The Meaningful Money Personal Finance Podcast

This week I'm chatting to another Personal Finance creator, Prerna Khemlani of ThisGirlInvests. Her One Big Thing is bridging the Gender Pension Gap, and she has some good things to say about an important subject.

Today's show is a little bit different, and might be a bit polarising, and it's certainly longer than usual! I'm chatting with my friend and fellow financial planner Shabbar Kassam of Lumos Financial about Money and Faith.

The longer I do my job, the more I understand that it is a people business and not really about money at all. Our behaviours, our responses to influences, our decision-making - all these are what really counts towards our financial success or otherwise, and my guest this week, Catherine Morgan, is here to talk about how trauma can impact our money beliefs and behaviours.

Anne Boden is an extraordinary lady. Not many of us wake up one morning and think to ourselves 'I'm going to start a bank'. She did that and founded Starling Bank whose results speak for themselves. She is now turning her considerable talents to the mission of making money equal between the sexes.

I get an email or a message at least once a week asking for clarity on the NHS pensions scheme. It is a complex beast with different tiers, different attributes and lots to get your head around. Fortunately, when it comes to the NHS scheme, my guest today is one of the country's leading experts…

Today I'm joined by Ramin Nakisa of Pensioncraft who is doing amazing things on YouTube and beyond. This season of the podcast is called One Big Thing, and Ramin's One Big Thing is what he calls the Alpha Cult - he'll explain that and why it's important as we get into the conversation.

Jen Kempson, AKA MamaFurFur is a deeply inspiring person to me - I'm really excited to have her on the show. She's making huge waves on YouTube and Instagram and her messaging about money is solid, but it's her messaging about what money can do for you that stands out for me. She calls it Time Freedom...

Will Rainey of Blue Tree Savings is an interesting guy with a fascinating story. He's gone from advising global insurance companies and governments on how to invest billions, to helping parents teach their kids about money. He now has a blog and company dedicating to reaching as many people on this vital subject as possible.

This season is called One Big Thing, and the idea is that I have a guest on each week and we discuss something that they're passionate about, annoyed about, or that is their specialism. I have some great guests lined up for you, starting this week with my good buddy Andy Hart from the Maven Money podcast. Andy and I are going to talk about risk. It's an important subject to say the least and it's...

Today I want to look at where Meaningful Money has come, what's going on right now and where I want to take it. Call it a state of the nation speech for your favourite financial education channel.

Today's show is from February last year, 2020 - back when there were only rumours of something big about to go down. It was part of the Home Straight season, Season 16. The thinking is to get your ducks in a row as you approach retirement, but to be honest, it's ALWAYS good to have your ducks in a row, so even if you're in your 30s and retirement seems like miles away, there'll be something here f...

Today's show is from May 2019 and was part of the New Accumulators season, Season 14. It's a plea to take planning seriously before diving into an investment regime which, without planning, would be just done in the abstract. Investing without purpose is crazy, aimless and will never succeed because there are no goals to measure its success against.

This week's encore episode is from September 2017 and comes from Season 7 - Life Stages. This episode focuses on the Empty Nest, a stage I'm heading towards in the next few years! This stage very often coincides with our peak earning years, so it's important both to enjoy the extra cash in the present and also to store up some serious wealth for the future.

This week's oldie-but-a-goodie is from way back in 2016 where I covered some tips on how folks who are coming to the party somewhat late can still make a big difference to their eventual retirement outcomes.

The podcast is currently on hiatus while I plan for Season 20 and also get things in place for the final launch of Meaningful Academy Retirement Planning. More on that in just a sec, but for the next few weeks I will be reviving some older episodes on various topics. This week's old show is about simplifying pensions. The episode should stand alone, but the shownotes have been updated to meaningfu...

The podcast is currently on hiatus so for the next few weeks I will be reviving some older episodes on various topics. This week's old show is about securing an income in retirement, something which has fallen out of favour a little bit since the pension freedoms of 2015. The episode should stand alone, but the shownotes have been updated to meaningfulmoney.tv/session424

Young families have lots of things to deal with. Even though my kids are 18 and 21, I still remember juggling childcare with work, making ends meet, wondering whether to move house and take on the extra mortgage. My guest today is an expert in this field, Joe Okaly of New Horizons Wealth Management in New Jersey. If you have a young family yourself or if you're a grandparent to a young family toda...

In my 20-odd year career as a financial planner, I have worked with many bereaved clients who have lost spouses, partners, parents and other loved ones. Obviously, the emotional impact is profound, but this is often compounded by the additional pressure of having to go through someone's financial and other affairs to get things straight. This process is always made so much easier if the person who...

When I wrote the MeaningfulMoney Handbook in 2018, I wanted it to be the one book that most people would need to go from zero to hero with their personal finances. It was designed for anyone to be able to work through and to begin taking control. Today's checklist aims to condense the message of the book into less than 30 minutes - wish me luck!

Today I want to give you a framework for decision-making. Obviously the context will be financial decisions, but today's checklist will also serve in pretty much any area of life where you have big decisions to make.

As you know, I'm a big proponent of equipping people to make their own financial decisions, believing that anyone, with a bit of encouragement and know-how, can do most of their own financial planning. But there are occasions when seeking professional advice makes sense. Today, I'm going to give you a checklist for what to do BEFORE you seek advice, so that you're prepared.

We don't teach kids how money works, so when you're thinking of getting started with investing, how do you know where to start? Today I want to give you a beginner investment checklist to do just that.

Your investments, if left unchecked, can quickly get out of step with your original intentions for them, so they need to be reviewed regularly. But what does an investment review really entail? Let's find out!

Easily the number one question I get asked here at MeaningfulMoney is about finding balance in finances. It's a BIG question, but hopefully this week's checklist will help us to find that elusive financial balance.

Over the past couple of weeks we've looked at organising your paperwork and your financial life in general. That's all well and good, but now we're in good shape, we need to keep it that way and for that, we'll need an annual review checklist.