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 wrong when someone tries to get too clever.  Shownotes: https://meaningfulmoney.tv/RS2 Investment Cheatsheet: https://meaningfulmoney.tv/investment

Real Stories: Good Planning, Bad Tax Schemes

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

Education

Training

Language Courses

Higher Education

K-12

Educational Technology

Business

Investing

Careers

Management & Marketing

Business News

Shopping

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: https://meaningfulmoney.tv/BM1

Big Mistakes: Listening To The Wrong People

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 place, or with the effects that money can have on our mental health.   Shownotes: https://meaningfulmoney.tv/session533 

The Four Cornerstones of Financial Wellbeing, with Chris Budd

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 

Big Ideas: Do you need advice?

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 Pensions Savings Investments Other  PIPSIO is nothing more than a useful mnemonic, but it really does serve a purpose. I still remind the advisers at Jacksons of it now and again. Shownotes: https://meaningfulmoney.tv/BI9

Big Ideas: PIPSIO - The Order Of Financial Priorities

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  

Real Stories: Good Planning, Bad Tax Schemes

Download our free app to listen on your phone