The Meaningful Money Personal Finance Podcast

Moving on in our season about life stages, and this week we’re talking about DINKYs. Say what? That’s Double Income, No Kids Yet - DINKYs. Is that you? This week I’m going to covering the things you need to KNOW and DO when, maybe for the first time

Right! Now our new season gets going in earnest as we look at the first of our life stages - young, free and single. This is where it all starts; the beginnings of our financial independence, and today I want to look at the main things you need to get right at this early stage to lay a sure foundation for future financial success.

Yes, it’s a brand new season. And over the next few weeks I’m going to be looking at eight different life stages. Yep - eight! Believe it or not, I’ve identified eight distinct phases of life which come with unique financial challenges, and I want t

Today I chat with Søren Neilsen of Ernit.com, a revolutionary product which aims to teach children as young as four how to deal with money when, let’s face it, money is more invisible than ever as cash is less and less a part of our lives as we transact online. I’m looking forward to bringing you this one.

I have often wondered what it would be like to start a brand new financial planning practice from scratch. What would the process look like if I was unencumbered by any pre-existing systems, technology or even client expectations. My good mate Andy Hart, a previous guest on the show back in Session 79, has recently launched his own practice, Maven Adviser. I’m going to chatting to him about the decisions he has made and why. Along the way, I hope you might learn something about what makes a good adviser.

Over my 20-year career as a financial adviser, I’ve seen lots of people involved with family businesses. Where I am in Cornwall, this is very often in agriculture or fishing, but whatever the industry, it’s fair to say there’s a unique dynamic within family businesses which can be both a blessing and a challenge. I’m joined today by my friend and fellow financial planner Russ Haworth who specialises in advising families that work together, to talk about the particular issues which apply to family businesses.