Your Money & Your Mind - Adam Cockerham
In this episode of the Meaningful Money Podcast, Pete Matthew talks to Chartered financial planner Adam Cockerham about his debut book, Your Money and Your Mind, and the powerful link between our mindset and our money. Adam explains why our financial decisions are shaped far more by how we interpre…
QA57 - Listener Questions, Episode 57
In this UK personal finance Q&A, Pete Matthew and Roger Weeks answer listener questions on offshore investment bonds, GIA tax, pensions, retirement drawdown and building financial stability in your twenties. They explain how UK tax can apply to dividends, capital gains, offshore bond withdrawals, t…
QA58 - Listener Questions, Episode 58
In this Meaningful Money Q&A (Episode 58), Pete Matthew and Roger Weeks answer six real listener questions on the money decisions facing UK savers and investors. We cover paying off your mortgage versus investing, gifting surplus income to manage care fees and inheritance tax, and how to buy capita…
The Meaningful Money Retirement Guide Audiobook by Pete Matthew
Listen to full audiobook for free : https://litupbook.com/free Title: The Meaningful Money Retirement GuideSubtitle: Everything You Need to Know and Do for a Secure and Happy RetirementCategories: Finance, Investing, Personal FinanceAuthor: Pete MatthewNarrator: Pete MatthewPublisher: Harriman Hous…
The Meaningful Money Handbook Audiobook by Pete Matthew
Listen to full audiobook for free : https://litupbook.com/free Title: The Meaningful Money HandbookSubtitle: Everything You Need to Know and Everything You Need to Do to Secure Your Financial FutureCategories: Finance, Investing, Personal FinanceAuthor: Pete MatthewNarrator: Pete MatthewPublisher: …
Exit Strategy: Planning for retirement from private practice
In this episode, we’re looking to the future and exploring how to best plan for retirement when you run a private practice, and answer the most common financial questions self-employed people might have.
To break down this topic, our host Lisa is joined by Pete Matthew. Pete is a financial planne…
QA59 - Listener Questions, Episode 59
In this Meaningful Money Q&A episode, Pete Matthew and Roger Weeks answer listener questions on planning for mini-retirements, changing career into financial planning, accessing pensions with a guaranteed annuity rate, and whether to take tax-free cash from a defined benefit pension. They also disc…
QA60 - Listener Questions, Episode 60
In this Meaningful Money Q&A episode, Pete Matthew and Roger Weeks answer listener questions on UK pensions, retirement planning and tax-efficient investing. They discuss the upcoming inheritance tax changes for pension pots, whether deferring the State Pension can help with care-fee planning, and …
Too Expensive? Whole of Life Insurance explored
Is whole of life insurance too expensive, or can it be a valuable part of financial and inheritance tax planning in the UK? Pete Matthew is joined by Justin Harper, Chief Marketing Officer at LifeSearch, to explain how whole of life cover differs from term life insurance, how premiums are calculate…
QA61 - Listener Questions, Episode 61
In this Meaningful Money Q&A, Pete Matthew and Roger Weeks answer six listener questions on the UK money decisions that trip people up. We look at the best place to hold an emergency fund (cash ISA, Premium Bonds or stocks and shares ISA), how the £10,000 Money Purchase Annual Allowance works if yo…
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‐ Benjamin "Llamacorn" Franklin
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