spend your money accordingly. Show Notes: https://meaningfulmoney.tv/OS12
Aug 9, 2023 • 39min
Finance OS: At Retirement
This podcast episode focuses on the important decisions and challenges that arise at the point of retirement. It covers topics such as preparing for retirement, investing challenges, practical steps for retirement planning, tax implications, and the importance of accessible cash. The hosts also mention a listener review, upcoming Q&A session, and tease the topic of the next chapter.
