The Meaningful Money Podcast – Making Sense Of Mon

A key part of Meaningful Academy: Build Wealth is access to Voyant GO, the best financial planning app in the world. In today's show I want to give you a tiny snapshot of what it can do… ? Click here to find out more about Meaningful Academy – Launch prices ends midnight Friday 15th May Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Meaningful Academy MeaningfulMoney YouTube channel My book, The MeaningfulMoney Handbook is here on this page *Some of these links are Amazon Affiliate links – if you click them and buy, MeaningfulMoney will get a small commission, but you won't pay any more Social Media links below! The post Meaningful Academy: A taste of Voyant GO appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

Today is an exciting day because I’m launching my flagship course on Meaningful Academy, the one that many of you have been waiting for. It's called Build Wealth, and it's ready RIGHT NOW! Click here to find out more about Meaningful Academy Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Meaningful Academy MeaningfulMoney YouTube channel My book, The MeaningfulMoney Handbook is here on this page *Some of these links are Amazon Affiliate links – if you click them and buy, MeaningfulMoney will get a small commission, but you won't pay any more Social Media links below! The post Meaningful Academy: Build Wealth is LIVE! appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

I had a question in the MeaningfulMoney Facebook group the other day, from Tom, who asks about staying the course in challenging investment markets, now that they're actually upon us… < Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Video: Risk Flex Risk Profiler: Standard Life/Oxford Risk Behavioural finance app: Beam – Self Awareness Meaningful Academy MeaningfulMoney YouTube channel My book, The MeaningfulMoney Handbook is here on this page *Some of these links are Amazon Affiliate links – if you click them and buy, MeaningfulMoney will get a small commission, but you won't pay any more Social Media links below! The post Theory vs Practice appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

A few people have asked about the NEST pension scheme in the MM Facebook Group recently, and so I thought I’d try and put together a five-minute guide to the default workplace pension that many of you will have. ? Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Video: My earlier conversation with Spike Keizer Meaningful Academy MeaningfulMoney YouTube channel My book, The MeaningfulMoney Handbook is here on this page *Some of these links are Amazon Affiliate links – if you click them and buy, MeaningfulMoney will get a small commission, but you won't pay any more Social Media links below! The post NEST Pension Explained appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

As I record this, There are almost 3,500 people in the MeaningfulMoney Facebook group asking questions. I get tons of emails every week and there are social media comments, podcast reviews and lots of other ways for people to get in touch me here. I’ve noticed a trend in the comments and questions I get of using absolutes when they shouldn't, and it has to STOP! Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Meaningful Academy MeaningfulMoney YouTube channel My book, The MeaningfulMoney Handbook is here on this page *Some of these links are Amazon Affiliate links – if you click them and buy, MeaningfulMoney will get a small commission, but you won't pay any more Social Media links below! The post Should? Best? Right? = PARALYSIS! appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

Spike Keizer approached me about something he found out about the default NEST pension fund. It could have huge consequences for you if you're under age 27 and investing in the NEST pension. Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Spike's YouTube Channel Spike on Twitter Spike on Insta Spike's interview on Radio 4's Moneybox (skip to 15:10) Meaningful Academy MeaningfulMoney YouTube channel My book, The MeaningfulMoney Handbook is here on this page *Some of these links are Amazon Affiliate links – if you click them and buy, MeaningfulMoney will get a small commission, but you won't pay any more Social Media links below! The post Under age 27? You need to change your NEST Pension appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

As I record this on February 28th 2020, world stock markets are down, quite a bit and predictably, that’s making for some juicy headlines and associated investor nervousness. But what about you? Are ya worried? ARE YA? Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Podcast: How To Choose A Multi-Asset Fund Meaningful Academy MeaningfulMoney YouTube channel My book, The MeaningfulMoney Handbook is here on this page *Some of these links are Amazon Affiliate links – if you click them and buy, MeaningfulMoney will get a small commission, but you won't pay any more Social Media links below! The post Hold Your Nerve! Riding out volatile stock markets appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

I’ve had a few people recently ask about starting a pension. Now for many this will seem very basic, but clearly there’s a need for a simple, straightforward video on setting up a pension for the first time Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Podcast: How To Choose A Multi-Asset Fund Meaningful Academy MeaningfulMoney YouTube channel My book, The MeaningfulMoney Handbook is here on this page *Some of these links are Amazon Affiliate links – if you click them and buy, MeaningfulMoney will get a small commission, but you won't pay any more Social Media links below! The post How To Set Up A Pension appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

This week is a big deal for many wealth-builders because it marks the official release of a pension plan by Vanguard, the darling of the FIRE movement. I want to go over the basic specs of the plan, and provide a little bit of balance… Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Vanguard Investor Meaningful Academy MeaningfulMoney YouTube channel My book, The MeaningfulMoney Handbook is here on this page *Some of these links are Amazon Affiliate links – if you click them and buy, MeaningfulMoney will get a small commission, but you won't pay any more Social Media links below! The post My thoughts on the Vanguard SIPP appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

Last week we went over the basic rules of Capital Gains Tax and how it works. Like any set of rules, there are planning angle you can consider in order to minimise your exposure to this tax. Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Office of the Public Guardian Meaningful Academy MeaningfulMoney YouTube channel My book, The MeaningfulMoney Handbook is here on this page *Some of these links are Amazon Affiliate links – if you click them and buy, MeaningfulMoney will get a small commission, but you won't pay any more Social Media links below! The post Capital Gains Tax Planning appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

If you’re preparing to take over control of your elderly relative’s finances it can seem properly daunting. So let’s look at some things which you and your parents together can do to make the transition easier. Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Office of the Public Guardian Meaningful Academy MeaningfulMoney YouTube channel My book, The MeaningfulMoney Handbook is here on this page *Some of these links are Amazon Affiliate links – if you click them and buy, MeaningfulMoney will get a small commission, but you won't pay any more Social Media links below! The post Capital Gains Tax (Updated for 2020) appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

If you’re preparing to take over control of your elderly relative’s finances it can seem properly daunting. So let’s look at some things which you and your parents together can do to make the transition easier. Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Office of the Public Guardian Meaningful Academy MeaningfulMoney YouTube channel My book, The MeaningfulMoney Handbook is here on this page *Some of these links are Amazon Affiliate links – if you click them and buy, MeaningfulMoney will get a small commission, but you won't pay any more Social Media links below! The post Preparing to take control under power of attorney appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

A power of attorney is an important part of pretty much everybody’s financial planning, or should be. But it’s especially the case for elderly parents and yet, it’s not an easy conversation to have… Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Office of the Public Guardian Meaningful Academy MeaningfulMoney YouTube channel My book, The MeaningfulMoney Handbook is here on this page *Some of these links are Amazon Affiliate links – if you click them and buy, MeaningfulMoney will get a small commission, but you won't pay any more Social Media links below! The post Lasting Powers Of Attorney appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

Today I want to start a short series here on Five Minute Friday dealing with some things to consider and to be aware of when helping older family members with their finances. ? Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Meaningful Academy MeaningfulMoney YouTube channel My book, The MeaningfulMoney Handbook is here on this page *Some of these links are Amazon Affiliate links – if you click them and buy, MeaningfulMoney will get a small commission, but you won't pay any more Social Media links below! The post Helping Elderly Relatives With Their Finances appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

This New Year 2020 I get to fulfil one of my goals from 2019, and today I’d like to tell you about it! Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Meaningful Academy MeaningfulMoney YouTube channel My book, MeaningfulMoney Handbook is here on this page Social Media links below! The post Meaningful Academy Financial Foundations is GO! appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

Over the past couple of weeks, we’ve taken a look at how income tax and National insurance work. For those of us who are building wealth, the logical next step is how to save money on those taxes using some useful reliefs. Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: Gov.uk website MeaningfulMoney YouTube channel My book, MeaningfulMoney Handbook is here on this page Social Media links below! The post Tax Relief and Salary Sacrifice – 5MF060 appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

Income Tax is a part of all our lives, but how does it really work? It's important to know how income tax works, so that we can understand ways to pay a bit less of it… Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: MeaningfulMoney YouTube channel My book, MeaningfulMoney Handbook is here on this page Social Media links below! The post How Income Tax Works, Part One – 5MF058 appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

Listener Chris called me out on a comment I made in a recent episode of the podcast, talking about long term returns of stock markets. Turns out that income reinvestment REALLY matters, and that it's important to take a long term view. ? Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: MeaningfulMoney YouTube channel My book, MeaningfulMoney Handbook is here on this page Social Media links below! The post The importance of PERSPECTIVE (and reinvesting income) – 5MF057 appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

Listener John asks what I would do if I came into a serious – and I mean SERIOUS – sum of money. Hmmm…. Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: MeaningfulMoney YouTube channel My book, MeaningfulMoney Handbook is here on this page Social Media links below! The post What would I do with a MAJOR sum of money? – 5MF054 appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

I've had several guests on the show recently who all have different views on how you should invest your money. So am I sending mixed messages, or what? Let me explain… Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download Resources Here are the links you need: MeaningfulMoney YouTube channel My book, MeaningfulMoney Handbook is here on this page Social Media links below! The post There is NO perfect way to invest! – 5MF053 appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.