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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
Number of ListenersCategories
InvestingEducationBusiness

Listen to this Podcast

Artwork for The Meaningful Money Personal Finance Podcast

Latest Episodes

In this episode of the MeaningfulMoney Q&A, Pete and Roger answer six listener questions covering a wide range of personal finance topics. We tackle a tricky inheritance tax situation involving a property bought in children's names, look at pension a... more

From April 2027, many unused pension funds are set to be brought into the IHT net, changing how pensions work for legacy planning. Pete and Roger explain what's changing, what still remains exempt, where "double tax" can arise, and the practical step... more

In this Meaningful Money Q&A episode, Pete Matthew and Roger Weeks answer six listener questions on UK personal finance, pensions and investing. We cover inheritance tax (IHT) and who actually pays it, a defined benefit pension "state pension deducti... more

If you're a UK beginner and you're not sure where to start investing in 2026, Pete and Roger talk you through a calm, step-by-step investing order to follow. They cover when to build a buffer, tackle expensive debt and use employer pension matching, ... more

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Andy Hart
Financial services lifer, regulated financial advisor, founder of Maven Advisor and head of Humans Under Management
Maven Advisor; Humans Under Management
Episode: No Bullsh*t Money with Andy Hart
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

Hosts

Pete Matthew
Host of The Meaningful Money Personal Finance Podcast
Roger Weeks
Co-host providing financial commentary

Reviews

4.9 out of 5 stars from 2.3k ratings
  • Why didn’t they mention restricted vs independent advisors?

    This is a good podcast with helpful info but surely for the episode on ‘How to spot a good or bad financial advisor’ one of the most obvious points should be ‘is their advice independent or restricted?’ I’m really surprised they didn’t mention this and wonder why they didn’t…?

    Apple Podcasts
    4
    Jane_London
    United Kingdoma month ago
  • 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 Kingdom3 months 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 Kingdom3 months 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 Kingdom6 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 Kingdom7 months ago

Listeners Say

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

- The show is praised for helping everyday people feel more confident about money and retirement planning.
- Listeners appreciate the approachable, non-patronising style and banter between hosts.
- Positive reception for clear, practical financial guidance and back catalogue resources.
- Some criticism around depth on certain topics or occasional rambling in episodes.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

QA45 - Listener Questions, Episode 45
Q: Question six, Sarah.
Sarah asks about income protection insurance, specifically about long deferment periods and how to combine employer-provided cover with private policies to achieve higher overall income protection without overlaps.
QA45 - Listener Questions, Episode 45
Q: Question five, Fran.
Fran asks about transitioning a retirement portfolio from 100% equity to a mixed asset allocation as retirement approaches, and what timing strategy (linear vs. curve) is best given uncertainty about markets.
QA45 - Listener Questions, Episode 45
Q: Question four, Michelle.
Michelle asks about lifetime ISAs for her son who may buy a property in London, whether a lifetime ISA cap of 450,000 pounds applies, and if backfilling contributions is possible if he later buys under that threshold.
QA45 - Listener Questions, Episode 45
Q: Question three, Josie.
Josie seeks validation on balancing a passion (horse ownership) with prudent budgeting, including how to manage spending versus long-term saving and how to handle potential relationship dynamics around money.
QA44 - Listener Questions, Episode 44
Q: I have a question regarding inheritance tax and what happens if beneficiaries are unable to afford to pay it.
The estate is responsible for paying the inheritance tax before distribution to beneficiaries, so you as a beneficiary generally do not pay the tax out of your own pocket; if liquidity is an issue, options like executor loans or grants on credit can be used to fund the tax, with the loan repaid from the estate later.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About This Podcast

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

A practical, beginner-friendly personal finance show that breaks topics into two parts: what you need to know and what you should do next. Episodes consistently cover investing, pensions, insurance, and straightforward money management with actionable guidance, clear explanations, and real-world examples. The hosts keep a steady, approachable tone, often balancing rigorous financial concepts with relatable banter, which tends to attract listeners seeking practical, low-friction steps to improve their financial situation. A standout aspect is the emphasis on long-term planning and simple frameworks (such as cash flow ladders and tax-efficient strategies) that listeners can apply regardless of starting point. This makes it particularly useful... more

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

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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