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AJ Bell Money Matters

AJ Bell
Pensions
Gender Pay Gap
Financial Literacy
Noon
International Women's Day
Cost Of Living Crisis
Women and Money
Financial Planning
Financial Independence
Side Hustles
Personal Finance
Christmas
Savings Accounts
Queenagers
Consumer Spending
Women In Midlife
Pension Gap
Waspi Women
Motherhood Penalty
Julia Gillard

It’s rude to talk about money, right? Wrong. Money really matters. From knowing your worth to understanding the gender investment gap and how to close it, we’re here to help women have more open conversations about money and investing. Because the truth, is women in the UK have less than half the levels of savings and investments as men*. At AJ Bell we’re passionate about helping people invest – s... more

PublishesTwice monthlyEpisodes94Founded4 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for AJ Bell Money Matters

Latest Episodes

This week Danni and Laura simplify the complicated rules and thresholds around inheritance tax.

We also speak to Lisa Webster, AJ Bell's senior technical consultant, about how to prepare for retirement considering women tend to have longer lives tha... more

YouTube

On the AJ Bell Money Matters podcast this week, Danni and Charlene discuss how the gender pension gap varies from state pension to private pensions, and why this matters for your retirement planning.

We also speak to Chair of The 30% Club, Pavita Co... more

YouTube

On this week's episode of the AJ Bell Money Matters podcast, Laura and Danni discuss a whopping gender gap when parents gift money to their children, and why this strangely might not be such bad news.

We also hear from Liz Dimmock, CEO and founder o... more

YouTube

On this episode of the AJ Bell Money Matters podcast, Danni and Laura discuss common financial changes in the summer months with both of them on the cusp of big life events.

We also speak to Anna Hemmings, chief executive of our charity partner Smar... more

YouTube

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Recent Guests

Lisa Webster
AJ Bell's Senior Technical Consultant and pension tax expert
AJ Bell
Episode: Inheritance tax and retiring solo with AJ Bell's pension guru
Pavita Cooper
Chair of The 30% Club in the UK, advocating for gender diversity in leadership roles.
The 30% Club
Episode: Top tips to get ahead in the workplace with The 30% Club
Liz Dimmock
Founder and CEO of Moving Ahead, a social impact organization
Moving Ahead
Episode: How to start a business with CEO Liz Dimmock
Anna Hemmings
CEO of Smart Works
Smart Works
Episode: Helping women's careers with Smart Works
Funmi Olufunwa
Financial educator, qualified mortgage advisor, and financial lawyer
Hoops Finance
Episode: Who pays for parenthood? And what's happening with Lifetime ISAs?
Linda Davies
Former investment banker, best-selling author, and life and money coach
Author of 'What Every Woman Needs to Know to Create Financial Abundance'
Episode: From Wall Street to kidnap survivor: how a best-selling author became a life coach
Charlotte Yonge
Senior Fund Manager at Troy Asset Management and co-founder of GAIN (Girls Are Investors)
Troy Asset Management
Episode: Focussing on the long-term during market ups and downs
Jennifer Conner
UK Regional Manager at the Affordable Art Fair
Affordable Art Fair
Episode: Investing in art
Roberta Barr
Co-manager of the Schroder Global Sustainable Value Equity Fund
Schroder
Episode: The truth behind responsible investing

Hosts

Laura
Co-host of the AJ Bell Money Matters podcast
Danni
Co-host of AJ Bell Money Matters

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Inheritance tax and retiring solo with AJ Bell's pension guru
Q: What happens to pensions in a divorce?
Pensions should not be overlooked in a divorce, as they can be significant assets. A pension sharing order can be established to ensure equitable division of pension wealth between spouses.
Inheritance tax and retiring solo with AJ Bell's pension guru
Q: What should single people consider when planning for retirement?
Single people should understand their state pension forecast and ensure they know any gaps in their national insurance record. They should also prepare for the financial responsibilities they will shoulder alone, including all household costs.
Top tips to get ahead in the workplace with The 30% Club
Q: Do you have any tips for women who are thinking, maybe I should go for that role?
Women often talk themselves down, but they should go for roles even if they don't meet all the criteria.
How to start a business with CEO Liz Dimmock
Q: How do you know for you it's the right time to make that leap?
It felt right for me when I reached a point of disillusionment in the corporate world and wanted to pursue a more purposeful path, despite the unpredictability of starting a business.
How to start a business with CEO Liz Dimmock
Q: What was the most challenging part of starting your business?
The challenge of transitioning from a secure corporate role to being an entrepreneur was significant, especially in managing personal finances and navigating fundraising conversations that often included personal questions.

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Frequently Asked Questions About AJ Bell Money Matters

What is AJ Bell Money Matters about and what kind of topics does it cover?

Focused on empowering women in finance, the podcast provides insights into various aspects of investing and money management. Key topics revolve around financial literacy, gender equality in investing, and the unique challenges women often face in their financial journeys. Through expert guests and engaging discussions, the hosts tackle issues such as the gender investment gap, workplace dynamics, and strategies for building wealth. This podcast not only aims to educate its listeners but also to inspire them to take control of their finances and engage in open conversations about money without stigma.

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Which podcasts are similar to AJ Bell Money Matters?

These podcasts share a similar audience with AJ Bell Money Matters:

1. AJ Bell Money & Markets
2. On The Money
3. The Money To The Masses Podcast
4. Switch Your Money On
5. The Meaningful Money Personal Finance Podcast

How many episodes of AJ Bell Money Matters are there?

AJ Bell Money Matters launched 4 years ago and published 94 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on AJ Bell Money Matters?

Recent guests on AJ Bell Money Matters include:

1. Lisa Webster
2. Pavita Cooper
3. Liz Dimmock
4. Anna Hemmings
5. Funmi Olufunwa
6. Linda Davies
7. Charlotte Yonge
8. Jennifer Conner

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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