Real Stories: Equity Release

Real Stories: Equity Release

Author: Pete Matthew December 20, 2023 Duration: 51:25

Today we're going to talk about Equity Release, and contentious subject for some but a useful tool in financial planning for older folks who are asset-rich, but cash-poor. We'll recount a couple of real stories from our own experience as advisers and then go over what you need to know and do about using Equity Release for your own financial planning or for your older family members, perhaps.

 

Shownotes: https://meaningfulmoney.tv/RS9 


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.
Author: Language: English Episodes: 100

The Meaningful Money Personal Finance Podcast
Podcast Episodes
Big Ideas: Planning Over Products [not-audio_url] [/not-audio_url]

Duration: 46:28
Planning is - or should be - the framework for all financial decisions, but it is misunderstood by many. Hopefully this episode will explain a little about what planning is, how it works and how to go about it. Shownotes…
Big Ideas: Prioritising Today [not-audio_url] [/not-audio_url]

Duration: 29:48
Today we're going to be talking about the importance of prioritising today in your finances. That might sound counterintuitive to some, but we'll put some nuance on it and try and give you some practical things you can d…
Big Ideas: Behaviour is EVERYTHING [not-audio_url] [/not-audio_url]

Duration: 39:17
Today we're talking about Behaviour and why really, it's ALL about that when it comes to being financially successful. Show notes: https://meaningfulmoney.tv/BI5
Big Ideas: Looking After No. 1 [not-audio_url] [/not-audio_url]

Duration: 38:15
We're continuing our Big Ideas season, talking about the overarching concepts that govern our understanding of money and how to use it. Today's subject is: Looking after Number 1. Shownotes: https://meaningfulmoney.tv/BI…
Big Ideas - Simplicity [not-audio_url] [/not-audio_url]

Duration: 31:08
This week's Big Idea is Simplicity - it's so important to keep your finances as simple as possible for the reasons that we'll cover today! Shownotes: https://meaningfulmoney.tv/BI3
Big Ideas: Compounding [not-audio_url] [/not-audio_url]

Duration: 32:49
Today we're going to look at arguably the biggest of big ideas - the magic of compounding. Einstein said: "Compound interest is the eight wonder of the world. He who understands it, earns it; he who doesn't pays it" - We…
Big Ideas: Businesses and Bricks [not-audio_url] [/not-audio_url]

Duration: 51:59
Today we kick off a new season which we're calling Big Ideas. The thinking is that we'll deal with some of the big, overarching principles of personal finance, and show you how to put them into practice. Shownotes: https…
Pathfinders, with JL Collins [not-audio_url] [/not-audio_url]

Duration: 36:19
The Simple Path to Wealth is the most distilled, purest book on wealth-building I've found and I still recommend it all the time. Now the author, JL Collins, has followed up with a new book called Pathfinders, which is f…
Real Stories: Financial Planning Priorities [not-audio_url] [/not-audio_url]

Duration: 39:41
Today, we're talking about Financial Planning Priorities and recounting some examples where we have made sure that people got things in the right order… Show Notes: https://meaningfulmoney.tv/RS10

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