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
Apr 21, 2021 • 23min
The Portfolio Review Checklist
Your investments, if left unchecked, can quickly get out of step with your original intentions for them, so they need to be reviewed regularly. But what does an investment review really entail? Let's find out!
Apr 14, 2021 • 24min
A Checklist For Financial BALANCE
Easily the number one question I get asked here at MeaningfulMoney is about finding balance in finances. It's a BIG question, but hopefully this week's checklist will help us to find that elusive financial balance.
Apr 7, 2021 • 20min
The Annual Financial Review Checklist
Over the past couple of weeks we've looked at organising your paperwork and your financial life in general. That's all well and good, but now we're in good shape, we need to keep it that way and for that, we'll need an annual review checklist.
Mar 31, 2021 • 23min
The Financial Life Checklist
Staying on top of your personal finances can seem like a really hard work - there's just so much to do! There is always a new piece of paper or email coming in, insurance to renew, utilities to switch - it never ends! As ever though, it helps to work systematically and get things set up so that they are easy to stay on top of. Today we're going to talk about organising your financial life!
Mar 24, 2021 • 22min
The Financial Paperwork Checklist
Paperwork is the bane of most of our lives, but for now it is a necessary evil. Today's checklist will help you work through your mountain of paper to make managing your finances infinitely easier.
Mar 17, 2021 • 26min
UK Pensions Checklist
Sometimes I just want someone to tell me exactly what steps to take to get a job done. You know - do these few steps and the outcome is a given; all the thinking taken away. The checklist is the perfect embodiment of this, and today we're talking about the pension checklist - everything you need to know and everything you need to do to get your pensions in order.
Mar 3, 2021 • 30min
Lasting Powers of Attorney with Dan Garrett of Farewill
Lasting Powers of Attorney are misunderstood and most often ignored by too many of us. Often that's due to ignorance; sometimes concerns are about cost. Today I want to clear some of that up, and I've enlisted the help of just the right person…
Feb 24, 2021 • 35min
Retirement Spending Patterns with Abraham Okusanya
Spending is one of the biggest levers in our control. When we're building wealth, well….we won't build wealth unless we control our spending. When we approach retirement, it's really important to understand what our likely spending patterns might be so we can plan accordingly. Today I bring back repeat guest, the ever-popular Abraham Okusanya of Timeline, who has literally written the book on retirement spending and investing called Beyond the 4% Rule (link below), and continues to do great work in this field.
Feb 17, 2021 • 38min
The Dangers of Financial Influencers with George Agan
There's a lot of crap online, and there seems to be an increasing number of financial charlatans offering stock tips and 'advice' with no regulatory oversight, of course. George Agan and I talk about that, and more, in our conversation today - hope you enjoy it.
Feb 10, 2021 • 40min
Investing Globally and Regionally with Justin Urquhart Stewart
It's a joy to welcome back long-time friend of the show Justin Urquhart Stewart to the podcast to talk about the outlook of the world economy coming off the back of COVID and also his latest venture, called Regionally.
