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
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.
Aug 2, 2023 • 36min
Finance OS: Approaching Retirement
Today we’re going to look at the things we need to do as we approach retirement. We always say that retirement is THE point in time where everyone would benefit from taking professional advice, but at least we can give you the main things to be thinking about and to talk to your adviser about.
Jul 26, 2023 • 39min
Finance OS: Taking Stock and Reviewing
Today we thought we would take stock of where we’ve come in the season and also to help you with reviewing the transition points of the flow chart, as they apply to your life. A regular review is essential for being intentional with our finances, and it’s at those review points that we can take a look at where we are and see if there’s anything we need to change. Shownotes: https://meaningfulmoney.tv/OS9
Jul 12, 2023 • 1h 14min
The 500th Episode!
So…this has been a lot of work! 500 episodes over ten and a half years, not to mention over 460 videos. Today we’re going to throw out the usual structure of the show and hear from lots of different voices, some friends of the show but also quite a few listeners, which will be excellent! Show Notes: https://meaningfulmoney.tv/session500
Jul 5, 2023 • 41min
Finance OS: Long-Term Goals
Today we’ll continue to build on the foundations we’ve laid and also on last week’s discussion of shorter-term goals. We’re going to be talking about identifying, costing and building towards long-term goals. Show Notes: https://meaningfulmoney.tv/OS8 UKPF Flow Chart: https://ukpersonal.finance/flowchart/
Jun 28, 2023 • 32min
Finance OS: Short-Term Goals
The podcast discusses building a strong financial foundation, reflecting on achievements, understanding disposable income and choices, setting and achieving short-term goals in personal finance, reviewing budget and deploying money, and controlling impulse spending and making thoughtful financial decisions.
5 snips
Jun 21, 2023 • 47min
Finance OS: The Foundation of Insurance
Today, we continue to work our way through the UK Personal Finance Flowchart, using that as a guide to create our Finance Operating System. And specifically today we’re going to be talking about completing our wealth foundation with insurance. This is such an important subject because there is simply no point building for the future without putting measures in place to make sure that our financial plans are not completely derailed if the future doesn’t wind up like we expect. Show Notes: https://meaningfulmoney.tv/OS6 UKFP Flowchart: https://ukpersonal.finance/flowchart/
Jun 14, 2023 • 45min
Finance OS: Paying Off Expensive Debt
Today we’re continuing our tip-toe through the UK Personal Finance Flow Chart, and specifically, we’re talking about paying off expensive debts. This is an essential part of getting your finances on a firm footing so that you can build for the future. Show Notes: https://meaningfulmoney.tv/OS5 UKPF Flow Chart: https://ukpersonal.finance/flowchart/ UPDATE: Voluntary National Insurance deadline for filling gaps since April 2006 has been extended to 5 April 2025. https://www.gov.uk/government/news/deadline-for-voluntary-national-insurance-contributions-extended-to-april-2025
