The Meaningful Money Personal Finance Podcast

Episodes page 5 of 6

1. Mortgage-Free Faster, with Sprive

   9 Feb 2022 · 34 min · Episode 444

   I'm joined today by Jinesh Vohra from a company called Sprive, and their tagline is Mortgage Free, faster - which immediately piqued my interest.

2. A Financial Journey with David Calder

   2 Feb 2022 · 41 min · Episode 443

   I'm excited to bring you a real-life success story from a listener called David Calder. David reached out to me, basically to say thanks for the content, and told me the story of his journey over the past year or so.…

3. Lessons from a Lifetime in Finance with Roger Weeks

   26 Jan 2022 · 55 min · Episode 442

   This week, as an inbetweenisode, I thought we'd spend some time getting to know my good buddy Roger - he of the dulcet Cornish tones who has joined me for the past ten weeks or so on the podcast.

4. Quick Wins with Financial Behaviour

   19 Jan 2022 · 49 min · S21 E10

   Roger and I have been advisers for nearly 50 years between us and we've long since learned that when it comes to advising clients, it really isn't the money that's important, but the way that clients behave towards…

5. Quick Wins with Costs and Tax

   12 Jan 2022 · 54 min · S21 E9

   Every penny paid in costs is a penny which isn't growing for your future, so it stands to reason that we need to minimise the costs we pay. And tax is one of the biggest costs we can incur.

6. Quick Wins with Estate Planning

   5 Jan 2022 · 41 min · S21 E8

   Here we are with another session of Quick Wins, this time to do with your estate planning. We want to help you make progress quickly, if this is something you've been wanting to get your head around. But even if you're…

7. Quick Wins with Life Insurance

   15 Dec 2021 · 48 min · S21 E7

   It's no exaggeration to say that having a decent protection programme in place is FOUNDATIONAL to everything else we do with our money. It truly is the thing that everything else is built upon. If it's a shaky…

8. Quick Wins with your Savings Rate

   8 Dec 2021 · 32 min · S21 E6

   Your savings rate isn't the interest rate you're getting on savings in your bank, despite how it sounds. Rather, it is the amount of your income that you're saving each month or each week, and it's one of the most…

9. It's Not About The Money, with Catherine Morgan

   6 Dec 2021 · 37 min · Episode 436

   I'm throwing in a little inbetweenisode here in the middle of Season 21 because a good friend of mine Catherine Morgan is releasing her new book this week. The book is called It's Not About The Money - Three Steps To…

10. Quick Wins with your Investments

    1 Dec 2021 · 54 min · S21 E5

    Many of us have amassed investments over the years. They might be old workplace pensions, or funds we chose because we saw a nice advert in the Sunday papers. But are these disparate pots of money really serving us as…

11. Quick Wins Before Retirement

    24 Nov 2021 · 48 min · S21 E4

    It's fair to say that retiring is a big deal for lots of reasons, but not least because there can be a lot to sort out. Today we want to look at the practical elements of preparing for retirement and also the less…

12. Quick Wins With Your Budget

    17 Nov 2021 · 50 min · S21 E3

    Good budget control is the cornerstone of building wealth. If you always spend every penny that comes in, you'll never have anything left to save and invest for the future. Say like that, and it sounds obvious - and it…

13. Quick Wins With Your Workplace Pension

    10 Nov 2021 · 43 min · S21 E2

    Today Pete and Roger are going to be talking about how you can make some quick wins with your workplace pension, which is a hugely neglected area of most people's financial planning, but also super-important.

14. Quick Wins with Platforms, Wrappers and Investments

    3 Nov 2021 · 43 min · S21 E1

    There's a real lack of understanding about the roles of platforms, accounts and investments in your wealth-building. Our goal today is to make sure you know what all these moving parts do, and how best to optimise them…

15. You Don't Need An Adviser

    13 Oct 2021 · 45 min · S20 E10

    Time to round off Season 20 of the Meaningful Money Podcast and this time, my guest is me! As I can't really interview myself, I've called in my best mate Roger Weeks to guide the episode. My One Big Thing - the title…

16. The Gender Pension Gap with ThisGirlInvests

    6 Oct 2021 · 28 min · S20 E9

    This week I'm chatting to another Personal Finance creator, Prerna Khemlani of ThisGirlInvests. Her One Big Thing is bridging the Gender Pension Gap, and she has some good things to say about an important subject.

17. Money and Faith, with Shabbar Kassam

    29 Sep 2021 · 56 min · S20 E8

    Today's show is a little bit different, and might be a bit polarising, and it's certainly longer than usual! I'm chatting with my friend and fellow financial planner Shabbar Kassam of Lumos Financial about Money and…

18. Trauma and Money Beliefs

    22 Sep 2021 · 42 min · S20 E7

    The longer I do my job, the more I understand that it is a people business and not really about money at all. Our behaviours, our responses to influences, our decision-making - all these are what really counts towards…

19. Making Money Equal, with Anne Boden

    15 Sep 2021 · 30 min · S20 E6

    Anne Boden is an extraordinary lady. Not many of us wake up one morning and think to ourselves 'I'm going to start a bank'. She did that and founded Starling Bank whose results speak for themselves. She is now turning…

20. The NHS Pension Scheme with Rachael Hall

    8 Sep 2021 · 46 min · S20 E5

    I get an email or a message at least once a week asking for clarity on the NHS pensions scheme. It is a complex beast with different tiers, different attributes and lots to get your head around. Fortunately, when it…

21. The Alpha Cult, with Ramin Nakisa of Pensioncraft

    1 Sep 2021 · 37 min · S20 E4

    Today I'm joined by Ramin Nakisa of Pensioncraft who is doing amazing things on YouTube and beyond. This season of the podcast is called One Big Thing, and Ramin's One Big Thing is what he calls the Alpha Cult - he'll…

22. Time Freedom with MamaFurFur

    25 Aug 2021 · 41 min · S20 E3

    Jen Kempson, AKA MamaFurFur is a deeply inspiring person to me - I'm really excited to have her on the show. She's making huge waves on YouTube and Instagram and her messaging about money is solid, but it's her…

23. Teaching Kids About Money with Blue Tree Savings

    18 Aug 2021 · 30 min · S20 E2

    Will Rainey of Blue Tree Savings is an interesting guy with a fascinating story. He's gone from advising global insurance companies and governments on how to invest billions, to helping parents teach their kids about…

24. RISK - What you need to know

    11 Aug 2021 · 46 min · S20 E1

    This season is called One Big Thing, and the idea is that I have a guest on each week and we discuss something that they're passionate about, annoyed about, or that is their specialism. I have some great guests lined…

25. MeaningfulMoney - The State Of The Nation

    21 Jul 2021 · 25 min · Episode 430

    Today I want to look at where Meaningful Money has come, what's going on right now and where I want to take it. Call it a state of the nation speech for your favourite financial education channel.

26. Positioning The Pieces

    14 Jul 2021 · 18 min · Episode 429

    Today's show is from February last year, 2020 - back when there were only rumours of something big about to go down. It was part of the Home Straight season, Season 16. The thinking is to get your ducks in a row as you…

27. Planning To Invest? WAIT!

    7 Jul 2021 · 23 min · Episode 428

    Today's show is from May 2019 and was part of the New Accumulators season, Season 14. It's a plea to take planning seriously before diving into an investment regime which, without planning, would be just done in the…

28. Enjoying the Empty Nest

    30 Jun 2021 · 26 min · Episode 427

    This week's encore episode is from September 2017 and comes from Season 7 - Life Stages. This episode focuses on the Empty Nest, a stage I'm heading towards in the next few years! This stage very often coincides with…

29. Playing Catchup - Retirement planning for late starters

    23 Jun 2021 · 24 min · Episode 426

    This week's oldie-but-a-goodie is from way back in 2016 where I covered some tips on how folks who are coming to the party somewhat late can still make a big difference to their eventual retirement outcomes.

30. Simplifying Pensions

    16 Jun 2021 · 24 min · Episode 425

    The podcast is currently on hiatus while I plan for Season 20 and also get things in place for the final launch of Meaningful Academy Retirement Planning. More on that in just a sec, but for the next few weeks I will…

31. Securing an Income in Retirement

    9 Jun 2021 · 28 min · Episode 424

    The podcast is currently on hiatus so for the next few weeks I will be reviving some older episodes on various topics. This week's old show is about securing an income in retirement, something which has fallen out of…

32. Young Family Challenges, with Joe Okaly

    2 Jun 2021 · 31 min · Episode 421

    Young families have lots of things to deal with. Even though my kids are 18 and 21, I still remember juggling childcare with work, making ends meet, wondering whether to move house and take on the extra mortgage. My…

33. Do Something Great For Your Family, with Once I've Gone

    26 May 2021 · 26 min · Episode 420

    In my 20-odd year career as a financial planner, I have worked with many bereaved clients who have lost spouses, partners, parents and other loved ones. Obviously, the emotional impact is profound, but this is often…

34. The Financial Success Checklist

    19 May 2021 · 29 min · S19 E10

    When I wrote the MeaningfulMoney Handbook in 2018, I wanted it to be the one book that most people would need to go from zero to hero with their personal finances. It was designed for anyone to be able to work through…

35. The Financial Decisions Checklist

    12 May 2021 · 24 min · S19 E9

    Today I want to give you a framework for decision-making. Obviously the context will be financial decisions, but today's checklist will also serve in pretty much any area of life where you have big decisions to make.

36. The Financial Advice Checklist

    5 May 2021 · 31 min · S19 E8

    As you know, I'm a big proponent of equipping people to make their own financial decisions, believing that anyone, with a bit of encouragement and know-how, can do most of their own financial planning. But there are…

37. The Beginner Investing Checklist

    28 Apr 2021 · 21 min · S19 E7

    We don't teach kids how money works, so when you're thinking of getting started with investing, how do you know where to start? Today I want to give you a beginner investment checklist to do just that.

38. The Portfolio Review Checklist

    21 Apr 2021 · 23 min · S19 E6

    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!

39. A Checklist For Financial BALANCE

    14 Apr 2021 · 24 min · S19 E5

    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.

40. The Annual Financial Review Checklist

    7 Apr 2021 · 20 min · S19 E4

    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…

41. The Financial Life Checklist

    31 Mar 2021 · 23 min · S19 E3

    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!…

42. The Financial Paperwork Checklist

    24 Mar 2021 · 22 min · S19 E2

    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.

43. UK Pensions Checklist

    17 Mar 2021 · 26 min · S19 E1

    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…

44. Lasting Powers of Attorney with Dan Garrett of Farewill

    3 Mar 2021 · 30 min · Episode 411

    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…

45. Retirement Spending Patterns with Abraham Okusanya

    24 Feb 2021 · 35 min · Episode 410

    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…

46. The Dangers of Financial Influencers with George Agan

    17 Feb 2021 · 38 min · Episode 409

    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…

47. Investing Globally and Regionally with Justin Urquhart Stewart

    10 Feb 2021 · 40 min · Episode 408

    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.

48. Protection Update with Tom Baigrie of Lifesearch

    3 Feb 2021 · 27 min · Episode 407

    Today I bring back repeat guest and protection industry legend Tom Baigrie of Lifesearch to discuss the impact of Coronavirus on insurers and whether things might return to normal. We cover whether it's arguably more…

49. The Ultimate Guide to MONEY AND LIFE

    27 Jan 2021 · 25 min · S18 E11

    This is the Ultimate Guide to Money & Life, which sounds very much up itself, let's face it, but is intended as a distillation of everything you need to know and do to win at money and life.

50. The Ultimate Guide to ESTATE PLANNING

    20 Jan 2021 · 24 min · S18 E10

    For most of us, the ideal end game is passing away peacefully in our sleep at the age of 100, having enjoyed excellent physical and mental health, never needing long-term care and with all our financial ducks in a row.…