Pete Matthew discusses and explains all aspects of your personal finances in simple, everyday language. Personal finance, investing, insurance, pensions and getting financial advice can all seem daunting, but with the right knowledge and easy-to-follow action steps, Pete will help you to get your money matters in order.
Each show is in two segments: Firstly, everything you need to KNOW, and secondly, everything you need to DO to move forward on the subject of that episode.
This podcast will appeal to listeners of MoneyBox Live, Wake Up To Money, Listen to Lucy, Which? Money and The Property Podcast.
To leave feedback or ask a question, go to http://meaningfulmoney.tv/askpete
Archived episodes can be found at http://meaningfulmoney.tv/mmpodcast
Tax-free cash or not?
Today we’re going to asking an important this or that question - should you take your pension tax-free cash or not?
Drawdown or Annuity?
When it comes to taking benefits from your DC pensions, most people just assume that Drawdown is the ONLY way to go, and that annuities are dead, but we think there’s a place for them for the right people at the right time.
Insure or self-insure?
Today we want to cover a topic that is very subjective to each individual’s circumstances - whether you should take out insurance for a given risk, or whether you should use some of your own money in case that risk occurs.
Retire or Semi-Retire?
The idea for this session came from a brilliant post in the Meaningful Money Facebook group by none other than Nick Mitchell, one of the brilliant moderators and part of the team here at MeMo. Nick felt like he was coming to a transition point in his career and was concerned that he was losing his identity somewhat, which, like for most of us, is very tied up in his work. This got us thinking about retirement - the biggest transition most of us face, work-wise - and whether its best to go out with a bang or fade out slowly.
Income, Growth or both?
Today we’re talking about investing for income, for growth or both - so it’s more of a this or that or the other conversation really. But this is actually something that we come across quite a bit talking to clients, particularly those in retirement.
Seek Financial Advice or DIY?
Today we’re going to be discussing a this or that choice which, on the surface at least, might present something of a conflict for us, but we’re not ones to shy away from challenging subjects! Should you seek advice from a professional adviser like us or whether you should go it alone.
Very good podcast
This podcast continues to teach me everthing I need to know and do to secure my financial future and I love it. Pete managers to cover topics that are important in a way that is easy to understand whilst injecting a good dose of humour too! Thank you for all your hard work. Since Rodger has joined Pete the show has got even better. The chemistry between these two good friends makes this podcast. No retiring from the podcast Rodger. Simon
Helped me retire last week :)
I retired last week age 57 and Pete’s podcast has been a key resource to help me achieve this!
I’ve listened to most of the episodes and learned so much along the way. His knowledge is massive and advice sound and delivered in an easy to listen way.
There are a few other podcasts that I have been listening to along the way but this one comes top for me.
Best UK finance podcast
I’ve been meaning to write this review for a while. Not only does Pete have the smoothest voice but what he teaches is truly life changing. The UK Dave Ramsey wouldn’t do him justice. What I love the most is you get told what you need to know and more importantly what you need to do! Listened to most of Pete’s podcast now, easy to follow, same advice throughout the years which is great. Keep it up!