The Meaningful Money Retirement Guide - Launch episode!

The Meaningful Money Retirement Guide - Launch episode!

Author: Pete Matthew May 7, 2025 Duration: 44:40

Join Roger as he interviews Pete to celebrate the launch of The Meaningful Money Retirement Guide, asking the questions you want answered!

Order The Meaningful Money Retirement Guide: https://meaningfulmoney.tv/meaningful-money-retirement-guide/

Shownotes: https://meaningfulmoney.tv/session574 

02:10  Congrats on the new book, Pete - how was it writing this one, compared with the first?

05:39  Why write this book NOW?

07:10  What isn't in the book that you wish you'd included? Or probably more difficult to answer, is there something that (having completed the audiobook after writing) that you felt it didn't need?

10:00  How difficult did you find setting out concepts without going too in depth to potentially "lose people" or too simple to make the book not interesting enough?

13:07  How different do you find it writing "evergreen" content in your books vs more topical content for YouTube, and to a lesser degree for the podcast?

16:20  After reading the New retirement book, will it provide knowledge to go alone in retirement without seeking expensive financial advice?

20:05  Does the book help with a 'soft' retirement or is it just for those that want to completely stop work on a particular date?

25:00  What will the book offer the reader that I can't get elsewhere? Is it worth paying for the Academy if I read the book?

28:38  What's the best thing you would tell your 20yo self?

31:03  Would you lobby government to have PROPER financial teaching delivered to kids in school? How would you package your knowledge for teenagers?

33:22  Pete talks about a new podcast - Bank of Dad - which daughter Kate will host.

35:25  A few people asked: What are Pete's plans for retirement? Did 'die with zero' change them?

38:00  Pete talks about Dave Ramsey and how he brought in different personalities.

41:35  Pete talks about practicing what he preaches.

 


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
Can you oversimplify your pensions? Part 2 [not-audio_url] [/not-audio_url]

Duration: 32:57
Part 2 of our UK pensions series, this episode covers everything you need to DO if you want to simplify your pensions without making expensive mistakes. You'll learn how to take stock of every pot, spot safeguarded benef…
Can you oversimplify your pensions? Part 1 [not-audio_url] [/not-audio_url]

Duration: 52:24
In this episode (Part 1 of 2), Pete and Roger unpack the big question: should you consolidate your pensions and investments, or can you oversimplify and accidentally make things worse? We break down what pension consolid…
QA50 - Listener Questions, Episode 50 [not-audio_url] [/not-audio_url]

Duration: 40:59
In this UK personal finance Q&A episode, Pete Matthew and Roger Weeks answer six listener questions covering pensions, retirement planning, investing, and mortgages. You will hear practical guidance on topics like using…
QA49 - Listener Questions, Episode 49 [not-audio_url] [/not-audio_url]

Duration: 39:07
In this episode of the Meaningful Money Podcast Q&A, Pete Matthew and Roger Weeks answer six real listener questions on UK personal finance - from inheriting a SIPP (and the under-75 vs over-75 rules), to how inheritance…
QA48 - Listener Questions, Episode 48 [not-audio_url] [/not-audio_url]

Duration: 32:54
It's another Q&A show where Roger and Pete answer YOUR questions about such mighty subjects as bridging the gap from retirement to state pension, CGT for non-taxpayers and much more besides! Shownotes: https://meaningful…
QA47 - Listener Questions, Episode 47 [not-audio_url] [/not-audio_url]

Duration: 42:02
Time for another Q&A episode where Roger & Pete answer questions on retirement planning, passing assets to children. SIPP vs ISA and much more! Shownotes: https://meaningfulmoney.tv/QA47 01:42 Question 1 Hi Pete, Roger,…
QA46 - Listener Questions, Episode 46 [not-audio_url] [/not-audio_url]

Duration: 45:20
In this Meaningful Money Q&A episode (QA46), Pete Matthew and Roger Weeks answer six listener questions on the financial decisions many UK households are wrestling with right now. We cover bridging the gap to the State P…
QA45 - Listener Questions, Episode 45 [not-audio_url] [/not-audio_url]

Duration: 44:02
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 child…
Planning for Pensions and IHT [not-audio_url] [/not-audio_url]

Duration: 33:14
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…
QA44 - Listener Questions, Episode 44 [not-audio_url] [/not-audio_url]

Duration: 39:27
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…