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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

PublishesWeeklyEpisodes591Founded13 years ago
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BusinessInvestingEducation

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Artwork for The Meaningful Money Personal Finance Podcast

Latest Episodes

Pete and Roger answer six listener questions covering Coast FIRE strategies with GIAs, US 401(k) tax implications in the UK, record keeping for IHT-exempt gifts, Australian pension taxation for UK residents, pension contributions to avoid the £100k t... more

This week we finish off our two-parter on how to become a financial adviser. In this session, we cover the 'softer' part of the job, the human side which is arguably MUCH more important than the hard numbers…

Shownotes: meaningfulmoney.tv/... more

This week, Roger and I discuss the answer to a frequently-asked question - how does one become a financial adviser? Clearly Roger and I make it look like a sexy profession, but as you can imagine, we have lots to say on the subject…

Shownotes: htt... more

YouTube

It's another Meaningful Money Q&A, taking in the £100k tax trap, splitting pensions on divorce, safely switching investment platforms and much more!

Shownotes: meaningfulmoney.tv/QA38

01:59 Question 1

Hi Roger and Pete,

Long time lis... more

Key Facts

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Number of Listeners
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Recent Guests

Dan Haylett
Financial planner, podcaster, and author
Humans vs Retirement
Episode: The Retirement You Didn't See Coming, with Dan Haylett
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

Host

Pete Matthew
Host of the podcast, known for his approachable style and practical financial advice on a range of topics.

Reviews

4.9 out of 5 stars from 2.3k ratings
  • If you want to save for the future, listen to this.

    Pete and Roger explain finances in a simple and comfortable manner. Check out the extensive back catalogue as this is a library of investing advice on specific topics.

    Apple Podcasts
    5
    Kitbag73
    United Kingdoma month ago
  • One of the best UK finance podcasts

    I wish I’d come across Pete Matthew’s podcast years ago. But it’s never too late and has been incredibly useful for me, nevertheless. The great thing is that it has something for everyone, regardless of their life stage, so I’ve received great advice I could pass on to my 30 something son as well. Pete breaks things into what you need to KNOW and need to DO, so it build your understanding before you take action.

    Pete’s been joined by the lovely Roger Weeks in recent times and Rog just adds a w... more

    Apple Podcasts
    5
    colin_thames
    United Kingdoma month ago
  • Clarity = Understanding

    If your objective is to understand what is happening with your money and how you could better plan your future, then this Podcast series is absolutely for you.

    Clear, simple and engaging. This series is worth every second of your time.

    Apple Podcasts
    5
    GzrD
    United Kingdom4 months ago
  • Professional, educational & entertaining

    The best finance-related podcast I’ve found. Full of helpful, practical information, well-produced, and well-pitched for the average listener - entertaining without being patronising. Only wish I’d found it ten years ago! Highly recommended.

    Apple Podcasts
    5
    Ray Spud
    United Kingdom5 months ago
  • Amazed

    I love this

    Apple Podcasts
    5
    He who wears knickers
    United Kingdom7 months ago

Listeners Say

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

Listeners appreciate the clear, simple explanations of complex financial subjects, indicating the content is both educational and practical.
Several reviews emphasize the community aspect of the podcast, with interactive listener Q&A segments that foster engagement and personalized advice.
The podcast is noted for its engaging hosts and conversational style that make personal finance relatable and enjoyable.
People have remarked on the effectiveness of the advice provided, highlighting positive changes in their financial confidence and planning as a result of listening.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

QA39 Listener Questions, Episode 39
Q: Am I on the right track for tax efficiency and sensible financial planning with my great aunt's portfolio?
Yes, you're in the right direction for tax efficiency but should consider whether simplifying to less exposure is the best financial planning.
QA39 Listener Questions, Episode 39
Q: How do I calculate the amount I need to pay into my pension to take my bonus payment out of my taxable income?
You need to contribute based on the gross amount you want to remove from your taxable income, not the net amount you receive after taxes and NI.
QA39 Listener Questions, Episode 39
Q: Will the UK government apply a tax on Australian pension payments once I am a UK resident?
Yes, as a UK resident, you'll be taxed on all your worldwide income including pension payments from Australia.
QA39 Listener Questions, Episode 39
Q: What record keeping is needed for gifting money to children?
Keeping letters stating the intention to give gifts, as well as annualized income and expenditure spreadsheets is beneficial, along with relevant tax forms.
QA39 Listener Questions, Episode 39
Q: Can you explain how best to use the GIA alongside an ISA when working towards FIRE?
The GIA can be used to invest the excess cash alongside ISAs, which offers tax benefits. It's crucial to invest in similar funds in both accounts to ensure growth.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About This Podcast

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

Topics covered include a wide range of personal finance issues such as retirement planning, investment strategies, tax implications, and the nuances of pension management. The hosts emphasize actionable advice and encourage a personalized approach to financial decisions, ensuring listeners feel informed and empowered. Unique elements include engaging Q&A sessions driven by listener inquiries and lively discussions that make complex topics relatable. The conversational style enhances accessibility, making it appealing for anyone from novice investors to those looking to optimize their existing financial strategies.

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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 591 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. Dan Haylett
2. Lee Jackson
3. Dr. Daniel Crosby
4. Rob Dix
5. Beth Reeves
6. Alastair Ford
7. Dave Algeo
8. Chris Budd

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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