The Meaningful Money Personal Finance Podcast

Planning a retirement can seem like trying to pin a tail on a moving donkey. Blindfolded. Without a donkey. It’s a weird moving target that may seem a long way off in the future. Plus, how much money do I need to retire? This week I talk to Todd Tresidder, founder of FinancialMentor.com and author of several personal finance books who himself retired at age 35 - seriously - and has clear ideas about how anyone can make their retirement dreams possible.

People fail to engage with their money for lots of reasons: fear, worry, ignorance, boredom, even! It’s up to the financial services world (of which I am a part) to help people to break through these blocks and make money less boring! Today I’m chatting to Holly Mackay, founder of a new website called Boring Money, about her reasons for setting up the site, and what can be done to help more people engage.

With tens of thousands of individual funds available for UK investors, how on earth do you know where to start? We’ve recently been doing our annual due diligence round at Jacksons and this year we enlisted the help of a firm called The Paraplanners. This process has been headed up by today’s guest, Glyn Chetwynd, who runs an investment consultancy called Capital and Risk. Fair to say, Glyn knows his onions about how to choose investment funds, so I’m looking forward to picking his brains on your behalf. Stay tuned…

With tens of thousands of investment funds available it is hard to know where to start when building a portfolio. Understanding Investment Sectors is a good place to start, and that’s the subject this week’s show.

Risk is such an essential component of investing success that I have covered it, in detail, twice before on this show. But today I chat to the godfather of risk measurement, Paul Resnik of Finametrica, and go deep into the science of investment risk.

In recent weeks we’ve covered behavioural finance from various angles. But we haven’t yet covered off some practical steps to save ourselves from ourselves; strategies for making good investment decisions. So that’s our mission today - stay tuned for some easily applicable tips and tricks to stay safe in the big bad world of investing.

Financial planning is a long game, with twists and turns along the way. Chess is a long game, with twists and turns along the way. Turns  out there is quite a bit that you can learn from studying the moves of chess grandmasters and apply to financial planning and investing. And that’s the subject of a new book called Rich As A King, How The Wisdom Of Chess Can Make You A Grandmaster Of Investing. Today I’ll be chatting to its co-author, Doug Goldstein, about his collaboration on the book with Grandmaster Susan Polgar, and learning some valuable lessons about behavioural finance.