Big Ideas - Simplicity
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
3w ago
This week’s Big Idea is Simplicity - it’s so important to keep your finances as simple as possible for the reasons that we’ll cover today! Shownotes: https://meaningfulmoney.tv/BI3  ..read more
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Big Ideas: Businesses and Bricks
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
1M ago
Today we kick off a new season which we’re calling Big Ideas. The thinking is that we’ll deal with some of the big, overarching principles of personal finance, and show you how to put them into practice. Shownotes: https://meaningfulmoney.tv/2024/01/24/big-ideas-businesses-and-bricks ..read more
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Pathfinders, with JL Collins
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
1M ago
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  ..read more
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Real Stories: Financial Planning Priorities
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
2M ago
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  ..read more
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Real Stories: Equity Release
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
2M ago
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  ..read more
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Real Stories: The Shape Of Retirement
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
2M ago
Today we’re going to consider the Shape of Retirement and how it doesn’t have to be the traditional work-for-40-years-then stop model that has been the norm for most of the last century. We have some simple examples of how clients have done that and also some salutary warnings. Show Notes: https://meaningfulmoney.tv/RS8 ..read more
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Real Stories: Serious Pension Planning
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
3M ago
Today we’re going to look at some real stories around pension planning, but not your usual run-of-the-mill pension planning! We’re going to look at SIPPs and SSASs and how we’ve used them to move our clients’ financial plans forward.   Shownotes: https://meaningfulmoney.tv/RS7  ..read more
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Real Stories: Preparing for Death
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
3M ago
Today we’re going to be talking about preparing for death, which doesn’t have to be as morbid as it sounds! But we have to face it, and preparing well for the day we shuffle off this mortal coil is an important part of being intentional about our finances. Shownotes: https://meaningfulmoney.tv/RS6 ..read more
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Real Stories: Inheritance Tax Planning
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
3M ago
Today we’re going to look at some work that we’ve done for clients in the area of estate and inheritance tax planning, and draw some lessons that might be useful for you in the same area. Show notes: https://meaningfulmoney.tv/RS5   ..read more
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Real Stories: Good Planning, Bad Tax Schemes
The Meaningful Money Personal Finance Podcast
by Pete Matthew - Meaningful Money
4M ago
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 ..read more
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