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
Nov 29, 2023 • 44min
Real Stories: Preparing for Death
This podcast explores the importance of preparing for death and the impact it has on managing finances. They discuss estate planning, tax benefits of gifting, password managers, funeral wishes, avoiding family disputes, and preparing for death through treatment plans and creating a will. The hosts also share a personal transformative journey.
15 snips
Nov 22, 2023 • 50min
Real Stories: Inheritance Tax Planning
The podcast explores strategies for estate and inheritance tax planning, including investing in specific types of investments, utilizing inheritance tax services, and shifting investments into zero-rated ISAs. They discuss the challenges of property planning for inheritance tax and the importance of giving. Additionally, they explain the benefits of in-species transfers and discuss the process of transferring funds in an investment account.
Nov 15, 2023 • 35min
Real Stories: Protection Inspiration
Today we're continuing in our Real Stories season and we're going to talk about Protection - talking about the life insurance, critical illness cover and income protection that underpins any financial plan. Shownotes: https://meaningfulmoney.tv/RS4
4 snips
Nov 8, 2023 • 47min
Real Stories: How Much Is Enough?
Today we're going to be asking the question How much is enough? And we'll go over some real stories of when we've helped clients answer that question. Show Notes: https://meaningfulmoney.tv/RS3 Retirement Investing Cheatsheet: https://meaningfulmoney.tv/retirementinvesting
Nov 1, 2023 • 36min
Real Stories: Good Planning, Bad Tax Schemes
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
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.
