The Meaningful Money Personal Finance Podcast

The Meaningful Money Personal Finance Podcast

Author: Pete Matthew Language: English Episodes: 100
Money doesn't have to be a source of stress or confusion. On The Meaningful Money Personal Finance Podcast, host Pete Matthew cuts through the industry jargon to talk about your financial life in clear, practical terms. This isn't about get-rich-quick schemes; it's about building lasting security and understanding. Pete tackles the topics many find intimidating-like investing for the future, navigating pensions, choosing the right insurance, or finding trustworthy financial advice-and breaks them down into manageable concepts. What makes this podcast particularly useful is its consistent structure. Every episode is thoughtfully divided into two parts: first, laying out the essential knowledge you need to understand a topic, and then providing the concrete, actionable steps you can take to apply that knowledge directly to your own situation. You'll come away from each conversation not just informed, but equipped with a clear direction. Whether you're just starting to organize your finances or looking to refine a long-term plan, Pete Matthew offers a steady, educational voice in the often noisy world of personal finance. Tune in for straightforward guidance that translates complex ideas into your everyday language, helping you build confidence and take control of your money journey.
Episodes
QA43 - Listener Questions, Episode 43 [not-audio_url] [/not-audio_url]

Duration: 32:22
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 u…
QA42 - Listener Questions, Episode 42 [not-audio_url] [/not-audio_url]

Duration: 31:23
Pete Matthew and Roger Weeks cover self-employed saving rates, inheritance tax and estate planning, and how dividends are treated inside pension drawdown (including SIPPs). They also discuss salary sacrifice and contribu…
QA41 - Listener Questions, Episode 41 [not-audio_url] [/not-audio_url]

Duration: 41:21
In this Meaningful Money Q&A, Pete Matthew and Roger Weeks answer listener questions on UK personal finance, focusing on pensions, tax, and planning ahead. Topics include SIPP vs Lifetime ISA, retirement drawdown and whi…
No Bullsh*t Money with Andy Hart [not-audio_url] [/not-audio_url]

Duration: 34:57
Pete is joined by Andy Hart to cut through the noise and talk about Andy's new book No Bullsh*t Money Advice, sharing straight-talking, practical personal finance insights for UK savers and investors. Shownotes: https://…
QA40 - Listener Questions, Episode 40 [not-audio_url] [/not-audio_url]

Duration: 36:30
In this episode we answer listener questions covering emergency funds for higher and additional rate taxpayers, and inheritance tax considerations around beneficiary SIPPs. We also discuss whether couples should rebalanc…
How to Spot a Good or Bad Financial Adviser [not-audio_url] [/not-audio_url]

Duration: 49:06
Pete and Roger reveal how to spot a good financial adviser from a bad one. Learn the red and green flags—from transparent fees to pressure tactics—and the key questions to ask before committing. Essential listening for a…
QA39 Listener Questions, Episode 39 [not-audio_url] [/not-audio_url]

Duration: 36:12
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 cont…
Becoming A Financial Adviser - Part Two: The SOFT Stuff [not-audio_url] [/not-audio_url]

Duration: 55:32
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:…
How To Become A Financial Adviser, Part 1 [not-audio_url] [/not-audio_url]

Duration: 50:37
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…
Listener Questions, Episode 38 [not-audio_url] [/not-audio_url]

Duration: 45:32
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: https://meaningfulmoney.tv/QA38 01:59 Question 1 Hi Roger an…