The Meaningful Money Personal Finance Podcast

Here we are at session number 45 , and we’re going to be talking about applying for probate and administering an estate. When someone dies, someone else has to sort out all their affairs. Many of you will be asked to be an executor, maybe to your parents, so it’s good to know how this […]

Here we are at session number 44, we’re approaching the tax deadline and today we’re going to be talking about how to prepare for your tax return. As ever, I’ll be sharing what you need to know and what you need to do to get ready for this important day in the financial calendar. Doing […]

Here we are at session number 43 , and we’re going to be talking about some classic investing mistakes and how to avoid them. In my 16 years as an adviser, I have witnessed people make some blinding mistakes with their investing, some of which have seriously damaged their future wealth prospects. In this session […]

HNY to you all! I hope you had a good Christmas break. I dunno about you, but I like routine and am always itching to get back to things after Christmas. I had a busy time moving house this year, so it certainly wasn’t a break. It’s good to be back to the podcast though […]

Here we are at session number 41 , and we’re going to be talking about building an investment portfolio. We’ve talked about Platform Wrappers and Funds back in Session 11, we had an intro to the different asset classes in Session 10 and even had some hints from the master, Justin Urquhart Stewart way back […]

Here we are at session number 40 , and we’re going to be talking about How to survive Christmas with your finances intact. Theres probably no greater challenge to your budgeting and money management discipline than the Christmas splurge. But you don’t have to spend the rest of the year paying off the December Damage. […]

It's session number 39 , and we’re going to be talking about my Personal Finance Room 101. You remember the programme and the concept, right? Anything you can’t stand, you get to put in room 101 as long as Paul Merton approved of the decision. The programme format was just an alternative take on a chat […]

Here we are at session number 38 , and we’re going to be talking about Seven Reasons to use a Financial Planner. This week is financial planning week, a fantastic initiative by the Institute of Financial Planning to bang the drum about the benefits of true planning and using a CFP professional to help get […]

It’s session number 37, and we’re going to be looking at some of the different investment platforms that you can use to build your own investment portfolio. With the massive decline in the numbers of advisers in the UK, particularly in banks and building societies, many people are turning online to do their own investing. […]

Here we are at session number 36 , and we’re going to be talking about the Four Steps to Financial Freedom. The longer I do the job I do, I realise more and more that financial planning is essentially a very simple process. Sure, there are some complexities involved along the way, but the fundamental […]