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Artwork for The Meaningful Money Personal Finance Podcast

The Meaningful Money Personal Finance Podcast

Pete Matthew
Financial Planning
Investment Strategies
Personal Finance
Financial Advice
Retirement Planning
Pensions
Inheritance Tax
Pension Planning
Estate Planning
Equity Release
Savings
Simplicity
Financial Products
Wills
Investments
Investing
Compounding
Income Protection
Debt Management
Retirement

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 second... more

PublishesWeeklyEpisodes588Founded13 years ago
Number of ListenersCategories
BusinessInvestingEducation

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Artwork for The Meaningful Money Personal Finance Podcast

Latest Episodes

This week, we have questions about planning property purchases together as a soon-to-be-married couple, investing an inheritance, balancing an age gap between spouses and much more besides!

Shownotes: meaningfulmoney.tv/QA27

00:52  Quest... more

Some great questions this week about planning for the loss of the personal allowance, investing in GIAs, persuading an aunt to write a will, and much more besides!

Shownotes: meaningfulmoney.tv/QA26 

01:11  Question 1

Dear Roger and ... more

It’s another packed and mixed bag of questions here on Meaningful Money. Today we deal with Seafarer’s pension contributions, tax-free cash on DB pension schemes and annual allowance calculations. Plus we give some thought to the evolution of the sho... more

This week, Pete is rested after his holiday and may even be more tanned than Roger, for once! We answer a mixed bag of questions ranging from financial planning if you’re on benefits to tax-free cash recycling and lots besides!

Shownotes: https://... more

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Recent Guests

Lee Jackson
Dance school operator from Cornwall, affected by the McClure Solicitors scandal.
Episode: Family Protection Trusts and the McClure Solicitors Scandal with Lee Jackson
Dr. Daniel Crosby
Chief Behavioral Officer at Orion Advisor Solutions and author specializing in behavioral finance.
Orion Advisor Solutions
Episode: The Soul of Wealth with Dr Daniel Crosby
Rob Dix
Co-host of The Property Podcast and author
The Property Podcast
Episode: Seven Myths About Money, with Rob Dix
Beth Reeves
Compliance manager at CheckMyFile
CheckMyFile
Episode: Helpful Basics: Credit Files and Credit Scores explained
Alastair Ford
Financial coach with a background in management consulting and IT.
Octopus Money Coach
Episode: Bridging the Advice Gap, with Alastair Ford
Dave Algeo
Midlife health coach who helps professionals reshape their health and well-being
Midlife Reshape Podcast
Episode: Health, Wealth and Happiness with Dave Algeo
Chris Budd
Financial planner and author focused on financial well-being
Institute for Financial Well-being
Episode: The Four Cornerstones of Financial Wellbeing, with Chris Budd
JL Collins
Author of 'The Simple Path to Wealth' and 'Pathfinders'
Episode: Pathfinders, with JL Collins

Hosts

Pete Matthew
Host of a personal finance podcast specializing in making complex financial concepts accessible and actionable for everyday listeners.
Roger Weeks
Co-host known for providing clarity and insight into personal finance topics along with engaging discussions with Pete Matthew.

Reviews

4.9 out of 5 stars from 2.2k ratings
  • Amazed

    I love this

    Apple Podcasts
    5
    He who wears knickers
    United Kingdom2 months ago
  • Awesome common sense for success

    As a UK citizen in Asia, I’ve been listening to Pete and Roger share their financial wisdom on the Meaningful Money podcast for several years.

    When it comes to finances, you need to be able to trust your source of information and there’s so much out there that it can be tricky to know who to rely on. Thankfully first Pete, then Roge, came to the rescue - refreshingly easy to listen to complete common sense delivered in Yorkshire tones and a Cornish lilt!

    Looking back to around 2019/2020 I reali... more

    Apple Podcasts
    5
    Freen12345
    United Kingdom4 months ago
  • Prudence!

    Podcast Addict
    5
    yato
    5 months ago
  • Thank goodness for Pete and Roger!

    In economic times like these when no one knows just what’s going on, we need clear minded and rational advice and this is exactly what you get on this podcast. No scaremongering; no emotional ploys, just two experts who can rise above the noise and keep you on the straight and narrow! Their advice is backed by interesting statistics and research and explained in such an easy and enjoyable manner. I have learnt a lot from this podcast and it’s given me a great sense of control over my personal fi... more

    Apple Podcasts
    5
    Lenspuppy
    United Kingdom5 months ago
  • Sound advice

    Brilliant to listen

    Apple Podcasts
    5
    M Coops
    United Kingdom5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners commend the engaging format, noting the combination of expert insights with relatable discussions that make complex topics accessible.
Many highlight the show's ability to transform their outlook on personal finance, resulting in improved confidence and financial management.
Overall, feedback is overwhelmingly positive, emphasizing the show's informative nature and approachable style.
The availability of a wealth of back-catalogue episodes is frequently mentioned as a valuable resource for ongoing education.
Listeners appreciate the practical financial advice and straightforward explanations provided by the hosts.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Listener Questions - Episode 26
Q: Shall I just accept the tax bill and increase my lifestyle today?
Mark should consider enjoying his lifestyle without over-contributing to his pension to avoid heavy taxation, especially as he is already saving sufficiently for the future.
Listener Questions - Episode 26
Q: How can we persuade an aged aunt that she needs to write a will?
Pete and Roger emphasize that the aunt must understand the legal consequences of not having a will, highlighting that proper guidance is crucial to ease her fears about the process.
Listener Questions - Episode 26
Q: What is the best strategy for a higher rate taxpayer to build wealth in a taxable GIA?
The hosts suggest minimizing immediate tax by focusing on growth investments rather than income-generating stocks, as they would incur higher taxes.
Listener Questions - Episode 26
Q: If I have roughly 80K in mortgage and I have the ability to clear it, should I invest that 80K in VCT?
Fred considers the emotional impact of being mortgage free, despite the numerical benefits of investing, indicating that clearing the mortgage may provide more flexibility in life choices.
Listener Questions - Episode 25
Q: Can I still top up my pension if I start withdrawing from it?
Yes, as long as you meet the annual contribution limits, you can continue to contribute even while making withdrawals.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The content focuses on personal finance, providing insights and practical advice for listeners looking to improve their financial knowledge and management. Key themes include investment strategies, retirement planning, tax implications, and insurance discussions presented in a straightforward, approachable manner. The hosts frequently address listener questions, making the information relatable and applicable to everyday financial situations. Unique to this offering is the structured approach, delivering both substantial knowledge and actionable steps in each episode, appealing to individuals who may find financial topics overwhelming.

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. The Money To The Masses Podcast
2. This is Money Podcast
3. Many Happy Returns
4. Making Money
5. AJ Bell Money & Markets

How many episodes of this podcast are there?

this podcast launched 13 years ago and published 588 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 this podcast?

Recent guests on this podcast include:

1. Lee Jackson
2. Dr. Daniel Crosby
3. Rob Dix
4. Beth Reeves
5. Alastair Ford
6. Dave Algeo
7. Chris Budd
8. JL Collins

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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