Bank of Dad

Writing a will or setting up a Lasting Power of Attorney might not be at the top of your to-do list, but getting these things sorted could make a huge difference to your loved ones. In this episode, we explore why wills and LPAs are so important, what happens if you don't have them in place, and the common mistakes to avoid. From protecting unmarried partners to choosing the right people to make d...

In this episode of Bank of Dad, we're talking all things gifting money . From what to consider before giving someone a significant sum, to making smart decisions when you're on the receiving end. We explore whether you should spend, save, invest or pay off debt with a financial gift, and clear up some common misconceptions about tax. Plus, we explain how Gift Aid works and how you can make your ch...

What belongs in Finance Room 101? 👀 In this episode of Bank of Dad, Kate and Pete reveal the financial things they'd happily banish to Room 101 forever, from money habits and financial products to those little things about personal finance that drive them mad. But not everything deserves to disappear. They also discuss what they'd rescue from Finance Room 101 and why some much-maligned parts of t...

We decided to spread our discussion about funds over a second week, so this week we're diving into avoiding common mistakes when choosing a fund and the low-down on how to do it right!

This week, we're getting to grips with investment funds: what they are, how they work and what's actually going on when you put your money into one. We'll break down the basics, cut through some of the jargon and look at the mechanics you need to understand before you even think about choosing a fund.

This week, Kate and Pete dig into the biggest factor influencing how your investments behave. Behold, the wonder of ASSET ALLOCATION!

For many young adults, the travelling bug bites hard. Maybe you fancy a gap year or a six-week trip to Bali. What do you need to think about before you go and when you're away, financially spekaing? That's what Kate and Pete are all about this week…

Something a little different this week - Kate and Pete answer audience questions about all sorts!

Being good with money isn't just about willpower, it's about building habits and systems that make doing the right thing easier. In this episode, we're looking at the good money habits worth building, the bad ones that could be holding you back, and how to make positive financial habits actually stick. Warning - not for kids!

In this episode of Bank of Dad, Pete and Kate demystify the main UK taxes most people encounter, including income tax, National Insurance, VAT and Capital Gains Tax. They explain how tax bands really work, why earning more does not mean all your income is taxed at a higher rate, and when you may need to take action yourself, such as reporting gains or completing a tax return. If you want a clear,...

This week, Kate and Pete discuss the rise of the Financial Influencer, or 'Finfluencer' (yuk), the pros and cons of online financial information and how to spot the good from the bad. Eventually, they realise that they are Finfluencers themselves!

When it comes to succeeding with money, the thing most likely to derail it is OURSELVES! this week, Kate and Pete talk a bit about human behaviour when it comes to money, and how we can help ourselves get out of the way…

This week, Kate and Pete continue their discussion about risk, dealing with some of the less obvious risks when it comes to building wealth.

This week, Kate & Pete discuss risk, one of the most misunderstood concepts in finance, but one that you need to understand to build wealth for the future.

This week, Kate and her dad, Pete, tackle a thorny subject: How can couples align themselves financially? What does it take for a couple to work well together towards their shared goals, and what are the practicalities of managing money as a couple day to day?

This week, Kate and her dad Pete discuss the student finance system, its pros and cons and why a student loan isn't really a loan in the true sense at all…

22 Episodes into the BoD project, we've covered a lot of ground. This week, Kate and Pete take stock of what we have covered and where we're going from here.

Today we have another Q&A Episode where Kate and Pete answer the questions that YOU want answering. Keep them coming!

Something a little different this week (and next) - Kate and Pete answer audience questions about all sorts!

Investment platforms make it easier to buy, hold and manage your investments, but not all platforms are the same. In this episode, we explain how they work, what they cost, and what happens to your money if the platform itself runs into trouble.   Boring Money: Stocks and Shares ISA Comparison

Kate and Pete continue their discussion about investing, moving up to talking about wrappers.

This week, Kate and Pete embark on a mini-series about investing, starting at the bottom talking about assets - the things we invest in, to make our money grow.

This week, Kate & Pete dive further into the world of pensions, all the different types and why they're so important for anyone pursuing financial freedom one day.

OK, this is an important one. We need to talk about pensions, which are misunderstood and often dismissed as something you'll get to later, whenever that is. Kate and Pete talk about what a pension actually is and why they are such an important part of your financial future.

Join Kate Matthew and her financial adviser Dad, Pete, talk about property, mortgages, and how to finally escape Mum & Dad.