The Meaningful Money Personal Finance Podcast

Pete Matthew
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Mar 16, 2022 • 37min

Overpay your mortgage or invest?

This season is called This or That, and in each episode we'll be looking at a particular this or that scenario. This week's This or That question is whether to overpay your mortgage or invest? You have some spare money each month - should you pay down your mortgage more quickly or should you invest it in your pension or ISA?
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Feb 16, 2022 • 39min

Manage Your Financial Expectations

Now and again, something comes across my desk which makes me sit up and take notice, and that's exactly what happened when a book called Manage Your Financial Expectations landed in my in-tray. The book - one of three, eventually - and the whole project is the brainchild of Mark Hamilton, retired businessman and father of three. I've invited him on to tell his story and the why behind the books.
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Feb 9, 2022 • 34min

Mortgage-Free Faster, with Sprive

I'm joined today by Jinesh Vohra from a company called Sprive, and their tagline is Mortgage Free, faster - which immediately piqued my interest.
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Feb 2, 2022 • 41min

A Financial Journey with David Calder

I'm excited to bring you a real-life success story from a listener called David Calder. David reached out to me, basically to say thanks for the content, and told me the story of his journey over the past year or so. He suggested that he'd be happy to come on to the show and tell his story to inspire others, and hopefully, it'll do just that.
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Jan 26, 2022 • 55min

Lessons from a Lifetime in Finance with Roger Weeks

This week, as an inbetweenisode, I thought we'd spend some time getting to know my good buddy Roger - he of the dulcet Cornish tones who has joined me for the past ten weeks or so on the podcast.
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Jan 19, 2022 • 49min

Quick Wins with Financial Behaviour

Roger and I have been advisers for nearly 50 years between us and we've long since learned that when it comes to advising clients, it really isn't the money that's important, but the way that clients behave towards their money. Today we're going to give you some quick wins to help yourselves make good decisions with your money.
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Jan 12, 2022 • 54min

Quick Wins with Costs and Tax

Every penny paid in costs is a penny which isn't growing for your future, so it stands to reason that we need to minimise the costs we pay. And tax is one of the biggest costs we can incur.
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10 snips
Jan 5, 2022 • 41min

Quick Wins with Estate Planning

Here we are with another session of Quick Wins, this time to do with your estate planning. We want to help you make progress quickly, if this is something you've been wanting to get your head around. But even if you're thinking that you're WAY too young to be even thinking about that, there should be some stuff in here for anyone...
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Dec 15, 2021 • 48min

Quick Wins with Life Insurance

It's no exaggeration to say that having a decent protection programme in place is FOUNDATIONAL to everything else we do with our money. It truly is the thing that everything else is built upon. If it's a shaky foundation, then all our plans might come to nothing. That said, insurance is something that most people need, but no-one really wants to pay for, so we need to get the balance right, making sure that we have enough insurance, but don't overdo it.
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Dec 8, 2021 • 32min

Quick Wins with your Savings Rate

Your savings rate isn't the interest rate you're getting on savings in your bank, despite how it sounds. Rather, it is the amount of your income that you're saving each month or each week, and it's one of the most powerful levers in your control, when it comes to building wealth.

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