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The Meaningful Money Personal Finance Podcast

Pete Matthew

300 episodes

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.

More about the show

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 page 3 of 6

  1. Bridging the Advice Gap, with Alastair Ford

    · 38 min

    Today I'm chatting with my friend Alastair Ford about a project we've been working on together, but also about our rationale for it and why we think it's a timely addition to the Meaningful family of services.…

  2. Health, Wealth and Happiness with Dave Algeo

    · 47 min

    Today I'm joined by my friend Dave Algeo a mid-life health coach to talk about the link between health and wealth and lots more besides. Shownotes: https://meaningfulmoney.tv/session544 Dave's Daily Sprout email:…

  3. Big Mistakes: Worrying About Care Fees

    · 50 min · S28 E10

    Today we want to talk about the last Big Mistake, one which we come across all the time with our older clients, and that is worrying about care fees. This is an important one that we want to cover to give you some…

  4. Big MIstakes: Not Spending Enough

    · 40 min · S28 E9

    Today, in the penultimate episode of this series, we're talking about the Big Mistake of Not Spending Enough, which might surprise some people! Shownotes: https://meaningfulmoney.tv/BM9

  5. Big Mistakes: Neglecting Reviews

    · 35 min · S28 E8

    We're on the home straight of a season covering the big mistakes we can all make with our finances, and today we're talking about neglecting our financial reviews. It's easy to put things off, but keeping a regular eye…

  6. Big Mistakes: Waiting Until...

    · 28 min · S28 E7

    Today we're going to be talking about the big mistake of waiting until… Until what? Well, we mean putting off making decisions until some arbitrary point the future, or until some self-determined set of circumstances…

  7. Big Mistakes: Behaving Badly

    · 43 min · S28 E6

    Today we revisit the vitally important subject of what the experts call behavioural finance or behavioural economics, which is really the study of how we interact, as emotional human beings, with the cold, hard world…

  8. Big Mistakes: Ignoring Later Life Planning

    · 53 min · S28 E5

    We're carrying on our season of Big Mistakes and today we're covering the mistake of not planning for later life, which is truly a big mistake. There's lots to think about in later life and too many people leave it too…

  9. Big Mistakes: Taking Too Little Risk

    · 42 min · S28 E4

    Today we're going to look at the big mistake of Being Too Cautious, or to put it another way, taking too little risk. Obviously we're talking primarily about investing here, and we want to talk about why risk is your…

  10. Big Mistakes: Ignoring Costs

    · 38 min · S28 E3

    We bang on about watching our investing costs all the time. And for good reason - not paying heed to the impact of costs can mean throwing away money unnecessarily. Shownotes: https://meaningfulmoney.tv/BM3

  11. Big Mistakes: Starting Late

    · 37 min · S28 E2

    Today we're going to talk our second big mistake: starting late. Of course this may not be a mistake, it may be the result of circumstance, and as we all know, life doesn't always conform to the perfection we'd perhaps…

  12. Big Mistakes: Listening To The Wrong People

    · 38 min · S28 E1

    In this new season covering some big mistakes that any of us can make with our finances, we start with the mistake of listening to the wrong people. But how can we determine who the wrong people might be? Show Notes:…

  13. The Four Cornerstones of Financial Wellbeing, with Chris Budd

    · 51 min · Episode 533

    Today I am joined by repeat guest and financial planning legend, Chris Budd. He has a new book called the Four Cornerstones of Financial Wellbeing and it's a very helpful read for anyone struggling to keep money in its…

  14. Big Ideas: Do you need advice?

    · 51 min · S27 E10

    Today we're rounding off Season 27 by covering the last of our big ideas - and it's one of the raisons d'etre of Meaningful Money, that most people don't need advice. Shownotes: https://meaningfulmoney.tv/BI10

  15. Big Ideas: PIPSIO - The Order Of Financial Priorities

    · 39 min · S27 E9

    Today we're covering the ideal order of financial priorities, something Pete and Rog learned early on in their financial planning training. The order was summarised by the acronym PIPSIO Protection Income Protection…

  16. Big Ideas - Time IN The Market

    · 36 min · S27 E8

    Today we're covering a classic piece of financial advice - definitely a Big Idea of investing: Time IN the market, not timing the market! Shownotes: https://meaningfulmoney.tv/BI8

  17. Big Ideas: Planning Over Products

    · 46 min · S27 E7

    Planning is - or should be - the framework for all financial decisions, but it is misunderstood by many. Hopefully this episode will explain a little about what planning is, how it works and how to go about it.…

  18. Big Ideas: Prioritising Today

    · 30 min · S27 E6

    Today we're going to be talking about the importance of prioritising today in your finances. That might sound counterintuitive to some, but we'll put some nuance on it and try and give you some practical things you can…

  19. Big Ideas: Behaviour is EVERYTHING

    · 39 min · S27 E5

    Today we're talking about Behaviour and why really, it's ALL about that when it comes to being financially successful. Show notes: https://meaningfulmoney.tv/BI5

  20. Big Ideas: Looking After No. 1

    · 38 min · S27 E4

    We're continuing our Big Ideas season, talking about the overarching concepts that govern our understanding of money and how to use it. Today's subject is: Looking after Number 1. Shownotes:…

  21. Big Ideas - Simplicity

    · 31 min · S27 E3

    This week's Big Idea is Simplicity - it's so important to keep your finances as simple as possible for the reasons that we'll cover today! Shownotes: https://meaningfulmoney.tv/BI3

  22. Big Ideas: Compounding

    · 33 min · S27 E2

    Today we're going to look at arguably the biggest of big ideas - the magic of compounding. Einstein said: "Compound interest is the eight wonder of the world. He who understands it, earns it; he who doesn't pays it" -…

  23. Big Ideas: Businesses and Bricks

    · 52 min · S27 E1

    Today we kick off a new season which we're calling Big Ideas. The thinking is that we'll deal with some of the big, overarching principles of personal finance, and show you how to put them into practice. Shownotes:…

  24. Pathfinders, with JL Collins

    · 36 min · Episode 522

    The Simple Path to Wealth is the most distilled, purest book on wealth-building I've found and I still recommend it all the time. Now the author, JL Collins, has followed up with a new book called Pathfinders, which is…

  25. Real Stories: Financial Planning Priorities

    · 40 min · S26 E10

    Today, we're talking about Financial Planning Priorities and recounting some examples where we have made sure that people got things in the right order… Show Notes: https://meaningfulmoney.tv/RS10

  26. Real Stories: Equity Release

    · 51 min · S26 E9

    Today we're going to talk about Equity Release, and contentious subject for some but a useful tool in financial planning for older folks who are asset-rich, but cash-poor. We'll recount a couple of real stories from…

  27. Real Stories: The Shape Of Retirement

    · 47 min · S26 E8

    Today we're going to consider the Shape of Retirement and how it doesn't have to be the traditional work-for-40-years-then stop model that has been the norm for most of the last century. We have some simple examples of…

  28. Real Stories: Serious Pension Planning

    · 40 min · S26 E7

    Today we're going to look at some real stories around pension planning, but not your usual run-of-the-mill pension planning! We're going to look at SIPPs and SSASs and how we've used them to move our clients' financial…

  29. Real Stories: Preparing for Death

    · 44 min · S26 E6

    Today we're going to be talking about preparing for death, which doesn't have to be as morbid as it sounds! But we have to face it, and preparing well for the day we shuffle off this mortal coil is an important part of…

  30. Real Stories: Inheritance Tax Planning

    · 50 min · S26 E5

    Today we're going to look at some work that we've done for clients in the area of estate and inheritance tax planning, and draw some lessons that might be useful for you in the same area. Show notes:…

  31. Real Stories: Protection Inspiration

    · 35 min · S26 E4

    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:…

  32. Real Stories: How Much Is Enough?

    · 47 min · S26 E3

    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…

  33. Real Stories: Good Planning, Bad Tax Schemes

    · 36 min · S26 E2

    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…

  34. Real Stories 1: Market Timing

    · 44 min · S26 E1

    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…

  35. Buying A Used Car, with Dave O'Sullivan

    · 33 min · Episode 511

    Today I'm chatting with Dave O'Sullivan, a listener who got in touch wanting to share his decades of knowledge of and experience in the car trade. We're going to discuss some key points about buying a car - one of the…

  36. Online Finance Communities with Alasdair Walker

    · 36 min · Episode 510

    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:…

  37. Business Protection Masterclass, with LifeSearch

    · 45 min · Episode 509

    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:…

  38. Retiring Well with Justin King

    · 40 min · Episode 508

    Today I'm bringing you a conversation I had with my friend Justin King for his podcast, which is called the Retirement Cafe podcast. Many of you will doubtless listen to that show as well as this one, and if you don't…

  39. Finance OS: Q and A Session

    · 46 min · S25 E15

    In this final episode of Season 25, Roger and Pete answer some representative questions sent to us as the season has gone on. Shownotes: https://meaningfulmoney.tv/OS15

  40. Finance OS: Later Life

    · 44 min · S25 E14

    Today we need to finish off Season 25 - our finances OS season - by talking about the necessary things to get right in later life. Shownotes: https://meaningfulmoney.tv/OS14

  41. Finance OS: Retirement Reviews

    · 33 min · S25 E13

    Today we look at how to keep the finances ticking over nicely in retirement by conducting regular reviews. Specifically, we'll be looking at when and how. Show Notes: https://meaningfulmoney.tv/OS13

  42. Finance OS: The Danger Zone

    · 44 min · S25 E12

    Today we're going to talk about the DANGER ZONE That's period of time from when you retire to when all your available income sources are coming in, usually the time of your state pension. This is the period where…

  43. Finance OS: At Retirement

    · 39 min · S25 E11

    We're on the home straight in this season now, and today, we're talking about the decisions we need to make at the point of retirement. It's probably the biggest transition of all in our financial lives, so this is an…

  44. Finance OS: Approaching Retirement

    · 36 min · S25 E10

    Today we're going to look at the things we need to do as we approach retirement. We always say that retirement is THE point in time where everyone would benefit from taking professional advice, but at least we can give…

  45. Finance OS: Taking Stock and Reviewing

    · 39 min · S25 E9

    Today we thought we would take stock of where we've come in the season and also to help you with reviewing the transition points of the flow chart, as they apply to your life. A regular review is essential for being…

  46. The 500th Episode!

    · 1 h 14 min · Episode 500

    So…this has been a lot of work! 500 episodes over ten and a half years, not to mention over 460 videos. Today we're going to throw out the usual structure of the show and hear from lots of different voices, some…

  47. Finance OS: Long-Term Goals

    · 41 min · S25 E8

    Today we'll continue to build on the foundations we've laid and also on last week's discussion of shorter-term goals. We're going to be talking about identifying, costing and building towards long-term goals. Show…

  48. Finance OS: Short-Term Goals

    · 32 min · S25 E7

    Today we start to build on what we've talked about so far. We've laid the foundation of debt elimination, creating an emergency fund and having the right protection in place. Now we can start looking to the future and…

  49. Finance OS: The Foundation of Insurance

    · 47 min · S25 E6

    Today, we continue to work our way through the UK Personal Finance Flowchart, using that as a guide to create our Finance Operating System. And specifically today we're going to be talking about completing our wealth…

  50. Finance OS: Paying Off Expensive Debt

    · 45 min · S25 E5

    Today we're continuing our tip-toe through the UK Personal Finance Flow Chart, and specifically, we're talking about paying off expensive debts. This is an essential part of getting your finances on a firm footing so…

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