This week we answer questions on the loose theme of capital gains tax and investing via General Investment Accounts (GIAs). Spoiler alert - nothing’s as simple as it might seem! Shownotes: https://meaningfulmoney.tv/QA11 01:06 Question 1 W
We really hesitated to put anything out regarding the current market volatility as we didn’t want to add to the noise. But now that we’re a couple of weeks in, hopefully the hysteria is starting to abate, and we can take something of a measured
As usual, we cover lots of ground in this week’s Q&A, including tax-free cash recycling, private medical insurance and Lifetime ISAs. Shownotes: https://meaningfulmoney.tv/QA10 00:57 Question 1 Dear Pete & Roger. I'm a long-time listener an
Welcome to another Q&A show - this week we cover tax free cash from DB pensions, annuities vs drawdown and whether you should pay down a buy to let mortgage or invest. Plus quite a bit more! Shownotes: https://meaningfulmoney.tv/QA9 Question
It’s another Q&A, and this week’ we’re talking Lifetime ISA withdrawals, whether you need life insurance and the NHS pensions scheme, among other things! Shownotes: https://meaningfulmoney.tv/QA8 01:08 Question 1 I just wanted to start by t
Welcome to another Q&A show. This week we cover moving abroad, inheritance tax and paying into a pension while drawing from another, and lots more besides! Shownotes: https://meaningfulmoney.tv/QA7 01:16 Question 1 I’ve been a long time lis
In this episode we answer questions about RSU’s, the Cashflow Ladder, Pension vs LISA and a whole lot more! Shownotes: https://meaningfulmoney.tv/QA6 01:42 Question 1 Hello Pete and Roger. Recently discovered this and am listening to every s
Today we’re talking about budgeting and encouraging that you CAN set and stick to a budget. It’s not easy, but it isn’t complicated either, so we’re here to make it as easy as possible. Shownotes: https://meaningfulmoney.tv/YC4 Everything You
This week, I chat to long-term friend of the show, Rob Dix, co-host of the Property Podcast, author of The Price of Money and now a new book Seven Myths About Money, which I highly recommend. Shownotes: https://meaningfulmoney.tv/session564
We’re back with another Q&A show, with a bit of a DB Pension tilt this time, though we even get into a question on equity release. We cover lots of ground, as always - hope it’s useful! Shownotes: https://meaningfulmoney.tv/QA5 00:55 As yo
Today we’re going to be taking about being financially prepared for life events. This is important because it’s so easy to make progress with your finances, only to have the rug pulled out from under your feet by something unexpected. Or even s
In today’s episode, we show you how YOU CAN learn to invest. Honestly, it’s easier than you think! Shownotes: https://meaningfulmoney.tv/YC2 Everything You Need To Know 01:21 What is investing? Swapping your money for assets that grow in va
Today we kick off a brand new season designed to empower you to take control of your finances. We’re excited for this one as we hope to show you that you CAN be good with money! Shownotes: https://meaningfulmoney.tv/YC1 00:01 - Intro 03:27
It’s another Q&A show, and this week we cover managing finances under an LPA, Maternity pay, and what to do with a big windfall, plus lots more besides! Shownotes: https://meaningfulmoney.tv/QA4 00:58 Big fan of the show. Really appreciate
Good to be back with another Q&A show to kick off the new year. This week we cover, ETFs, Pension contributions for high earners, tax relief for non-earners and lots more besides. Shownotes: https://meaningfulmoney.tv/QA3 02:21 First of all I h
Today we’re going to look at combining or consolidating pensions - a big subject which we’ll try to do some justice… Shownotes: https://meaningfulmoney.tv/HB10 What You Need To Know 02:15 Why transfer? 04:47 How the process works. 07:47 Thi
In this episode, we want to look at the financial advice process, and give you the helpful basics that you need to think about if you are considering getting professional financial advice. Shownotes: https://meaningfulmoney.tv/HB9 What You Ne
It's time for another listener Q&A! This time we cover paying off student loans, old pensions, alternative to pensions and ISAs and much more. Shownotes: https://meaningfulmoney.tv/QA2 00:40 Sophie - My question is that I am about to start
Today we’re going to focus on a subject that we often allude to, but which we want to take a bit further and deeper. We’re always talking about the need to be intentional, but what does that actually mean, in practice? Shownotes: https://meanin
In today’s episode of our Helpful Basics season, we’re going to be talking about Pensions and ISA, explaining how they work, comparing them and helping you to know which ones to use and when. Shownotes: https://meaningfulmoney.tv/HB7 Everythin
Today we’re going to be covering Helpful Basics in the area of self employment and side hustles. We’ll be talking about what you need to know and what you need to do if you’re planning on going it alone in business or supplementing your income
We have a slightly different episode because today I am speaking with the good people from a company called CheckMyFile all about credit files and credit scores - why they are important and how we can optimise them to our benefit. CheckMyFile:
In this episode we want to cover the helpful basics of a subject that underpins EVERYTHING to do with personal financial success - behaviour. Shownotes: https://meaningfulmoney.tv/HB4 Everything You Need To Know 02:06 We are really bad at maki
It’s our first dedicated Q&A show! Roger and Pete answer six great questions from YOU - the listening audience. Shownotes: https://meaningfulmoney.tv/QA1
In this episode we’re going to do our best to give a decent run down of the State Pension - something that will form the backbone of most people’s retirement income. We need to understand how it works, how to check what we’re due and how to max