The Meaningful Money Personal Finance Podcast

Here we are at session number 35 , and we’re going to be talking about Auto-enrolment. What’s that? Well, it is the biggest change to pensions in the workplace for quite some time. If you’re an employee in the private sector this affects you. As ever I’ll be giving you everything you need to know […]

Here we are at session number 34 , and we’re going to be talking about the financial and emotional impact of bereavement. I’m going to be speaking with my friend Dennis Hall who is a financial planner from London. I’ll introduce Dennis in a minute, but he has written a book which deals – in […]

It’s session number 33 , and we’re going to be talking about Equity Release. This is another one of those subjects which seems to have become taboo. After all, why would someone who has worked hard all their working life to pay off their mortgage, suddenly want to take out a mortgage when they have […]

Today we’re going to be talking about the three uses of money. I have found myself reminding clients of these three uses often recently. Particularly when meeting new clients, I use this conversation to instil from the start that money is not an end in itself, but a means to an end. More on this […]

Here we are at session number 31 , and we’re going to be looking at some of the best resources around to help you further your financial education. It’s true that there ARE other resources around in addition to your favourite podcast and accompanying site, so I’ll be looking at what is out there. You’re […]

It's session number 30, and we’re going to be talking about Financial planning for divorce. With something like one in two marriages ending in divorce, there’s a lot of it about! And while there are many emotional and psychological implications when separating from your spouse or civil partner, there are obviously financial implications too. Right, […]

Here we are at session number 29 , and we’re going to be talking about Long Term Care planning. Now, demographically, you wouldn’t think that many people needing care or thinking about it will be listening to a podcast, but you never know. If you’re over 75 and listening, please let me know; I’d love […]

Here we are at session number 28 , and we’re going to be talking about a new website called Wayfinder from the Institute of Financial Planning. More about that in a minute, but first an apology because I did say that I’d be talking about Long Term Care planning this week. That’ll now be next […]

Here we are at session number 27 , and I’m going to be answering the ten personal finance FAQs. I’ve been an adviser now for 15 years, and, as in every occupation I’m sure, the same questions come up time and time again. To compile this list I’ve asked many of my adviser buddies via […]

It’s session number 26, and we’re going to be talking about teaching children about money. Here in the UK at least, personal finance is only just beginning to be a part of the curriculum. For generations there has been no education about how to handle debt, how to set and keep to a budget, how […]