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 foundation with insurance. This is such an important subject because there is simply no point building for the future without putting measures in place to make sure that our financial plans are not completely derailed if the future doesn’t wind up like we expect.   Show Notes: https://meaningfulmoney.tv/OS6   UKFP Flowchart: https://ukpersonal.finance/flowchart/  

Finance OS: The Foundation of Insurance

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

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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  

Big Ideas - Time IN The Market

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.  Shownotes: https://meaningfulmoney.tv/BI7 

Finance OS: The Foundation of Insurance

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