The Meaningful Money Personal Finance Podcast
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The Meaningful Money Personal Finance Podcast
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 mo...
Episodi recenti
590 episodi
Listener Questions Episode 29 - Retire Soon
In today’s Q&A episode, we’re answering a bunch of questions from those on the threshold of retirement, getting into the nitty-gritty of age-differenc...
Listener Questions Episode 28
It’s another mixed-bag of questions this week, covering income protection, the local government pension scheme, avoiding the 60% tax trap and much mor...
Listener Questions - Episode 27
This week, we have questions about planning property purchases together as a soon-to-be-married couple, investing an inheritance, balancing an age gap...
Listener Questions - Episode 26
Some great questions this week about planning for the loss of the personal allowance, investing in GIAs, persuading an aunt to write a will, and much...
Listener Questions - Episode 25
It’s another packed and mixed bag of questions here on Meaningful Money. Today we deal with Seafarer’s pension contributions, tax-free cash on DB pens...
Listener Questions - Episode 24
This week, Pete is rested after his holiday and may even be more tanned than Roger, for once! We answer a mixed bag of questions ranging from financia...
Listener Questions Episode 23 - Inheritance Tax
This week we have a bunch of questions on the subject of inheritance tax, trusts and estate planning. Fair to say, these stretched us quite a bit and...
Listener Questions Episode 22: Financial Planning for Children
This week, Pete and Roger answer your questions about investing and planning for children, including trusts, life insurance and how to keep tax low.
Listener Questions, Episode 21
This week, we’re covering redundancy sacrifice into a pension, cash ISA allowance reductions, evening up finances between spouses and much more - it’s...
Listener Questions - Episode 20
It’s another full show of questions, ranging from assumed growth rates for investments, to Save As You Earn schemes to retirement cash buffers, and mu...
Family Protection Trusts and the McClure Solicitors Scandal with Lee Jackson
Today I’m joined by my friend Lee Jackson who came to me with a thorny financial/legal problem a few months ago pertaining to Family Protection Trusts...
The Soul of Wealth with Dr Daniel Crosby
I’m delighted to welcome back repeat guest, and one of the worlds leading lights in the field of behavioural finance - Dr Daniel Crosby. Daniel has a...
Listener Questions - Episode 19
It’s another mixed bag of your questions, taking everything from investing in offshore funds to evening up pension funds between spouses and lots more...
Listener Questions 18 - IHT, Trusts and Care
We’ve managed to cobble together another themed Q&A episode, this week dealing with questions around Inheritance Tax, Trusts and Care planning. Lots f...
Listener Questions Episode 17 - In Our 30’s
A bit of a themed Q&A this week, with some great questions from folks in their 30’s. We cover share save schemes at work, large inheritances and retir...
Listener Questions Episode 16
It’s time for another Listener Questions session! This week we cover commercial property in pensions, ethical investing, inherited pensions and so muc...
Listener Questions Episode 15
Another mixed bag of questions this week, including pension tax free cash, salary sacrifice for electric cars, de-risking a pension and buying gilts!...
Listener Questions, Episode 14
Welcome to another MM Q&A, taking in budgeting rules of thumb, pension tax relief and offshore worker pension contributions, and lots more besides!
Listener Questions - Episode 13
This week's MMQ&A covered questions on whether you need an emergency fund in retirement, starting late and the mechanics of the residence nil rate ban...
The Meaningful Money Retirement Guide - Launch episode!
Join Roger as he interviews Pete to celebrate the launch of The Meaningful Money Retirement Guide, asking the questions you want answered!
Listener Questions Episode 12 - PENSIONS!
This week we devote an episode of the MMQ&A to pensions of all flavours, answering questions on public sector schemes, partial transfers, fund choices...
Listener Questions 11 - Capital Gains
This week we answer questions on the loose theme of capital gains tax and investing via General Investment Accounts (GIAs). Spoiler alert - nothing’s...
What (not) to do when markets are volatile
We really hesitated to put anything out regarding the current market volatility as we didn’t want to add to the noise. But now that we’re a couple of...
Listener Questions Episode 10
As usual, we cover lots of ground in this week’s Q&A, including tax-free cash recycling, private medical insurance and Lifetime ISAs.
Listener Questions, Episode 9
Welcome to another Q&A show - this week we cover tax free cash from DB pensions, annuities vs drawdown and whether you should pay down a buy to let mo...
Listener Questions, Episode 8
It’s another Q&A, and this week’ we’re talking Lifetime ISA withdrawals, whether you need life insurance and the NHS pensions scheme, among other thin...
Listener Questions, Episode 7
Welcome to another Q&A show. This week we cover moving abroad, inheritance tax and paying into a pension while drawing from another, and lots more bes...
Listener Questions - Episode 6
In this episode we answer questions about RSU’s, the Cashflow Ladder, Pension vs LISA and a whole lot more!
Shownotes: https://meaningfulmoney.t...
YOU CAN Set And Stick To A Budget
Today we’re talking about budgeting and encouraging that you CAN set and stick to a budget. It’s not easy, but it isn’t complicated either, so we’re h...
Seven Myths About Money, with Rob Dix
This week, I chat to long-term friend of the show, Rob Dix, co-host of the Property Podcast, author of The Price of Money and now a new book Seven Myt...
Listener Questions - Episode 5
We’re back with another Q&A show, with a bit of a DB Pension tilt this time, though we even get into a question on equity release. We cover lots of gr...
YOU CAN be financially prepared for life events
Today we’re going to be taking about being financially prepared for life events. This is important because it’s so easy to make progress with your fin...
YOU CAN Learn To Invest
In today’s episode, we show you how YOU CAN learn to invest. Honestly, it’s easier than you think!
Shownotes: https://meaningfulmoney.tv...
YOU CAN Be Good With Money
Today we kick off a brand new season designed to empower you to take control of your finances. We’re excited for this one as we hope to show you that...
Questions & Answers, Episode 4
It’s another Q&A show, and this week we cover managing finances under an LPA, Maternity pay, and what to do with a big windfall, plus lots more beside...
Questions & Answers, Episode 3
Good to be back with another Q&A show to kick off the new year. This week we cover, ETFs, Pension contributions for high earners, tax relief for non-e...
Helpful Basics -Combining Pensions
Today we’re going to look at combining or consolidating pensions - a big subject which we’ll try to do some justice…
Shownotes: https:/...
Helpful Basics: The Financial Advice Process
In this episode, we want to look at the financial advice process, and give you the helpful basics that you need to think about if you are considering...
Listener Questions - Episode 2
It's time for another listener Q&A! This time we cover paying off student loans, old pensions, alternative to pensions and ISAs and much more.
S...
Helpful Basics: How to be intentional
Today we’re going to focus on a subject that we often allude to, but which we want to take a bit further and deeper. We’re always talking about the ne...