Shows
The Meaningful Money Personal Finance PodcastThe Meaningful Money Retirement Guide - Launch episode!Join Roger as he interviews Pete to celebrate the launch of The Meaningful Money Retirement Guide, asking the questions you want answered! Order The Meaningful Money Retirement Guide: https://meaningfulmoney.tv/meaningful-money-retirement-guide/ Shownotes: https://meaningfulmoney.tv/session574 02:10 Congrats on the new book, Pete - how was it writing this one, compared with the first? 05:39 Why write this book NOW? 07:10 What isn’t in the book that you wish you’d included? Or probably more difficult to answer, is there something that (having completed the audiobook after writing) that you...2025-05-0744 min
The Meaningful Money Personal Finance PodcastListener Questions Episode 10As usual, we cover lots of ground in this week’s Q&A, including tax-free cash recycling, private medical insurance and Lifetime ISAs. Shownotes: https://meaningfulmoney.tv/QA10 00:57 Question 1 Dear Pete & Roger. I'm a long-time listener and love the podcast, especially more so since Roger joined back in season 21. I'm an additional rate taxpayer with income below the threshold for the tapered annual allowance. I have been contributing £45k to my workplace defined contribution pension via salary sacrifice for the last couple of years, and my effective tax relief rate on contributions is 47%. 2025-04-0228 min
The Savvy Wallet PodcastEP. 159 - Financial Advisor: Your UK Pension Won’t Be Enough If You Do This! ft. Pete Matthew (Meaningful Money)In this episode we have Pete Matthew a 27-year veteran Chartered Financial Planner and the creator of Meaningful Money where he has developed over 600 videos and 550 podcast episodes, helping countless people understand how money works and how to make it work for them and he's the author of "The Meaningful Money Handbook".
In this episode we discuss:
- Stocks and Shares ISA vs Workplace Pensions v SIPPs
- How to much money you need in your pension to retire
- What to invest in your pension
...2025-02-171h 52
The Meaningful Money Personal Finance PodcastHelpful Basics: Credit Files and Credit Scores explainedWe have a slightly different episode because today I am speaking with the good people from a company called CheckMyFile all about credit files and credit scores - why they are important and how we can optimise them to our benefit. CheckMyFile: https://meaningfulmoney.tv/checkmyfile Shownotes: https://meaningfulmoney.tv/HB5 01:33 - Pete chats with Beth. 04:15 - What is a credit record / credit report / credit score 06:50 - Purpose of a credit record. 08:52 - What makes a good / bad credit file 12:00 - Credit card to increase...2024-10-1635 min
Reshape RebootMidlife Finances - 2024 Update with Pete MatthewIt's episode140. In this timely episode, Dave is once again joined by Pete Matthew, all round top bloke, Meaningful Money podcast host and CEO Jackson Wealth. Pete has joined the show three times before so do check out those episodes as they provide a useful foundation for today's discussion (ep's 68, 32 & 48). Since our last episode where we talked about the impact of the so-called 'cost of living crisis and talk of a recession, we take stock of current events including the very recent change of government in the UKPete Matthew is a very content husband t...2024-09-0558 min
The Frugal Spender Podcast60: Financial Planning, Retirement & Everyday Millionaires with Pete MatthewIn today's episode, Brian has a conversation with Pete Matthew. Pete is a chartered financial planner, YouTuber, author and creator of Meaningful Money. He is also the MD of Jacksons Wealth Management. His book 'The Meaningful Money Handbook' has helped many people on their journey with their money, including Brian.Meaningful Money 1 page financial plan template - https://meaningfulmoney.tv/wp-content/uploads/2019/10/One-Page-FP.pdfTo find out more about Pete:Book - https://www.amazon.co.uk/Meaningful-Money-Handbook-Everything-everything/dp/0857196510YouTube - https://www.youtube.com/channel/UC39PLqUmy-AKK5...2024-06-211h 07
The Meaningful Money Personal Finance PodcastBig Ideas: CompoundingToday 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/BI22024-01-3132 min
The Meaningful Money Personal Finance PodcastBig Ideas: Businesses and BricksToday 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/2024-01-2451 min
The Meaningful Money Personal Finance PodcastPathfinders, with JL CollinsThe 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 2024-01-1036 min
The Meaningful Money Personal Finance PodcastReal Stories: Financial Planning PrioritiesToday, 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 2024-01-0339 min
The Meaningful Money Personal Finance PodcastReal Stories: Equity ReleaseToday 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 2023-12-2051 min
The Meaningful Money Personal Finance PodcastReal Stories: The Shape Of RetirementToday 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/RS82023-12-1346 min
The Meaningful Money Personal Finance PodcastReal Stories: Serious Pension PlanningToday 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 2023-12-0640 min
The Meaningful Money Personal Finance PodcastReal Stories: Preparing for DeathToday we’re going to be talking about preparing for death, which doesn’t have to be as morbid as it sounds! But we have to face it, and preparing well for the day we shuffle off this mortal coil is an important part of being intentional about our finances. Shownotes: https://meaningfulmoney.tv/RS62023-11-2944 min
The Meaningful Money Personal Finance PodcastReal Stories: Inheritance Tax PlanningToday we’re going to look at some work that we’ve done for clients in the area of estate and inheritance tax planning, and draw some lessons that might be useful for you in the same area. Show notes: https://meaningfulmoney.tv/RS5 2023-11-2250 min
The Meaningful Money Personal Finance PodcastReal Stories: Protection InspirationToday we’re continuing in our Real Stories season and we’re going to talk about Protection - talking about the life insurance, critical illness cover and income protection that underpins any financial plan. Shownotes: https://meaningfulmoney.tv/RS4 2023-11-1535 min
Wealth in YourselfMindful Money: The Psychology of Financial Well-Being with Derek HagenToday, we have an incredible guest with us, Derek F. Hagen, the Founder of Money Health Solutions®️.
As a Financial Therapist, Life Planner, and Mindfulness Coach, Derek helps clients navigate their money psychology, reduce financial stress, and boost their confidence in financial decision-making. Derek's mission is to help individuals harness the power of money as a tool to live more intentionally and mindfully. With over 18 years of experience in financial services, including high-profile roles in wealth management, he is a true expert in the field.
He's also the creative mind behind "Meaningful Money Memo," a news...2023-11-0849 min
The Meaningful Money Personal Finance PodcastReal Stories: How Much Is Enough?Today we’re going to be asking the question How much is enough? And we’ll go over some real stories of when we’ve helped clients answer that question. Show Notes: https://meaningfulmoney.tv/RS3 Retirement Investing Cheatsheet: https://meaningfulmoney.tv/retirementinvesting 2023-11-0846 min
The Meaningful Money Personal Finance PodcastReal Stories: Good Planning, Bad Tax SchemesThis week we want to look at one Real Story of a planning journey with a client that has seen some highs and lows. It’ll demonstrate the power of a relationship with a trusted financial planner, and also what can go wrong when someone tries to get too clever. Shownotes: https://meaningfulmoney.tv/RS2 Investment Cheatsheet: https://meaningfulmoney.tv/investment2023-11-0135 min
The Meaningful Money Personal Finance PodcastReal Stories 1: Market TimingToday we begin a new season which will be a bit different, because we’re going to cover some real stories from our years in the financial advice profession. The idea is that the first part of each episode will be going over one or more examples of real client situations and in a particular area of financial planning - all anonymised of course - and from those we can draw some lessons and other salient points for your information and action. Shownotes: https://meaningfulmoney.tv/RS1 2023-10-2544 min
The Meaningful Money Personal Finance PodcastBuying A Used Car, with Dave O’SullivanToday I’m chatting with Dave O’Sullivan, a listener who got in touch wanting to share his decades of knowledge of and experience in the car trade. We’re going to discuss some key points about buying a car - one of the biggest purchases most of us ever make. Shownotes: https://meaningfulmoney.tv/session511 Car Buyer's Guide: https://meaningfulmoney.tv/wp-content/uploads/2023/09/Used-Car-Buyers-Guide-2023.pdf 2023-10-0432 min
The Meaningful Money Personal Finance PodcastOnline Finance Communities with Alasdair WalkerToday I’m chatting with a colleague, a fellow financial planner, Alasdair Walker. It’s a conversation between fellow nerds really, specifically about Alasdair’s involvement with the UKPF Reddit community. Shownotes: https://meaningfulmoney.tv/session510 2023-09-2736 min
The Meaningful Money Personal Finance PodcastBusiness Protection Masterclass, with LifeSearchWelcome to another Inbetweenisode where my guest is a senior member of the team at LifeSearch - Alan Richardson. This will be super-useful episode for anyone who has a business of any kind. Shownotes: https://meaningfulmoney.tv/session509 2023-09-2044 min
The Meaningful Money Personal Finance PodcastRetiring Well with Justin KingToday I’m bringing you a conversation I had with my friend Justin King for his podcast, which is called the Retirement Cafe podcast. Many of you will doubtless listen to that show as well as this one, and if you don’t you definitely should, especially if you’re heading towards retirement. Justin asked me to interview him on his show about his book which was released on 12th September - the Retirement Cafe Handbook. I’ve read a pre-release copy and I’m not exaggerating when I say that it was an outstanding read. ...2023-09-1340 min
The Retirement Café Podcast184: Pete Matthew fires the questions: Introducing ‘The Retirement Café Handbook‘📘 My new book The Retirement Café Handbook - Nine Accelerators for a Successful Retirement, is out now! Get ready for a format twist this week on the podcast as I switch roles from host to guest. I'm absolutely thrilled to introduce none other than the incredible Pete Matthew, a dear friend and fellow Chartered Financial Planner, who's taking the reins as my guest host. Now, if the world of personal finance sets your heart racing, then Pete Matthew needs no introduction. He's the mastermind behind the ground-breaking Meaningful Money podcast, a powerhouse with over 500 episodes unde...2023-09-1240 min
The Meaningful Money Personal Finance PodcastFinance OS: Q and A SessionIn this final episode of Season 25, Roger and Pete answer some representative questions sent to us as the season has gone on. Shownotes: https://meaningfulmoney.tv/OS15 2023-09-0646 min
The Meaningful Money Personal Finance PodcastFinance OS: Later LifeToday we need to finish off Season 25 - our finances OS season - by talking about the necessary things to get right in later life. Shownotes: https://meaningfulmoney.tv/OS142023-08-3044 min
The Meaningful Money Personal Finance PodcastFinance OS: Retirement ReviewsToday we look at how to keep the finances ticking over nicely in retirement by conducting regular reviews. Specifically, we’ll be looking at when and how. Show Notes: https://meaningfulmoney.tv/OS13 2023-08-2332 min
The Meaningful Money Personal Finance PodcastFinance OS: The Danger ZoneToday we’re going to talk about the DANGER ZONE That’s period of time from when you retire to when all your available income sources are coming in, usually the time of your state pension. This is the period where you’ll have the best health, so you’ll want to enjoy that and spend your money accordingly. Show Notes: https://meaningfulmoney.tv/OS12 2023-08-1644 min
The Meaningful Money Personal Finance PodcastFinance OS: At RetirementWe’re on the home straight in this season now, and today, we’re talking about the decisions we need to make at the point of retirement. It’s probably the biggest transition of all in our financial lives, so this is an important episode. Show Notes: https://meaningfulmoney.tv/OS11 Cash flow ladder graphic UK Personal Finance flow chart: https://ukpersonal.finance/flowchart/ 2023-08-0939 min
The Meaningful Money Personal Finance PodcastFinance OS: Taking Stock and ReviewingToday we thought we would take stock of where we’ve come in the season and also to help you with reviewing the transition points of the flow chart, as they apply to your life. A regular review is essential for being intentional with our finances, and it’s at those review points that we can take a look at where we are and see if there’s anything we need to change. Shownotes: https://meaningfulmoney.tv/OS9 2023-07-2638 min
The Meaningful Money Personal Finance PodcastThe 500th Episode!So…this has been a lot of work! 500 episodes over ten and a half years, not to mention over 460 videos. Today we’re going to throw out the usual structure of the show and hear from lots of different voices, some friends of the show but also quite a few listeners, which will be excellent! Show Notes: https://meaningfulmoney.tv/session500 2023-07-121h 13
The Meaningful Money Personal Finance PodcastFinance OS: Long-Term GoalsToday we’ll continue to build on the foundations we’ve laid and also on last week’s discussion of shorter-term goals. We’re going to be talking about identifying, costing and building towards long-term goals. Show Notes: https://meaningfulmoney.tv/OS8 UKPF Flow Chart: https://ukpersonal.finance/flowchart/ 2023-07-0541 min
The Meaningful Money Personal Finance PodcastFinance OS: Short-Term GoalsToday we start to build on what we’ve talked about so far. We’ve laid the foundation of debt elimination, creating an emergency fund and having the right protection in place. Now we can start looking to the future and set some goals… Show Notes: https://meaningfulmoney.tv/OS7 UKFP Flowchart: https://ukpersonal.finance/flowchart/2023-06-2832 min
Standard Deviations with Dr. Daniel CrosbyDerek Hagen - Top Techniques for Navigating Change-Resistant Clients and Building Stronger RelationshipsTune in to hear:- In studies, non-compliance with financial advice generally hangs around the 50% range. However, many advisors say that their clients are very compliant and that these stats don’t hold true for them. Has Derek noticed this and what does he think accounts for this difference?- What is the “stages of change” model and how might it be applied in practice with clients who are pushing back?- What is a concrete, actionable step an advisor can take to help move their client from the contemplation stage onto the prepar...2023-06-2236 min
The Meaningful Money Personal Finance PodcastFinance OS: The Foundation of InsuranceToday, we continue to work our way through the UK Personal Finance Flowchart, using that as a guide to create our Finance Operating System. And specifically today we’re going to be talking about completing our wealth foundation with insurance. This is such an important subject because there is simply no point building for the future without putting measures in place to make sure that our financial plans are not completely derailed if the future doesn’t wind up like we expect. Show Notes: https://meaningfulmoney.tv/OS6 UKFP Flowchart: https://ukpers...2023-06-2147 min
The Meaningful Money Personal Finance PodcastFinance OS: Paying Off Expensive DebtsToday we’re continuing our tip-toe through the UK Personal Finance Flow Chart, and specifically, we’re talking about paying off expensive debts. This is an essential part of getting your finances on a firm footing so that you can build for the future. Show Notes: https://meaningfulmoney.tv/OS5 UKPF Flow Chart: https://ukpersonal.finance/flowchart/ UPDATE: Voluntary National Insurance deadline for filling gaps since April 2006 has been extended to 5 April 2025. https://www.gov.uk/government/news/deadline-for-voluntary-national-insurance-contributions-extended-to-april-2025 2023-06-1445 min
Modern Financial WellnessEP: 001 Mindfulness and Your Money w/ Mindfulness Coach and CFP Derek HagenIn this episode Jim talks to mindfulness/meditation coach Derek Hagen about what mindfulness is and isn't as well as some practical ways to apply mindfulness to our financial lives. About our Guest:Derek Hagen, CFP®, CFA, CFT-I™, FBS®, CIPM is a certified mindfulness/meditation teacher and financial psychology expert specializing in meaning in life. He helps clients who feel stuck. He supports financial health, mindset change, and intentional living by helping people understand their beliefs, values, and thinking patterns to help them live a life of meaning and pur...2023-06-0756 min
The Meaningful Money Personal Finance PodcastWelcome to 2023 - Here's what's coming up…Happy New Year! Many of us will be glad to see the back of 2022, but there’s plenty to look forward to in 2023 and I wanted to give you a bit of a heads-up as to where we’re going here at MeaningfulMoney in the next 12 months, and… to ask for your help.2023-01-0507 min
CamBro Conversations150) Pete Matthew - The Podfather of UK Personal FinanceToday’s conversation is with Pete Matthew, Financial Planner, Podcaster, YouTuber, and CEO of Jacksons Wealth Management.
From flipping burgers in McDonalds to becoming Managing Director of Jackson’s Wealth Management, Pete followed a fairly classic career path. Until he started messing around with a video camera and creating content.
I’ve titled this episode the Podfather of UK Personal Finance and that is for good reason. Pete has shared countless hours of indepth content on the Meaningful Money Podcast and Youtube Channel in the last decade.
Expect to learn about Pete’s backgrou...2022-10-161h 07
The Meaningful Money Personal Finance PodcastStrategies for Lifetime Allowance PlanningToday we begin a new season of the MeaningfulMoney podcast where each episode will be strategies for dealing with a certain financial situation. Today we start with Strategies for managing the pension Lifetime Allowance…2022-09-0739 min
How To Save Like A Bear064: The Best Money Book for UK Readers? Meaningful MoneyI'm reading selections from another Harriman House publication; this handbook is for anyone who didn't get taught about money at school. If you find personal finance confusing, and have no idea where to start, this book from a financial planner and podcaster breaks down exactly what you need to know and do to start managing your outgoings, get out of debt, protect your future, and start investing.https://www.harriman-house.com/meaningfulmoneyAudiobook: https://amzn.to/3lsUkP6Free Audible trial: https://www.amazon.co.uk/hz/audible/mlp?ie=UTF8&actionCode=AMN30DFT1Bk06604291990WX&tag...2022-08-2017 min
Talk to the Elephant1. The power of community with Pete MatthewIn this episode we look at being part of a community and the sense of belonging it offers. But could the power of community have a dangerous side too? How might the power of community influence the way we think and feel about money? And how do we communicate with hard-to-reach communities?
We’re very excited to have the founder of MeaningfulMoney, Pete Matthew, on the podcast to talk us through this and more.
At like minds we aim to make money and saving stress-free and easier to navigate for employees and those saving into pension sc...2022-08-0924 min
Reshape RebootMidlife Finances - Making Decisions During The Cost of Living CrisisIt's episode68. In this timely episode, Dave is once again joined by Pete Matthew, all-round top bloke, Meaningful Money podcast host and CEO Jacksons Wealth. Pete has joined the show twice before so do check out those episodes as they provide a useful foundation for today's discussion (ep's 32 & 48). Given the so-called 'cost of living crisis and talk of a recession, how should we go about making sound decisions when it comes to life and finances? Do we wait, panic, go all in?Pete Matthew is a very content husband to Jo and father of two g...2022-08-0359 min
The Meaningful Money Personal Finance PodcastAn Update from MeaningfulMoneyIn this short update, I wanted to let you know a bit about what's going on with me and MM, plus explain why I'll be taking a break from the podcast for a few weeks...2022-08-0310 min
Reshape RebootReshaping Midlife FinancesDown to earth Interview with Financial Expert Pete MatthewDave is joined by Meaningful Money Podcast host and financial expert Pete Matthew. The two discuss how to shape up our finances to support our efforts to make changes in our midlife. Pete's down to earth approach to what can be an overwhelming and confusing world is a breath of fresh air. Dave picks Pete's brains about how to regain some control over our finances and create practical options for supporting our midlife goals.Pete Matthew is a very content husband to Jo and father of...2022-02-021h 06
Mrs Mummypenny Talks PodcastSAVING & INVESTMENT WITH PETE MATTHEW - MRS MUMMYPENNY TALKS S4 Ep 11Episode 11 is all about Savings and Investments. Plus we talked WILLS following on from Protection last week and talked a little about pensions (more to come on Pensions with a whole episode 12, next week) I am joined by Financial Planner, Podcaster and YouTuber Pete Matthew of Meaningful Money. -We started with an intro to Pete, his Podcast, YouTube, and Meaningful Money academy. -We talk about the world of Personal finance influencers and the real people who we trust. We talk about how to work out who to trust. -The core of the podcast, w...2021-11-231h 05
Better Presentations More Sales4 ways to share your expertise and raise your profile and build trust in your personal brandIn this episode of the Better Presentations More Sales podcast Trevor challenges you to share your expertise, to offer advice and tips for free as a way of raising your profile and building trust in your personal brand.Last week I was at a business event in Penzance where the guest speaker was Pete Matthew of MeaningfulMoney.TV - Pete is a financial advisor who started recording advice videos in 2011 before launching a podcast which has over 5 million downloads. Pete was a mentor and inspiration for me launching this podcast. Pete's message at the event centred around g...2021-11-0814 min
Ahead In TechManaging and Growing Your Money - Pete Matthew, meaningfulmoney.tvMore info on https://www.aheadintech.com | Helping You Get Ahead in Tech!Music from Uppbeat (free for Creators!): https://uppbeat.io/t/all-good-folks/new-moves License code: JX2X1XGVHYQXGNIY--- Send in a voice message: https://anchor.fm/sanjay-purswani/message2021-08-1736 min
Change and TransitionGreatest Hit #4 Career change and moneyIn today’s episode we talk career change and money management. Some people feel trapped in careers because they don’t feel they will be able to survive if they have to take a pay cut. There is so much to consider. Personal money expert, Pete Matthew, talks us through how to look after our money during a career change.
Pete’s website: www.meaningfulmoney.tv
Pete’s book: The Meaningful Money Handbook Pete’s podcast: Meaningful Money
Podcast hosted by Career Change Coach, Crystal Debrah-Ekolie from voraicoach.com
Instagram: @voraicoach
Free...2021-08-0419 min
The Meaningful Money Personal Finance PodcastMeaningfulMoney - The State Of The NationToday I want to look at where Meaningful Money has come, what’s going on right now and where I want to take it. Call it a state of the nation speech for your favourite financial education channel.2021-07-2124 min
All about youTeaching children about money with Pete Matthew (one of my heroes)I am so happy to have one of my heroes on the podcast Pete Matthew of Meaningfulmoney
Out topic is financial education for children in a world of plastic and digital payments.
We talk about our own education about money from our parents, and the language we use around money with children and as adults 2021-06-2034 min
The Meaningful Money Personal Finance PodcastSimplifying PensionsThe podcast is currently on hiatus while I plan for Season 20 and also get things in place for the final launch of Meaningful Academy Retirement Planning. More on that in just a sec, but for the next few weeks I will be reviving some older episodes on various topics. This week’s old show is about simplifying pensions. The episode should stand alone, but the shownotes have been updated to meaningfulmoney.tv/session4252021-06-1624 min
The Meaningful Money Personal Finance PodcastSecuring an Income in RetirementThe podcast is currently on hiatus so for the next few weeks I will be reviving some older episodes on various topics. This week’s old show is about securing an income in retirement, something which has fallen out of favour a little bit since the pension freedoms of 2015. The episode should stand alone, but the shownotes have been updated to meaningfulmoney.tv/session4242021-06-0928 min
Financial Adviser Lives PodcastInterview with Meaningful Money creator Pete MatthewPete Matthew is a Certified Financial Planner and Chartered Financial Planner providing fee-based holistic financial planning advice in Penzance, West Cornwall. He is also an award-winning podcaster and video blogger - his passion to spread the word that anyone can take control of their personal finances.
Pete is fulfilling this passion via his financial education website and podcast, MeaningfulMoney. Through video, podcasting and social media he is reaching thousands of people every week with his simple financial planning message2021-05-2245 min
The Meaningful Money Personal Finance PodcastThe Financial Success ChecklistWhen I wrote the MeaningfulMoney Handbook in 2018, I wanted it to be the one book that most people would need to go from zero to hero with their personal finances. It was designed for anyone to be able to work through and to begin taking control. Today’s checklist aims to condense the message of the book into less than 30 minutes - wish me luck!2021-05-1929 min
The Meaningful Money Personal Finance PodcastA Checklist For Financial BALANCEEasily the number one question I get asked here at MeaningfulMoney is about finding balance in finances. It’s a BIG question, but hopefully this week’s checklist will help us to find that elusive financial balance.2021-04-1423 min
Going Deeper with Benjamin LeppierGetting under the skin of money with Pete MatthewIn this podcast we discuss:Our earliest money teachersWhat behaviours are helpful and unhelpful around moneyHow to get ahead in the money gameWhy focusing on our money brings freedomIf you enjoyed this episode why not buy Ben (or Kerry) a coffee, all donations, small or great, are gratefully received:Click here to donate to stress free dadsResources:Free Gift: Click here to get your free giftMy Website: https://www.themarriagepeople.co.ukStress free Dads YouTube Channel: Click hereInterviewees resources:Learning centre: https://meaningfulmoney...2021-02-1937 min
Change and TransitionS3:Ep11 Career change & money concerns - Interview with Pete Matthew of the Meaningful Money PodcastIn today’s episode we talk career change and money management. Some people feel trapped in careers because they don’t feel they will be able to survive if they have to take a pay cut. There is so much to consider. Personal money expert, Pete Matthew, talks us through how to look after our money during a career change.
Pete’s website: www.meaningfulmoney.tv
Pete’s book: The Meaningful Money Handbook
Pete’s podcast: Meaningful Money
My instagram:@voraicoach
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Send in a voice message: https://podcasters.spotify.com/pod/show/candtpodcast/message2020-12-1021 min
Cash Chats UK Money & Personal Finance podcast#141 Paying yourself first w/ guest Pete MatthewThis week I'm joined by Pete Matthew, a financial advisor and the host of the UK finance podcast Meaningful Money. We talk about the concept of paying yourself first, as well as when you should - and when you shouldn't - get financial advice. Don't forget to join the Cash Chats community on Facebook. * Please do leave a review and rating if this saves you money. * FURTHER READING Meaningful Money https://meaningfulmoney.tv/ Pete's episode on finding a financial advisor https://meaningfulmoney.tv/2013/03/25...2020-09-1636 min
The Meaningful Money Personal Finance PodcastThe Point Of It All: RetirementWelcome to a brand new season here on MeaningfulMoney. I’m looking forward to getting into a meaty season, following on from the previous one and looking into the point of it all: Retirement2020-05-1317 min
The Meaningful Money Personal Finance Podcast10th Anniversary AMAMeaningfulMoney is 10 years old! Not sure where that time went...! Didn't feel right to pull out all the stops to celebrate, so here's a more muted celebration. Today I’m answering the questions that you have left in the Facebook group and on social media - all the stuff you’ve always wanted to know, and probably some stuff you didn’t!2020-05-0643 min
FI after 40 PodcastHow COVID-19 is Changing the Face of CollegeThe COVID-19 virus is having a dramatic impact on the world. In this episode I discuss how it’s changing the face of college, both in the short term and in the future. From online classes to student loan debt, I dive into the key topics for students and parent who are navigating the college decision process.
Instagram shout-out segment: Asked for people to recommend a Financial Independence blog
@late_bloomer_baby_boomer recommends @thechrispeach (https://www.moneypeach.com/)
@thefrugalog (https://www.thefrugalog.com/)
@melannialmoney recommends @apurplelife (https://apurplelife.com/)
@prescriptions_and_paychecks recommends @inspire.to.fi...2020-04-2921 min
That Mint PodcastMeaningful Money - In Conversation with That Mint PodcastCatch up on our guest appearance on the wonderful Pete Matthew's podcast from @meaningfulmoney.Celebrating Meaningful Money's 10th birthday, we talk all things finance and weigh up the difficulties and the enjoyment of doing a financial podcast.2020-04-2231 min
The Meaningful Money Personal Finance PodcastTheory vs RealityI had a question in the MeaningfulMoney Facebook group the other day, from Tom, who asks about staying the course in challenging investment markets, now that they're actually upon us...2020-03-2707 min
The Meaningful Money Personal Finance PodcastShould? Best? Right? = PARALYSIS!As I record this, There are almost 3,500 people in the MeaningfulMoney Facebook group asking questions. I get tons of emails every week and there are social media comments, podcast reviews and lots of other ways for people to get in touch me here. I’ve noticed a trend in the comments and questions I get of using absolutes when they shouldn't, and it has to STOP!2020-03-1305 min
The Meaningful Money Personal Finance PodcastWhat Is Retirement?Here we are with a brand new season of the MeaningfulMoney podcast, all about the run-in to retirement after a life of building wealth. Today I want to ask an important question right at the start - What is retirement?2020-02-0517 min
The Meaningful Money Personal Finance PodcastJL Collins - The MeaningfulMoney InterviewToday I get to bring you what is easily my favourite interview in my nearly ten years of the MeaningfulMoney project. It was my privilege to chat with JL Collins, author of The Simple Path To Wealth, which is quite simply the greatest personal finance book ever written.2020-01-1557 min
The Meaningful Money Personal Finance PodcastWhat IS Financial Planning?This season of the MeaningfulMoney podcast is called Planning with Purpose and is designed for those well-established on their journey towards financial independence. But if we’re talking about planning, then we’d better define what we mean by that…2019-09-1127 min
The Meaningful Money Personal Finance PodcastPlanning with Purpose - Season 15 IntroWoohoo! It’s another new season here on MeaningfulMoney after a summer of Inbetweenisodes. I hope you have enjoyed the conversations I’ve had over the past few weeks. I’ve had loads of great feedback, so it seems like you have. It’s been a great few weeks, but I’m excited to get cracking on what is easily going to be the best season ever of MeaningfulMoney, called Planning with Purpose.2019-09-0421 min
Join Up Dots - Business Coaching Made Easy (With A Bit Of Life Coaching Too)Pete Matthew - MeaningfulmoneyIntroducing Pete Matthew Today's guest joining us on the show is a man who needs no introduction. Not if you are in the world of saving money, investing wisely and making the most of you cash. In fact he was first on the show back a couple of years ago, beaming in from his mansion in Cornwall. He is a Financial Planner, Podcaster, Video Blogger, Social Media Trainer. Managing Director of Jacksons Wealth Management. Best of all can teach us how to take control of our cash in ways that simply are life changing. As he says “I am a Ce...2019-08-1256 min
The Meaningful Money Personal Finance PodcastMMP330: The Escape Artist - The MeaningfulMoney InterviewI think you’re going to enjoy this. Lots of you have suggested that I get today’s guest onto the show, and though it took a while (down to me, not him) I’m delighted that we’ve made it happen, and I don’t think it’ll be the last time, either. Stay tuned for a blinding conversation with Barney Whiter, AKA The Escape Artist.2019-07-1752 min
The Meaningful Money Personal Finance PodcastSpread The Message - 5MF042Plenty of you a spreading the word about MeaningfulMoney to your friends and family, but we can all do more! So I thought I'd take five-ish minutes to highlight some great ways to share the MeaningfulMoney goodness to everyone that needs to hear it.2019-04-1906 min
The Meaningful Money Personal Finance PodcastMeaningfulMoney in 2019 and BeyondLet me introduce you to Kaloyan Tsilev, my right-hand man here at MeaningfulMoney. In this last Inbetweenisode before we get going with Season 14, Kal and I chew the fat about what's coming in 2019 with the podcast, the socialz, and Meaningful Academy.2019-04-1740 min
The Meaningful Money Personal Finance PodcastCore and Satellite InvestingI talk a lot about core and satellite investing here on MeaningfulMoney, but what is it, and why is it important for YOUR investment success?2019-04-0507 min
The Meaningful Money Personal Finance PodcastThe Challenge of Financial Illiteracy - S13E07Of all the challenges facing millennials, there is one that feeds into all the others combined, and that is financial illiteracy. MeaningfulMoney was set up to address this because understanding overcomes inertia; with knowledge comes power. Today I want to talk about what I think should be done to address financial illiteracy, and to share a bunch of resources that I know you will find useful.2019-02-2026 min
Advisers Assemble - Lead Generation For Financial ServicesPete Matthew; A Financial Planner That Doesn't Need To AdvertisePete Matthew the host of the meaningful money podcast is booked up for three months in advance and does not need to market his business or advertise.
Pete's built a whole lot of trust through content marketing so I quiz him on all the elements and discuss how anyone can do this.
https://meaningfulmoney.tv/
Pete's Book: https://meaningfulmoney.tv/book/
2019-01-2239 min
The Meaningful Money Personal Finance PodcastMillennial Financial Challenges: Season Intro - S13E01It’s another new season here on MeaningfulMoney and as always, I’m excited at the prospect of digging deep into a subject. Looking back over the seasons completed to date, I realised that I haven’t so far addressed the main challenges encountered by folks who are getting started with their financial journey. This season seeks to address that.2019-01-0926 min
The Meaningful Money Personal Finance PodcastSession 300 - New Year 2019Yes, Happy New Year and welcome to the 300th episode of MeaningfulMoney. Can that really be true? Episode number 1 was in November 2012, just over six years ago. We’ve come some way since then, and there’s lots still to come! Today I want to give you a heads-up on that a bit later, but not before my 15yo daughter Kate takes over for a bit. 2019-01-0250 min
The Meaningful Money Personal Finance PodcastMaking Money with Gudrun Lauret - Season 12, Episode 3Today I want to introduce you to Gudrun Lauret who is part of the team here on MeaningfulMoney, or Team MeMo as we’ve taken to calling it! Gudrun is a writer who now makes her living full-time doing what she loves.2018-11-2835 min
The Meaningful Money Personal Finance PodcastPensions Q&A - Pensions Masterclass 11Season 11 of MeaningfulMoney has been a deep dive in to pensions, and unsurprisingly, as the season has gone on I’ve had LOTS of questions about the content, so I want to round off the season today by answering some of those.2018-10-2433 min
Business in Bloom09: Crushing the can't in your head with Sophie FrenchSophie French is a creative coach based in Leicester, working with women to tackle subjects of self-doubt, money mindset, marketing and so much more.
I chat to Sophie about her career change, self-doubt, IGTV and her content creation plan. Sophie also has some wise words of wisdom for those wanting to quit the 9-5!
You can find Sophie at:
https://www.sophiefrench.co
http://instagram.com/sophiefrenchcreative
The things we talked about:
Meaningful Money podcast - https://meaningfulmoney.tv/mmpodcast/ - look for episode 003 How to Budget https://meaningfulmoney.tv/2012/12/03/mmp003-how-to-budget-podcast/#
Book recommendation - Life in half a second...2018-10-1652 min
The Meaningful Money Personal Finance PodcastThe MeaningfulMoney Handbook Launch Week, Pt 5This week I am playing into the podcast feed some chapters from the Audible version of The MeaningfulMoney Handbook, which is released by Harriman House this week.2018-09-2114 min
The Meaningful Money Personal Finance PodcastThe MeaningfulMoney Handbook Launch Week, Pt 4This week I am playing into the podcast feed some chapters from the Audible version of The MeaningfulMoney Handbook, which is released by Harriman House this week.2018-09-2012 min
The Meaningful Money Personal Finance PodcastThe MeaningfulMoney Handbook Launch Week, Pt 3This week I am playing into the podcast feed some chapters from the Audible version of The MeaningfulMoney Handbook, which is released by Harriman House this week.2018-09-1908 min
The Meaningful Money Personal Finance PodcastThe MeaningfulMoney Handbook Launch Week, Pt 2This week I am playing into the podcast feed some chapters from the Audible version of The MeaningfulMoney Handbook, which is released by Harriman House this week.2018-09-1815 min
The Meaningful Money Personal Finance PodcastThe MeaningfulMoney Handbook Launch Week, Pt 1This week I am playing into the podcast feed some chapters from the Audible version of The MeaningfulMoney Handbook, which is released by Harriman House this week.2018-09-1712 min
Financial Planning Training AcademyStephen Jones & Pete MatthewThis month’s featured pods from our Financial Life Coach Podcast Stephen Jones from Cooper Parry Wealth @wealthcp Pete Matthew from Jacksons Wealth Management and Meaningfulmoney @PeteMatthew Subscribe to our Podcast
The post Stephen Jones & Pete Matthew appeared first on Financial Planning Training Academy.2018-07-2200 min
The Meaningful Money Personal Finance PodcastWhat's next for MeaningfulMoney video? - 5MF016There's plenty more to come from MeaningfulMoney video. I thought I'd take five minutes to let you know my plans...2018-07-1304 min
Marketing and Finance (MAF) PodcastPete Matthew on building client trust through consistent audio and video content - MAF150Pete Matthew on building client trust through consistent audio and video content - MAF150 This is a milestone edition, and my guest is Pete Matthew. He’s an expert financial planner, a prolific content marketer and fellow podcaster. We talk about how answering questions with video and audio content gives him a constant stream of clients for his business. Welcome to episode 150 of the Marketing and Finance Podcast. We chat about: How he started answering finance questions with a video camera on the beach in Penzance Building the Meaningful Money Pod...2017-11-2335 min
PFS Festival RadioPete Matthew, Meaningful MoneyMartin chats to Pete Matthew from Meaningful Money about building client trust before you've even met them!
Pete Matthew is a Chartered and Certified Financial Planner, and Managing Director of Jacksons Wealth Management in Penzance. He started MeaningfulMoney.tv as a hobby in 2010, and has since created over 300 videos and over 200 podcast episodes. The podcast is a top ten UK business podcast, and is downloaded 50,000 times each month. MeaningfulMoney is now a major source of new business for Jacksons Wealth - the hobby has become a monster! He's married to Joanne, with two teenage daughters and a Jack Russell called...2017-11-0702 min
The Meaningful Money Personal Finance PodcastMMP232: What next for MeaningfulMoney?As we approach the five-year anniversary of the first ever episode of MeaningfulMoney, I thought it might be a good idea to step back and take a look at where we have come and more importantly, where we’re going. And as far as the latter is concerned, I want to ask for your help…2017-10-2524 min
PFS Festival RadioPFS Festival Radio 002 - Pete MatthewPete Matthew, financial planner and creator of the Meaningful Money podcast, joins Martin on Festival Radio today to talk about how he got started as a prolific content creator, what visitors to The Festival of Financial Planning can expect from his session, and the first single he bought.
Meaningful Money: https://meaningfulmoney.tv/
Follow Pete on Twitter: https://twitter.com/petematthew
Find out more at www.pfsfestival.org/explore/festival-radio.2017-08-2207 min
The Financial Wellbeing PodcastEpisode 18: How to Get HelpEpisode 18: How to Get Help
The Financial Wellbeing Podcast and Book is aimed at helping people to create their own financial plan, but where else can you get help with your finances?
In this episode, Chris & David talk through the various ways you can get help with your finances and perhaps the places where you should avoid getting help from. We talk about some useful free services that are available and also how engaging a Financial Planner can be a huge help.
We also find out whether David has actually read Chris’s lat...2017-05-1227 min
The Meaningful Money Personal Finance PodcastS6E1: The Personal Finance Audit - An IntroductionWelcome to a brand new season here on MeaningfulMoney. I’m excited to bring you this season because I believe that it will help every single listener to this show. Today’s session will be introducing the season and helping you get ready and excited for it. Don’t worry though, it ain't just fluff - there will be some action points to take as well. Podcast: Subscribe in iTunes | Play in new window | Download Sponsor Message This podcast is brought to you with the help of...2017-05-1026 min
The Meaningful Money Personal Finance PodcastMMP200.mp3The 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 p...2017-03-2234 min
Burnout to Brilliance, A Mother & Daughter DialogueMeaningful Money with Pete Matthew#15: Today we are going to talk about a topic which many of us have this complex LOVE & Hate relationship with it. MONEY.As many of us—passionate entrepreneurs started out our business with zeal, with dreams to build a business we love to not only fulfill our personal dreams, but we also envision that by doing so, in the process, we can help others, too. And not many of us are in love with excel sheets and numbers. However, we all know without proper money management for our business, we just have a very expensive hubby....2016-10-2440 min
The Meaningful Money Personal Finance PodcastMMP147: Capita Gains Tax Planning & Inheritance Tax PlanningLast week, we covered Income Tax planning, but there’s a whole world of planning you can do outside of that, to feather your own nest. In today’s show I’ll cover the two other main personal taxes, and look at how you can do some good solid Capital Gains Tax planning and Inheritance Tax planning
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Podcast: Subscribe in iTunes...2016-02-1731 minThe Meaningful Money Personal Finance PodcastMMP133: You vs You - How to keep goingFor years now I’ve been preaching here that money management is simple, and I do hold to that. But, while it may be simple, that doesn’t mean it is EASY. Financial success takes time, sometimes a long time, and it can be difficult to keep the faith and stick to it for a long time. In today’s show, we’re going to talk about how to keep going when the voice in your head when they tell you to quit…
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This podc...2015-10-2824 min