The Meaningful Money Personal Finance Podcast

Pete Matthew
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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.
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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   
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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 
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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/  
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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.
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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/  
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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 
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Jun 7, 2023 • 49min

Finance OS: Pension contributions

So far we’ve covered budgeting - the thing that underpins it all, and also the essential emergency fund - putting a buffer between ourselves and whatever the world can throw at us. It might seem logical now to go on to talk about paying down debt, but according to the UKPF Flowchart, there’s a step before that, and we absolutely agree that this is in the right place - we need to talk about PENSION CONTRIBUTIONS   Show Notes UKPF Flow Chart
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21 snips
May 31, 2023 • 35min

Finance OS: The Emergency Fund

Today we continue our dance through the UK Personal Finance Flow Chart, which is serving as our map for building a kind of Financial Operating System. Last week we went deep into Budgeting, and today we want to talk about the Emergency fund. Might not sound the most gripping of subjects, but it IS important…   Show Notes UKPF Flow Chart  
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14 snips
May 24, 2023 • 43min

Finance OS: Budgeting

Today we’re going to be starting our journey proper through the UKPF Flowchart and talking about the foundation of it all - Budgeting. Show Notes Meaningful Money Budget Tracker UKPF Flowchart

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