Today we’re talking about Behaviour and why really, it’s ALL about that when it comes to being financially successful.

Show notes: https://meaningfulmoney.tv/BI5 

We’re continuing our Big Ideas season, talking about the overarching concepts that govern our understanding of money and how to use it. Today’s subject is: Looking after Number 1.

Shownotes: https://meaningfulmoney.tv/BI4 

This week’s Big Idea is Simplicity - it’s so important to keep your finances as simple as possible for the reasons that we’ll cover today!

Shownotes: https://meaningfulmoney.tv/BI3 

Today we’re going to look at arguably the biggest of big ideas - the magic of compounding. Einstein said: “Compound interest is the eight wonder of the world. He who understands it, earns it; he who doesn’t pays it” - We reckon that makes it an important subject!

Shownotes: https://meaningfulmoney.tv/BI2

Today we kick off a new season which we’re calling Big Ideas. The thinking is that we’ll deal with some of the big, overarching principles of personal finance, and show you how to put them into practice.

Shownotes: https://meaningfulmoney.tv/2024/01/24/big-ideas-businesses-and-bricks/

The Simple Path to Wealth is the most distilled, purest book on wealth-building I’ve found and I still recommend it all the time. Now the author, JL Collins, has followed up with a new book called Pathfinders, which is full of stories of how people have taken the teaching in the Simple Path, and applied it to their lives.

Shownotes: https://meaningfulmoney.tv/session522 

Today, we’re talking about Financial Planning Priorities and recounting some examples where we have made sure that people got things in the right order…

Show Notes: https://meaningfulmoney.tv/RS10 

Today we’re going to talk about Equity Release, and contentious subject for some but a useful tool in financial planning for older folks who are asset-rich, but cash-poor. We’ll recount a couple of real stories from our own experience as advisers and then go over what you need to know and do about using Equity Release for your own financial planning or for your older family members, perhaps.

Shownotes: https://meaningfulmoney.tv/RS9 

Today we’re going to consider the Shape of Retirement and how it doesn’t have to be the traditional work-for-40-years-then stop model that has been the norm for most of the last century. We have some simple examples of how clients have done that and also some salutary warnings.

Show Notes: https://meaningfulmoney.tv/RS8

Today we’re going to look at some real stories around pension planning, but not your usual run-of-the-mill pension planning! We’re going to look at SIPPs and SSASs and how we’ve used them to move our clients’ financial plans forward.

Shownotes: https://meaningfulmoney.tv/RS7