Listener Questions - Episode 5
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
2d ago
We’re back with another Q&A show, with a bit of a DB Pension tilt this time, though we even get into a question on equity release. We cover lots of ground, as always - hope it’s useful! Shownotes: https://meaningfulmoney.tv/QA5  00:55  As you made a request for questions I thought I'd pose this (apologies in advance for the length, feel free to trim as required): I am single, mid-forties, with no dependents (I do have some family I plan to pass wealth on to, but when they need it rather than leaving it in my estate). I'm aiming for the mystical die with zero. As a home owner, a ..read more
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YOU CAN be financially prepared for life events
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
1w ago
Today we’re going to be taking about being financially prepared for life events. This is important because it’s so easy to make progress with your finances, only to have the rug pulled out from under your feet by something unexpected. Or even something that IS expected… Shownotes: https://meaningfulmoney.tv/YC3 Everything You Need To Know 03:00 Life events – like what? 03:55 Marriage 04:43 Having a Child 05:09 Buying a Home 05:24 Career Advancement 06:02 Starting a Business 07:47 Receiving an Inheritance 08:44 Job Loss or Career Change 09:10 Divorce or Separation 10:04 Serious Illness or Dis ..read more
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YOU CAN Learn To Invest
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
2w ago
In today’s episode, we show you how YOU CAN learn to invest. Honestly, it’s easier than you think! Shownotes: https://meaningfulmoney.tv/YC2  Everything You Need To Know 01:21  What is investing? Swapping your money for assets that grow in value, produce an income, or ideally both. 05:46  Why do people think it’s hard? 08:14  What you really need to know? Asset classes that matter - equities, bonds and property. Everything You Need To Do 29:48  Build a foundation first. 32:58  Start with money you’re probably already investing. 42:27  Open an ISA/LISA/Pens ..read more
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YOU CAN Be Good With Money
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
3w ago
Today we kick off a brand new season designed to empower you to take control of your finances. We’re excited for this one as we hope to show you that you CAN be good with money! Shownotes: https://meaningfulmoney.tv/YC1  00:01 - Intro 03:27 - Everything You Need To Know 23:29 - Everything You Need To Do 49:08 - A Review From A Listener ..read more
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Helpful Basics: The Financial Advice Process
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
3w ago
In this episode, we want to look at the financial advice process, and give you the helpful basics that you need to think about if you are considering getting professional financial advice. Shownotes: https://meaningfulmoney.tv/HB9   What You Need To Know 02:24 Advice vs planning - Advice is product-led, Planning is outcome-led. 08:11 The Financial Planning process. 08:50 Establish and define the relationship. 11:50 Collect client information to have context for advice. 15:04 Analyse and assess the current position. 16:45 Develop the plan and make recommendations. 22:32 Implementation. 23 ..read more
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Questions & Answers, Episode 4
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
1M ago
It’s another Q&A show, and this week we cover managing finances under an LPA, Maternity pay, and what to do with a big windfall, plus lots more besides! Shownotes: https://meaningfulmoney.tv/QA4  00:58  Big fan of the show. Really appreciate your work. Dad is 92 with rapidly declining health (Dementia and mobility issues). He is still living at home with Mum (80) who is caring for him with family help. At the moment, it is about manageable. I am managing their finances. We have moved the majority of savings into my mum's accounts. I have used up mum's entire ISA allowance ..read more
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Questions & Answers, Episode 3
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
1M ago
Good to be back with another Q&A show to kick off the new year. This week we cover, ETFs, Pension contributions for high earners, tax relief for non-earners and lots more besides. Shownotes: https://meaningfulmoney.tv/QA3 02:21 First of all I have to thank you for the many years of enlightening listening that I have enjoyed. I thought it was excellent when Pete created the content, however it only improved with the addition of Rog. Yours is by far the best personal finance podcast that I listen to, and long may it continue. My question revolves around index funds & ETF’s. Many of the A ..read more
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Helpful Basics: Pension vs ISA
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
1M ago
In today’s episode of our Helpful Basics season, we’re going to be talking about Pensions and ISA, explaining how they work, comparing them and helping you to know which ones to use and when. Shownotes: https://meaningfulmoney.tv/HB7 Everything you need to Know 02:07 Paying money IN. 13:50 Taking money OUT. 22:40 What happens when you die. Everything you need to Do 33:07 Join your employer's pension, or stay in it, or open one if self employed. 36:50 Use ISAs for medium term savings. 38:17 Use LISAs for first-time house purchase or to supplement retirement savings. 40:17 Blend 41:15 Be intent ..read more
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The Four Cornerstones of Financial Wellbeing, with Chris Budd
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
1M ago
Today I am joined by repeat guest and financial planning legend, Chris Budd. He has a new book called the Four Cornerstones of Financial Wellbeing and it’s a very helpful read for anyone struggling to keep money in its place, or with the effects that money can have on our mental health.   Shownotes: https://meaningfulmoney.tv/session533  ..read more
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Big Ideas: Compounding
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
1M ago
Today we’re going to look at arguably the biggest of big ideas - the magic of compounding. Einstein said: “Compound interest is the eight wonder of the world. He who understands it, earns it; he who doesn’t pays it” - We reckon that makes it an important subject! Shownotes: https://meaningfulmoney.tv/BI2 ..read more
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