Episodes
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We bang on about watching our investing costs all the time. And for good reason - not paying heed to the impact of costs can mean throwing away money unnecessarily.
Shownotes: https://meaningfulmoney.tv/BM3
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Today we’re going to talk our second big mistake: starting late. Of course this may not be a mistake, it may be the result of circumstance, and as we all know, life doesn’t always conform to the perfection we’d perhaps wish for ourselves.
Shownotes: https://meaningfulmoney.tv/BM2
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Missing episodes?
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In this new season covering some big mistakes that any of us can make with our finances, we start with the mistake of listening to the wrong people. But how can we determine who the wrong people might be?
Show Notes: https://meaningfulmoney.tv/BM1
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Today I am joined by repeat guest and financial planning legend, Chris Budd. He has a new book called the Four Cornerstones of Financial Wellbeing and it’s a very helpful read for anyone struggling to keep money in its place, or with the effects that money can have on our mental health.
Shownotes: https://meaningfulmoney.tv/session533
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Today we’re rounding off Season 27 by covering the last of our big ideas - and it’s one of the raisons d’etre of Meaningful Money, that most people don’t need advice.
Shownotes: https://meaningfulmoney.tv/BI10 -
Today we’re covering the ideal order of financial priorities, something Pete and Rog learned early on in their financial planning training. The order was summarised by the acronym PIPSIO
Protection
Income Protection
Pensions
Savings
Investments
Other
PIPSIO is nothing more than a useful mnemonic, but it really does serve a purpose. I still remind the advisers at Jacksons of it now and again.Shownotes: https://meaningfulmoney.tv/BI9
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Today we’re covering a classic piece of financial advice - definitely a Big Idea of investing: Time IN the market, not timing the market!
Shownotes: https://meaningfulmoney.tv/BI8 -
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: https://meaningfulmoney.tv/BI7 -
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 do when faced with the dilemma of whether to use your money today or put it away for the future.
Show notes: https://meaningfulmoney.tv/BI6 -
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
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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/BI4
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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
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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 reckon that makes it an important subject!
Shownotes: https://meaningfulmoney.tv/BI2
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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://meaningfulmoney.tv/2024/01/24/big-ideas-businesses-and-bricks/
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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 full of stories of how people have taken the teaching in the Simple Path, and applied it to their lives.
Shownotes: https://meaningfulmoney.tv/session522
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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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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
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Today we’re going to consider the Shape of Retirement and how it doesn’t have to be the traditional work-for-40-years-then stop model that has been the norm for most of the last century. We have some simple examples of how clients have done that and also some salutary warnings.
Show Notes: https://meaningfulmoney.tv/RS8
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Today we’re going to look at some real stories around pension planning, but not your usual run-of-the-mill pension planning! We’re going to look at SIPPs and SSASs and how we’ve used them to move our clients’ financial plans forward.
Shownotes: https://meaningfulmoney.tv/RS7
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Today we’re going to be talking about preparing for death, which doesn’t have to be as morbid as it sounds! But we have to face it, and preparing well for the day we shuffle off this mortal coil is an important part of being intentional about our finances.
Shownotes: https://meaningfulmoney.tv/RS6 - Show more