The Meaningful Money Personal Finance Podcast
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The Meaningful Money Personal Finance Podcast
Pete Matthew discusses and explains all aspects of your personal finances in simple, everyday language. Personal finance, investing, insurance, pensions and getting financial advice can all seem daunting, but with the right knowledge and easy-to-follow action steps, Pete will help you to get your mo...
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QA41 - Listener Questions, Episode 41
In this Meaningful Money Q&A, Pete Matthew and Roger Weeks answer listener questions on UK personal finance, focusing on pensions, tax, and planning a...
No Bullsh*t Money with Andy Hart
Pete is joined by Andy Hart to cut through the noise and talk about Andy's new book No Bullsh*t Money Advice, sharing straight-talking, practical pers...
QA40 - Listener Questions, Episode 40
In this episode we answer listener questions covering emergency funds for higher and additional rate taxpayers, and inheritance tax considerations aro...
How to Spot a Good or Bad Financial Adviser
Pete and Roger reveal how to spot a good financial adviser from a bad one. Learn the red and green flags—from transparent fees to pressure tactics—and...
QA39 Listener Questions, Episode 39
Pete and Roger answer six listener questions covering Coast FIRE strategies with GIAs, US 401(k) tax implications in the UK, record keeping for IHT-ex...
Becoming A Financial Adviser - Part Two: The SOFT Stuff
This week we finish off our two-parter on how to become a financial adviser. In this session, we cover the 'softer' part of the job, the human side wh...
How To Become A Financial Adviser, Part 1
This week, Roger and I discuss the answer to a frequently-asked question - how does one become a financial adviser? Clearly Roger and I make it look l...
Listener Questions, Episode 38
It's another Meaningful Money Q&A, taking in the £100k tax trap, splitting pensions on divorce, safely switching investment platforms and much more!
Understanding RISK
This is an important episode. Here, Roger and Pete dive deep into one of the most important subjects for anyone looking to improve their finances to u...
Listener Questions, Episode 37
Welcome to the first podcast of 2026 where Roger and Pete answer more of your varied and interesting questions, covering everything from what to do wh...
Christmas Episode 2025
Join Roger and Pete for a 2025 retrospective where we look into the kind of year it's been and a little bit ahead to 2026. MERRY CHRISTMAS!
Listener Questions, Episode 36
Welcome to the last Q&A session of 2025. In this show we cover selling properties to invest in pensions instead, starting to invest for the first time...
Listener Questions Episode 35
It's episode 600 of the podcast, not that we're doing much to mark that milestone! We have some excellent questions today, taking in retirement planni...
Listener Questions Episode 34
We're getting into the groove of doing video podcasts now, and today we have another mixed bag of questions. They include the tax implications of movi...
Budget 2025 - Roger and Pete respond!
Roger and Pete discuss the November 2025 Budget, 24 hours after it was announced by Chancellor Rachel Reeves. We cover the salient points from a finan...
Listener Questions, Episode 33
Welcome to another show full of questions form you, the audience and hopefully some meaningful questions from Pete & Roger. This week we have question...
The Retirement You Didn't See Coming, with Dan Haylett
This week I enjoy a brilliant conversation with Dan Haylett, a fellow financial planner and podcaster, and author of The Retirement You Didn't See Com...
Listener Questions Episode 32
Some excellent questions this week, as always, and with the added bonus of moving the podcast onto YouTube! Join Pete and Rog as they answer questions...
Listener Questions Episode 31
A couple of questions this week about having too big a pension fund, plus a great question on platform choice where Rog and Pete discuss their own exp...
Listener Questions, Episode 30
It's another varied mix of questions, with a couple on catching up after a late start, avoiding the 60% tax trap and lots more.
Shownote...
Listener Questions Episode 29 - Retire Soon
In today's Q&A episode, we're answering a bunch of questions from those on the threshold of retirement, getting into the nitty-gritty of age-differenc...
Listener Questions Episode 28
It's another mixed-bag of questions this week, covering income protection, the local government pension scheme, avoiding the 60% tax trap and much mor...
Listener Questions - Episode 27
This week, we have questions about planning property purchases together as a soon-to-be-married couple, investing an inheritance, balancing an age gap...
Listener Questions - Episode 26
Some great questions this week about planning for the loss of the personal allowance, investing in GIAs, persuading an aunt to write a will, and much...
Listener Questions - Episode 25
It's another packed and mixed bag of questions here on Meaningful Money. Today we deal with Seafarer's pension contributions, tax-free cash on DB pens...
Listener Questions - Episode 24
This week, Pete is rested after his holiday and may even be more tanned than Roger, for once! We answer a mixed bag of questions ranging from financia...
Listener Questions Episode 23 - Inheritance Tax
This week we have a bunch of questions on the subject of inheritance tax, trusts and estate planning. Fair to say, these stretched us quite a bit and...
Listener Questions Episode 22: Financial Planning for Children
This week, Pete and Roger answer your questions about investing and planning for children, including trusts, life insurance and how to keep tax low.
Listener Questions, Episode 21
This week, we're covering redundancy sacrifice into a pension, cash ISA allowance reductions, evening up finances between spouses and much more - it's...
Listener Questions - Episode 20
It's another full show of questions, ranging from assumed growth rates for investments, to Save As You Earn schemes to retirement cash buffers, and mu...
Family Protection Trusts and the McClure Solicitors Scandal with Lee Jackson
Today I'm joined by my friend Lee Jackson who came to me with a thorny financial/legal problem a few months ago pertaining to Family Protection Trusts...
The Soul of Wealth with Dr Daniel Crosby
I'm delighted to welcome back repeat guest, and one of the worlds leading lights in the field of behavioural finance - Dr Daniel Crosby. Daniel has a...
Listener Questions - Episode 19
It's another mixed bag of your questions, taking everything from investing in offshore funds to evening up pension funds between spouses and lots more...
Listener Questions 18 - IHT, Trusts and Care
We've managed to cobble together another themed Q&A episode, this week dealing with questions around Inheritance Tax, Trusts and Care planning. Lots f...
Listener Questions Episode 17 - In Our 30’s
A bit of a themed Q&A this week, with some great questions from folks in their 30's. We cover share save schemes at work, large inheritances and retir...
Listener Questions Episode 16
It's time for another Listener Questions session! This week we cover commercial property in pensions, ethical investing, inherited pensions and so muc...
Listener Questions Episode 15
Another mixed bag of questions this week, including pension tax free cash, salary sacrifice for electric cars, de-risking a pension and buying gilts!...
Listener Questions, Episode 14
Welcome to another MM Q&A, taking in budgeting rules of thumb, pension tax relief and offshore worker pension contributions, and lots more besides!
Listener Questions - Episode 13
This week's MMQ&A covered questions on whether you need an emergency fund in retirement, starting late and the mechanics of the residence nil rate ban...
The Meaningful Money Retirement Guide - Launch episode!
Join Roger as he interviews Pete to celebrate the launch of The Meaningful Money Retirement Guide, asking the questions you want answered!