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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 4 of 6

  1. Finance OS: Pension contributions

    · 49 min · S25 E4

    So far we've covered budgeting - the thing that underpins it all, and also the essential emergency fund - putting a buffer between ourselves and whatever the world can throw at us. It might seem logical now to go on to…

  2. Finance OS: The Emergency Fund

    · 35 min · S25 E3

    Today we continue our dance through the UK Personal Finance Flow Chart, which is serving as our map for building a kind of Financial Operating System. Last week we went deep into Budgeting, and today we want to talk…

  3. Finance OS: Budgeting

    · 43 min · S25 E2

    Today we're going to be starting our journey proper through the UKPF Flowchart and talking about the foundation of it all - Budgeting. Show Notes Meaningful Money Budget Tracker UKPF Flowchart

  4. The Finance Operation System

    · 38 min · S25 E1

    I've long been a lurker in the UK Personal Finance Subreddit. One of the key resources that they put out is the UK Personal Finance Flowchart, which is a masterwork, it really is. It's basically a do this, then that,…

  5. Choosing Investment Funds with Pickafund

    · 27 min · Episode 491

    Today we have another quick inbetweenisode where I'm talking to Ted Moreau of a very interesting site called Pickafund which I think has the potential to really help a lot of people find the funds they want to invest in.

  6. The Price of Money with Rob Dix

    · 40 min · Episode 490

    I this week's inbetweenisode, I have a chat with long-time friend of the show, and one-half of the genius Property Hub duo, Mr Rob Dix about his book The Price of Money, which will REALLY help you understand the…

  7. Simplify Your Legacy

    · 41 min · S24 E10

    We've covered some ground in this season, trying to make all of our lives easier when it comes to our finances. And today we need to talk about making other people's lives easier - we're talking about simplifying your…

  8. Simplify Your Retirement

    · 33 min · S24 E9

    Today we're getting into Roger's specialist subject - retirement planning - and how to simplify the approach to it so that you can make it as easy as possible.

  9. Simplify Your Behaviour

    · 36 min · S24 E8

    As we haven't covered financial behaviour in a while, it's a good idea to revisit the subject, and in the process we'll offer some advice on how to maintain a good attitude and posture towards your finances.

  10. Simplify Your Insurances

    · 37 min · S24 E7

    Insurance is part of the the foundation on which all wealth is built, so it's important not only that we have the right insurance, but that have it set up as simply as possible.

  11. Simplify Your Annual Review

    · 30 min · S24 E6

    I have a ten-point checklist for an annual financial review, but even that might seem a bit daunting, so how can we simplify the process of keeping on top of your finances? IN this episode, Roger and I do our best to…

  12. Simplify Your Investments

    · 38 min · S24 E5

    Today we're continuing our season about Simplifying Everything and talking specifically about simplifying your investments. We certainly see a lot of complexity here when clients come to us. And while not everyone has…

  13. Simplify Your Pensions

    · 41 min · S24 E4

    Today we're talking about simplifying pensions, an area of personal finance which is fraught with potential complication.

  14. Simplify Your Budget

    · 27 min · S24 E3

    Today we're focusing on an area of personal finance dear to Roger's heart - budgeting! Everything starts and ends with the budget; income and outgoings. So we're going to look at ways to simplify things and make it all…

  15. Simplify Your Planning

    · 32 min · S24 E2

    We're getting into the season in earnest today, talking about Simplifying Your Planning. What do we mean by planning - we mean the reasons why you're saving, investing, insuring - the goals you set and the mechanisms…

  16. Simplify Everything - An Introduction

    · 27 min · S24 E1

    This season we're going to be talking about the power of simplicity and suggesting ways you can simplify your financial situation. There are so many benefits for you, for your family, and in all kinds of ways - which…

  17. Your money and its carbon footprint, with Dan Sherrard-Smith of Mother Tree

    · 29 min · Episode 478

    Today I'm chatting with Dan Sherrard-Smith, founder and CEO of MotherTree, a fascinating website which helps us calculate the impact of our investing on the environment, and helps us to figure out how to improve that.…

  18. Investing as a family with Youssef Darwich of Nosso

    · 28 min · Episode 477

    I'm joined today by Youssef Darwich, CEO and Co-Founder of Nosso, an interesting app which allows families to invest together for the benefit of children, but also does quite a bit more than that. I thought it was…

  19. Welcome to 2023 - Here's what's coming up…

    · 7:54 · Episode 476

    Happy New Year! Many of us will be glad to see the back of 2022, but there's plenty to look forward to in 2023 and I wanted to give you a bit of a heads-up as to where we're going here at MeaningfulMoney in the next 12…

  20. Strategies For Keeping Money In Its Place

    · 28 min · S23 E12

    It might be easy if you're the kind of person who listens to personal finance podcasts, to put money itself on a pedestal and give it an importance it shouldn't have. Today we're going to be talking about keeping money…

  21. Strategies For Avoiding Scams

    · 46 min · S23 E11

    Today we're going to talk about Strategies For avoiding scams. It's a pretty messed up world out there and scams seem to continue to proliferate and that's why so many people hesitate to do online banking, or invest in…

  22. Strategies for separation and divorce

    · 30 min · S23 E10

    Today's subject is one that came up quite a bit when we asked you - dear listeners - for subject ideas for this season. We're going to talk about Strategies For preparing for separation or divorce.

  23. Strategies For Spending It All

    · 37 min · S23 E9

    Today we're looking at strategies for spending it all. Not leaving anything behind but putting our wealth to good use while we're alive. Of course, that begs the question: what does it mean to 'put our wealth to good…

  24. Strategies for Managing a Drawdown fund

    · 35 min · S23 E8

    We've had lots of questions about managing a drawdown fund or decumulation of any kind right now, probably due to the small matters of soaring inflation, tanking markets, rising gilt yields, rising interest rates, war…

  25. Strategies for planning around an Age Gap

    · 25 min · S23 E7

    Each family situation is different, and each raises unique financial considerations that need to be addressed. Today we want to cover the challenges of and strategies for financial planning where there is an age gap…

  26. Strategies For Having Fun With Investments

    · 28 min · S23 E6

    We've all heard the classic mantra that good investing should be boring. And that's true: buy-and-hold, long-term, index-tracking investments are the best option for the majority of people, the majority of the time.…

  27. Strategies for Working Less

    · 37 min · S23 E5

    Today we continue our series entitled "Strategies For…" and we're talking this time about Strategies for Working Less, whether that's because you're heading towards retirement, anticipating maternity or paternity leave…

  28. Strategies For Impactful Giving

    · 30 min · S23 E4

    Today we're going to be talking about strategies for impactful giving. Back in 2018 I interviewed a lady called Lauren Janus who gave us some great insights and I think it'll be good to revisit things in this…

  29. Strategies for helping your kids with finances

    · 42 min · S23 E3

    Last time we talked about strategies for giving money to your kids towards the end of life, this time it's helping them as they grow up and become adults; things like getting them through university and helping them on…

  30. Strategies for giving more to your kids

    · 37 min · S23 E2

    Today in our second Strategies For… session, we're going to look at how to give money away effectively to your kids, taking in gifts, pensions, trusts and lots more besides...

  31. Strategies for Lifetime Allowance Planning

    · 40 min · S23 E1

    Today we begin a new season of the MeaningfulMoney podcast where each episode will be strategies for dealing with a certain financial situation. Today we start with Strategies for managing the pension Lifetime Allowance…

  32. An Update from MeaningfulMoney

    · 11 min · Episode 463

    In this short update, I wanted to let you know a bit about what's going on with me and MM, plus explain why I'll be taking a break from the podcast for a few weeks...

  33. Damien Talks Money with ME!

    · 38 min · Episode 462

    Today I'm chatting with one of my absolute favourite personal finance YouTubers is Damien Talks Money. Today, he and I talk about the finance creator space, the dangers of it and its opportunities.

  34. Healthy Financial Relationships with Nate Klemp

    · 33 min · Episode 461

    Today I'm chatting to Nate Klemp PhD, founder of Mindful Magazine and co-author with his wife Kaley of The 80/80 Marriage, all about how couples can work together selflessly to work towards a shared financial future.

  35. The Evolution of Financial Advice, with Phil Billingham

    · 44 min · Episode 460

    Today I chat once again to Phil Billingham, who I chatted to back in Season 9, episode 4 about financial planning for ex-pats. Phil approached me with an interesting idea for a conversation about how financial advice…

  36. £35k Debt to Financial Freedom, with Lisa Atkinson

    · 36 min · Episode 459

    Today I'm chatting with Lisa Atkinson, a listener who cleared £35k of debt in 18 months on an ordinary salary as a single Mum of twin boys. But she didn't stop there. I know you'll find this conversation encouraging…

  37. The Frugal Spender, with Brian Mitchell

    · 46 min · Episode 458

    So, I opened a TikTok account the other day. I know - this is not to be expected of a silver-haired, middle-aged dude, but you know, I do like to keep people guessing! Almost immediately, the almighty TikTok algorithm…

  38. A Guiide To Retirement with Kevin Hollister

    · 35 min · Episode 457

    I'm always interested in new technology that can make financial decision-making easier. For most of us, being able to make a decision is based on having the right information, which often means projecting long years…

  39. Financial Independence and dealing with haters - Jillian Johnsrud

    · 39 min · Episode 456

    Today I'm chatting with Jillian Johnsrud, author of the book Fire The Haters. Jillian became financially independent at 32 years old and now creates content to help other achieve similar results. Inevitably though,…

  40. Tax-free cash or not?

    · 36 min · S22 E10

    Today we're going to asking an important this or that question - should you take your pension tax-free cash or not?

  41. Drawdown or Annuity?

    · 47 min · S22 E9

    When it comes to taking benefits from your DC pensions, most people just assume that Drawdown is the ONLY way to go, and that annuities are dead, but we think there's a place for them for the right people at the right…

  42. Insure or self-insure?

    · 45 min · S22 E8

    Today we want to cover a topic that is very subjective to each individual's circumstances - whether you should take out insurance for a given risk, or whether you should use some of your own money in case that risk…

  43. Retire or Semi-Retire?

    · 45 min · S22 E7

    The idea for this session came from a brilliant post in the Meaningful Money Facebook group by none other than Nick Mitchell, one of the brilliant moderators and part of the team here at MeMo. Nick felt like he was…

  44. Income, Growth or both?

    · 38 min · S22 E6

    Today we're talking about investing for income, for growth or both - so it's more of a this or that or the other conversation really. But this is actually something that we come across quite a bit talking to clients,…

  45. Seek Financial Advice or DIY?

    · 55 min · S22 E5

    Today we're going to be discussing a this or that choice which, on the surface at least, might present something of a conflict for us, but we're not ones to shy away from challenging subjects! Should you seek advice…

  46. Active or Passive Investing?

    · 38 min · S22 E4

    Today, Roger and I talk about investing, and specifically another THIS OR THAT question, and this one is hotly debated amongst investors and advisers and of course, by the fund management industry. Should you invest…

  47. Invest or pay off bad debt?

    · 30 min · S22 E3

    Today we're covering similar ground to episode 1 of this season where we asked whether you should overpay your mortgage or invest. This time though, we're trying to solve the dilemma of whether you should invest while…

  48. Pension or ISA?

    · 31 min · S22 E2

    Today we're answering one of the questions we get answered most on email, in YouTube or Facebook comments, pretty much anywhere - which is best, Pension or ISA?

  49. Overpay your mortgage or invest?

    · 37 min · S22 E1

    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…

  50. Manage Your Financial Expectations

    · 39 min · Episode 445

    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,…

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