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
QA39 Listener Questions, Episode 39 [not-audio_url] [/not-audio_url]

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Listener Questions, Episode 38 [not-audio_url] [/not-audio_url]

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Listener Questions, Episode 37 [not-audio_url] [/not-audio_url]

Duration: 44:58
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Listener Questions, Episode 36 [not-audio_url] [/not-audio_url]

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Listener Questions Episode 35 [not-audio_url] [/not-audio_url]

Duration: 44:18
It's episode 600 of the podcast, not that we're doing much to mark that milestone! We have some excellent questions today, taking in retirement planning, getting a mortgage if you have a new business and how flexible ISA…
Listener Questions Episode 34 [not-audio_url] [/not-audio_url]

Duration: 37:32
We're getting into the groove of doing video podcasts now, and today we have another mixed bag of questions. They include the tax implications of moving abroad, whether to start a pension in your 60's, whether it's possi…