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
Aug 5, 2020 • 24min
Legacy Planning - Part Two
Last week we covered the basics of legacy planning, including a very high-level overview of how wills work and inheritance tax etc. The main point though was that estate planning starts with you and what you want to happen. Only once we've established that can we talk about how to navigate the system to make it happen - and we're going to cover that today…
Jul 29, 2020 • 26min
Legacy Planning - Part One
After a life spent first building and then enjoying wealth, if there's anything left we will probably end up thinking about how best to pass that on to the next generation, or to the causes we care about. We're talking now about leaving a legacy when we're gone and the choice we make can have massive repercussions for our families - this is important!
Jul 22, 2020 • 22min
Losing A Life Partner
It a sad fact of getting older that we become increasingly aware of our own mortality. And eventually, for those of us who are in a long-term relationship, we have to face the spectre of losing our partner, or of them losing us. Obviously, if we're old enough to be in retirement, then this is even more of a factor in our minds, and like everything else, we should plan for it.
Jun 24, 2020 • 26min
The Longest Holiday
Eventually, life in retirement settles into a nice rhythm. Most folks get to a point where they have everything they need - they've taken the big holidays, bought the camper van - and they find a level of balance in their daily routine. That's exactly as it should be but presents some challenges and also some opportunities…
Jun 17, 2020 • 22min
Avoiding Costly Mistakes In Retirement
In retirement, any mistakes you make with your finances are likely to be more costly simply because you may not have the time to undo them. I want to try and help you side-step them before they become an issue for you, and as always, that starts with awareness.
Jun 10, 2020 • 26min
Risk in retirement
Risk is an inherent part of wealth-building and wealth-enjoying, as we're talking about in this season. As you know by now, risk comes in all kinds of flavours, some of which are specific to different life stages. Today I want to talk about the risks you'll face with your money in retirement.
Jun 8, 2020 • 33min
Transforming the DEATH Industry
Pretty much nothing has changed when it comes to writing wills, arranging funerals and applying for probate in…well, in a very long time. Today I'm chatting with Dan Garrett, CEO of Farewill and he's on a mission to force change in what he calls the death industry!
Jun 3, 2020 • 34min
Investing in retirement
Today I want to talk about investing in retirement, which is a big subject, to say the least. So I've called in someone who knows what they are talking about because they have helped build a system for my sponsors, Seven Investment Management, to provide a future-proof managed investment system for their clients. I imagine we'll learn a thing or two…
May 27, 2020 • 19min
Financial Housekeeping in Retirement
As we've said a time or two here, retirement represents quite a change from life at the coalface. You've done things the same way financially speaking for ages, and now things are looking a little different. Today I want to go over some financial housekeeping that will stand you in good stead for a spree-free financial retirement.
May 25, 2020 • 24min
Life Insurance and COVID-19
Hopefully it's a nice surprise when an unexpected episode drops into the feed! I'm adding this in here because I had the chance to chat with Tom Baigrie of life insurance advisers LifeSearch about their experiences in the current pandemic - it makes for an interesting conversation…
