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Today’s conversation is with Pete Matthew, Financial Planner, Podcaster, YouTuber, and CEO of Jacksons Wealth Management.
From flipping burgers in McDonalds to becoming Managing Director of Jackson’s Wealth Management, Pete followed a fairly classic career path. Until he started messing around with a video camera and creating content.
I’ve titled this episode the Podfather of UK Personal Finance and that is for good reason. Pete has shared countless hours of indepth content on the Meaningful Money Podcast and Youtube Channel in the last decade.
Expect to learn about Pete’s background and journey, the 3 steps to Financial Success including insight into budgeting, debt, insuring against disaster, paying yourself first, and how to invest wisely,
I get into the nitty gritty and benefit from Pete’s expertise on striking the right balance between Pensions and Isa payments, the Tax considerations, and how to manage your pension with your employer.
As part of this conversation, you will also hear about multi asset funds and what to look for in your initial choices to have a light touch, relatively low admin approach to investing and personal finance.
Finally, I ask about risk appetite and tolerance as well as the biggest financial mistakes Pete sees being made and the answers might surprise you.
Today's episode sponsor is previous podcast guest, Mike Samuels.
If this is something that interests you, and you like the idea of earning a great living from your laptop, while mastering an in-demand skill clients around the world happily pay for, head to www.thefreedomkickstarter.com/500templates to grab your templates and free class.
Connect with Pete:
Website - https://meaningfulmoney.tv/
YouTube - https://www.youtube.com/meaningfulmoney
Connect with Col:
Instagram: https://www.instagram.com/col.cambro/
Email List - https://mailchi.mp/548e38ba5942/colincambro
Support me: buymeacoffee.com/ColCamBro
5
1010 ratings
Today’s conversation is with Pete Matthew, Financial Planner, Podcaster, YouTuber, and CEO of Jacksons Wealth Management.
From flipping burgers in McDonalds to becoming Managing Director of Jackson’s Wealth Management, Pete followed a fairly classic career path. Until he started messing around with a video camera and creating content.
I’ve titled this episode the Podfather of UK Personal Finance and that is for good reason. Pete has shared countless hours of indepth content on the Meaningful Money Podcast and Youtube Channel in the last decade.
Expect to learn about Pete’s background and journey, the 3 steps to Financial Success including insight into budgeting, debt, insuring against disaster, paying yourself first, and how to invest wisely,
I get into the nitty gritty and benefit from Pete’s expertise on striking the right balance between Pensions and Isa payments, the Tax considerations, and how to manage your pension with your employer.
As part of this conversation, you will also hear about multi asset funds and what to look for in your initial choices to have a light touch, relatively low admin approach to investing and personal finance.
Finally, I ask about risk appetite and tolerance as well as the biggest financial mistakes Pete sees being made and the answers might surprise you.
Today's episode sponsor is previous podcast guest, Mike Samuels.
If this is something that interests you, and you like the idea of earning a great living from your laptop, while mastering an in-demand skill clients around the world happily pay for, head to www.thefreedomkickstarter.com/500templates to grab your templates and free class.
Connect with Pete:
Website - https://meaningfulmoney.tv/
YouTube - https://www.youtube.com/meaningfulmoney
Connect with Col:
Instagram: https://www.instagram.com/col.cambro/
Email List - https://mailchi.mp/548e38ba5942/colincambro
Support me: buymeacoffee.com/ColCamBro
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