The Meaningful Money Personal Finance Podcast

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This week, I am taking a short break from Season Four, and answering some listener questions which have come into the voicemail line over the past few weeks:   Podcast: Subscribe in iTunes | Play in new window | Download Sponsor Message This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk Listener Questions Answered My thanks to the faithful listeners who asked such great questions this week: Thanks to Tory, who asks about a local business crowdfunding and what she should bear in mind before investing Thanks to Lucy, who asks about the Lifetime Allowance and the different protections available. And thanks to Jesse, who is concerned about a coming market correction and wants to know how to reconcile this with my mantra of multi-asset investing. Resources mentioned in this show Podcast: Cashflow or Capital Gains, with Buck Joffrey Audible audiobooks - Click here Transcript And, as always, a full transcript is available by clicking the mahoosive blue button below: (Coming Soon) Merry Christmas! Thanks so much to all my listeners and viewers for making 2016 a record year for MeaningfulMoney. I couldn't carry on without your encouragement and support and the lovely emails you send so often - thank you! Share the love If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:
Here we are at session number 75 , and we’re going to be talking about direct investment platforms once again. I have covered platforms briefly way back in Session 11, and then in more depth, looking specifically at direct investment platforms in Session 37. Today I am speaking to Mark Polson from financial services consultancy the lang […]
It’s session 100 – woohoo! This week I have something a little bit different for you. It’s just a bit of fun, so if you came to this session for serious financial information, then I’m really sorry, you’ll have to wait till next week! Podcast: Subscribe in iTunes | Play in new window | Download […]
Before we reach retirement, it helps to have a vision of what it might look like. In this season we’re dealing with the things you need to think about as retirement looms over the horizon. It’s no longer a hazy, one-day possibility - it’s coming up fast, so we need to get serious about what we want it to look like, so we can be ready.
It’s session number 14 , and we’re going to be talking about choices at retirement. Last time we did an overview of pensions before retirement and concluded that they were basically just tax-efficient savings plans for the most part. We looked at the different types in summary, but I said that if you’re further than 10 […]
If you build a portfolio right at outset, it should – I believe – largely look after itself. But you should still keep an eye on it of course. In this week’s show I’m going to be covering the basics of how to review your portfolio as the years go by, to ensure it still […]
This week I’m pleased to welcome back Tom Baigrie of Lifesearch for a bit of a study into Income Protection which, while misunderstood and underused, is inarguably the most important personal insurance you can have.
Here we are at session number 89, and we’re going to be busting some common Inheritance Tax myths. These are comments, queries and misapprehensions that I hear all the time about Inheritance Tax planning. Hopefully I can address these and put them right, all in one place. Stay tuned… [smart_track_player url=”http://traffic.libsyn.com/meaningfulmoney/MMP089.mp3″] Podcast: Subscribe in iTunes | […]
Long-time listeners will know that I’m fascinated by the whole area of behavioural finance. Today I’m joined by previous guest Daniel Crosby who has written what might just be the definitive book on the subject written so far. Podcast: Subscribe in iTunes | Play in new window | Download The Behavioural Investor A couple of […]
Risk is a subject so inseparably attached to wealth building that I had to include it as one of my first principles. Trouble is, it’s a subject that I have dealt with at some length before, so how will I find something new to say? We’ll see… Podcast: Subscribe in iTunes | Play in new […]
It’s a brand spanking new season here on MeaningfulMoney; a season I’m calling the Pensions Masterclass. There’s an irony here because, strictly between you and me, I managed to get my chartered status without sitting a single advanced pensions exam! But I know enough to do what is needed here, which is to clear up […]
What does it really mean to pay yourself first? Prefer to listen, rather than watch? Click the player below… Podcast: Subscribe in iTunes | Play in new window | Download
We’re on the home straight on this New Accumulators season now, and we dealt last week with the massive subject of our behaviour around our money. Today I have something pretty special for you, or rather, someone pretty special… Podcast: Subscribe in iTunes | Play in new window | Download Watch the video of the […]
This week I welcome back friend of the show and previous guest, Chris Budd of Ovation Finance. Chris is going to help us find the reason for building wealth. After all, the idea is not just to get rich, but to enjoy that money one day.   Podcast: Subscribe in iTunes | Play in new window | Download Sponsor Message This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk Why bother building wealth? Multi-asset funds should, in my not-so-humble opinion, form the core of anyone's portfolio. They are a kind of fire-and-forget, off-the-shelf, done-for-you portfolio of assets, which will work for you over time. In this session, you'll discover: Chris' definition of what wealthy means Some of the different motivations he has come across in his career The questions Chris asks to help people discover and verbalise their objectives The issues that often hold people back The ways that Chris has helped people overcome these self-limiting beliefs The link between clarity of a vision and its likelihood of being realised Resources mentioned in this show Book: The Financial Wellbeing book - buy from Penny Brohn (more proceeds to the cause) Book: The Financial Wellbeing book - buy from Amazon (only if you have to!) Chris' Financial Planning practice: Ovation Finance Podcast: How to talk to your partner about money And of course, there's always a transcript of the show available by clicking the mahoosive blue button below: [Coming Soon]   Join the conversation I love to read and respond to your comments, so please do join in and share. Question: What is your definition of becoming wealthy? Let me know in the comments section below. Share the love If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:
It’s a new season here on MeaningfulMoney and we’re going to be building on the previous two seasons and talk about how to build wealth the right way, that is for the long term. I work with clients every day who have been carefully building wealth over many years, and have done so without living like monks along the way. I am seeking to emulate those people and in this season, I want to try to impart what I am continuing to learn and apply.   Podcast: Subscribe in iTunes | Play in new window | Download Sponsor Message This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk Building Wealth OK, so we did a whole season on investing, back in Season 2, and talked about decision-making in Season 3. When I talk about building wealth, I’m not just talking about investing and the mechanics of doing that, but about bringing together all the necessary disciplines to increase your net worth, and your sense of financial wellbeing. Today I want to lay the groundwork for the season. Not sure how many episodes there will be, but it will be at least seven, maybe more. I’m excited to get started… In this session, you'll discover: Why it's important to define wealth correctly My preferred definition of what it means to be wealthy That there's no 'right' way to build wealth Why it's important to use all the tools at our disposal The fundamentals which must be in place before you even think about building wealth Why you should create a vision for your future to hold on to Resources mentioned in this show Book: Robert Kiyosaki - Rich Dad, Poor Dad Blog: The Definition of Wealth Podcast: Cash Flow or Capital Gains, with Buck Joffrey Video: Harnessing the power of compounding Podcast: Informed Choice Radio   Join the conversation I love to read and respond to your comments, so please do join in and share. Question: Do you have the basics in place? If not, what are you goign to do about it?! Share the love If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:
As of last week (13th January 2018) the new open banking rules came into force. Also called the Second Payment Services Directive or PSD2, this is a sweeping change to the way banks handle their, for which read YOUR, data. But what are the changes and how will they affect you? And is there anything […]
The last of our life stages deals with the financial implications of the loss of a partner. Very often, this event is the catalyst for beginning inheritance tax planning in earnest, but also, if the partner who has died had control of the finances, it can mark the beginning of a steep learning curve for […]
For many of us in this latter half of the 20teens, a platform is an essential part of our investing. But like all aspects of our financial lives, we should make sure that our chosen platform continues to serve our purposes… Podcast: Subscribe in iTunes | Play in new window | Download Sponsor Message This […]
Annuities have fallen out of favour in recent years, and particularly since the pensions freedoms of 2015. When announcing those changes in November 2014, the then-Chancellor of the Exchequer George Osborne famously said that ’no-one will ever have to buy an annuity again’. But do annuities still have a place in YOUR retirement planning? Today […]
Over the past ten weeks, we’ve looked at the different life stages from young, free and single, to Losing a partner in later life. Today I want to round off the season by ticking off a couple of points, and then answering some of the questions you have sent in over the past few weeks. Podcast: […]
… The post MeaningfulMoney in 2019 and Beyond, with Kaloyan Tsilev appeared first on Meaningful Money.
… The post Core and Satellite investing – 5MF040 appeared first on Meaningful Money.
Come on - I caught you by surprise didn’t I?! It’s not often you get two podcast episodes in a week, but this is the first in an occasional series I’m calling “Stuff I think is cool” where I chat to people with ideas and products that I think you want to hear about. So today I’m talking to Ishaan Malhi, Founder and CEO of Trussle, an online mortgage broker and quite a bit more. Ishaan and his team are looking to make switching your mortgage as easy as switching your utility provider, and in pursuing this aim, are lobbying government and the industry to get some changes on things they view as unfair.
What if you want to invest according to the principles I’ve talked about over the past few weeks but you can’t be bothered with all the research and reviewing that this takes? This week we’re going to talk about off-the-shelf investing; the lazy person’s guide to investing well! Podcast: Subscribe in iTunes | Play in […]
If I’ve had one email about Bitcoin and Blockchain, I’ve had a hundred. And when my first such email came through from a client the other day, I knew I had to address this very important subject on the podcast. Podcast: Subscribe in iTunes | Play in new window | Download Blockchain, Bitcoin and YOU […]
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Podcast Details

Started
Nov 17th, 2012
Latest Episode
Jul 29th, 2020
Release Period
Weekly
No. of Episodes
645
Avg. Episode Length
27 minutes
Explicit
No

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