The Meaningful Money Personal Finance Podcast

The first MeaningfulMoney was back in November 2012, and today I hit another big milestone of 200 episodes. And this week, for something a little different, I'm delighted to welcome Mark Schaefer, who hijacks my show for his own purposes...

 

Podcast: Subscribe in iTunes | Play in new window | Download

Sponsor Message

This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk

Celebrating Session 200

Long-time listeners will remember Session 100, when I brought in my daughters, then aged 15 and 12, to ask a bunch of questions. It was giggly fun, but not rich, insightful content.

This time Mark Schaefer, educator, consultant and author of six books including his most recent, KNOWN, asks some much more insightful questions than Ellie & Kate Matthew(!), including a bunch of questions asked by YOU!

I'm grateful to Mark for helping me out with this episode. Stay tuned for an extra special episode on Friday this week when I turn the tables on Mark and interview him about KNOWN, which features MeaningfulMoney as a case study.

Resources

Mark's Website: Businesses Grow

Book: KNOWN

Mark on Twitter: @markwschaefer

Transcript

As always there is a transcript available for the entire show. you can get it by clicking the huge blue button below: [Coming Soon]

Share the love

If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:

The first MeaningfulMoney was back in November 2012, and today I hit another big milestone of 200 episodes. And this week, for something a little different, I'm delighted to welcome Mark Schaefer, who hijacks my show for his own purposes… Podcast: Subscribe in iTunes | Play in new window | Download Sponsor Message This podcast […]

Last week we covered, very much in outline about income in retirement. This week we need to dive deeper, and get even more practical, and talk about securing an income in retirement.

 

Podcast: Subscribe in iTunes | Play in new window | Download

Sponsor Message

This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk

Securing An Income In Retirement

When I talk about securing an income in retirement, I use that word carefully. I mentioned last week the difference between secured and unsecured income in retirement. I want to dive in and look at the subject of securing an income in retirement this week and address unsecured income in a couple of weeks' time...

Resources

Website: Find an adviser at Unbiased

Website: Money Advice Service Annuity Comparison site

Website: Check your state pension

Website: Pensions Advice Service page on annuity types

  Share the love

If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:

Last week we covered, very much in outline about income in retirement. This week we need to dive deeper, and get even more practical, and talk about securing an income in retirement. Podcast: Subscribe in iTunes | Play in new window | Download Sponsor Message This podcast is brought to you with the help of […]

When you get to The Great Transition into retirement, you are essentially switching from saving money to spending it, from building wealth, to enjoying it. In today’s show, I want to look at the principles and practicalities of your income and outgoings in retirement.

 

Podcast: Subscribe in iTunes | Play in new window | Download

Sponsor Message

This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk

Income and Outgoings in Retirement

Starting to draw an income in retirement is a big deal. There are many variables and considerations, and some of those considerations have nothing whatsoever to do with the income itself! So let’s dive in and see what you need to KNOW and what you need to DO when considering your income and outgoings in retirement.

Resources

Website: Find an adviser at Unbiased

Website: Money Advice Service Annuity Comparison site

Website: Check your state pension

  Share the love

If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:

This season we’re talking about the great transition: retirement. But it usually isn’t something that suddenly arrives - there’s a run-up to retirement, and during those last few 5-10 years, there are some things you need to know, and need to do.

 

Podcast: Subscribe in iTunes | Play in new window | Download

Sponsor Message

This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk

The run-in to retirement

You have a few year left before your target date to retire, or begin retiring. Let’s be clear, you’re probably still working full time, piling as much as you can into your pension ISAs and other investments. Your expenditure is fairly consistent, you’re in control. But your mind is a few years ahead - what do you need to know and do to make it to the finish line in the best way possible?

Resources

Podcast: Season 4, Episode 7 - How To Choose A Multi-Asset Fund

Podcast: Season 4, Episode 9 - How Much Is Enough?

Podcast: Session 154 - How Much Is Enough?

Website: Financial Services Compensation Scheme

Website: Check your state pension

Book: The Laws Of Wealth, by Dr Daniel Crosby

  Share the love

If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:

This season we’re talking about the great transition: retirement. But it usually isn’t something that suddenly arrives – there’s a run-up to retirement, and during those last few 5-10 years, there are some things you need to know, and need to do. Podcast: Subscribe in iTunes | Play in new window | Download Sponsor Message […]

It’s a new season, and we’re going to be looking at The Great Transition. What do I mean by this? I mean the transition between saving money for the future, and spending for the now. I mean the reduction in reliance on working to live, and instead living on your own means. Yes, I’m talking about retirement. But what is retirement anyway?

 

Podcast: Subscribe in iTunes | Play in new window | Download

Sponsor Message

This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk

What is retirement?

We’re going to look at the whole subject of retirement in some depth, as you’d expect, including bringing in some expert guests to help me cover some parts of it. I want to look at the concept and the process of retirement, and while doing podcasts as usual, I’ll also be releasing some video content to help demonstrate some of the things I’m talking about.

We’ve lots to cover, so let’s crack on…

Resources

Podcast: Season 4, Episode 10 - The Great Transition

Podcast: Season 4, Episode 9 - How Much Is Enough?

Podcast: Session 154 - How Much Is Enough?

Website: Check your state pension

Transcript

As always there is a transcript available for the entire show. you can get it by clicking the huge blue button below: [Coming Soon]

Share the love

If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:

Regular listeners will know that I’ve been reading and learning a great deal about behavioural finance over the past 18 months or so. It has had a profound effect on the way I think about investing and the way I deal with my clients. Today I get to speak to the man who has written, for me the most accessible and actionable book on the subject, The Laws of Wealth, by Daniel Crosby.

 

Podcast: Subscribe in iTunes | Play in new window | Download

Sponsor Message

This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk

The Laws of Wealth

I’m splitting my conversation with Daniel Crosby into two parts as it is nearly 50 minutes long, but don’t worry, I’m releasing both parts simultaneously so you don’t have to wait a week for part two! In part one, we take a look at a few of Daniel’s ten laws for behavioural self-management. And in part two, we look at why those rules are not enough, and how he is helping his clients invest in such as way that some of the rules can be automated.

Resources

Book: The Laws of Wealth on Amazon (affiliate link)

Website: Nocturne Capital

Twitter: Daniel Crosby on Twitter

LinkedIn: Daniel Crosby on LinkedIn

Transcript

Competition

You can win one of five copies of The Laws of Wealth by leaving a comment below, and telling me:

• Your biggest takeaway from my conversation with Daniel, or
• What you have enjoyed most from all my content on behavioural finance, or
• What difference learning about behavioural finance has made to you.

  Share the love

If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:

Regular listeners will know that I’ve been reading and learning a great deal about behavioural finance over the past 18 months or so. It has had a profound effect on the way I think about investing and the way I deal with my clients. Today I get to speak to the man who has written, for me the most accessible and actionable book on the subject, The Laws of Wealth, by Daniel Crosby.

Podcast: Subscribe in iTunes | Play in new window | Download

Sponsor Message

This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk

The Laws of Wealth

I’m splitting my conversation with Daniel Crosby into two parts as it is nearly 50 minutes long, but don’t worry, I’m releasing both parts simultaneously so you don’t have to wait a week for part two! In part one, we take a look at a few of Daniel’s ten laws for behavioural self-management. And here in part two, we look at why those rules are not enough, and how he is helping his clients invest in such as way that some of the rules can be automated.

Resources

Book: The Laws of Wealth on Amazon (affiliate link)

Website: Nocturne Capital

Twitter: Daniel Crosby on Twitter

LinkedIn: Daniel Crosby on LinkedIn

  Competition

Head over to part one of this conversation to enter the competition!

Share the love

If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below: