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18 episodes

The Meaningful Money Personal Finance Podcast

by Pete Matthew · English

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 money matters in order. Each show is in two segments: Firstly, everything you need to KNOW, and secondly, everything you need to DO to move forward on the subject of that episode. This podcast will appeal to listeners of MoneyBox Live, Wake Up To Money, Listen to Lucy, Which? Money and The Property Podcast. To leave feedback or ask a question, go to http://meaningfulmoney.tv/askpete Archived episodes can be found at http://meaningfulmoney.tv/mmpodcast

Latest episodes

All episodes

Planning for vulnerable beneficiaries with John Brenchley

Planning for “vulnerable beneficiaries” (often children with SEND or vulnerability) focuses on what happens when parents die, including trusts, guardianship, state benefits, financial control, and…

11 Nov 2026 · 47m · 25 chapters

Budget Reaction with Tom and Demi

Meaningful Money episode 644 is a rapid “budget reaction” with Demi and Tom (Jackson’s), focusing on pensions, savings/investment taxation, business-owner CGT changes, and major ISA reforms.

4 Nov 2026 · 33m · 17 chapters

AI and Money - Changing Attitudes?

How consumers use AI for personal finance, what they trust or avoid, and how AI’s “prompting” and biases affect budgeting, saving, investing, and retirement decisions.

28 Oct 2026 · 35m · 16 chapters

QA63 - Listener Questions, Episode 63

Meaningful Money Q&A episode answering six listener questions, mainly about (1) how investment “risk ratings” are presented and how to respond to objections, (2) retirement bridging and tax-efficient…

21 Oct 2026 · 36m · 15 chapters

QA62 - Listener Questions, Episode 62

Meaningful Money Q&A episode answering six listener questions on retirement planning, using AI for projections, semi-retirement/tax and pension rules, pension salary sacrifice vs SIP fees, GIA/ISA…

14 Oct 2026 · 39m · 14 chapters

The Fault Lines of Finance with Philippa Hann and Moira Somers

The episode discusses “The Fault Lines of Finance,” a book on why financial misconduct happens—especially how normal, well-intentioned people can end up doing wrong things—and how to prevent it…

7 Oct 2026 · 41m · 17 chapters

QA61 - Listener Questions, Episode 61

Meaningful Money Q&A episode answering six listener questions on emergency funds, pension rules (MPAA), care-home tax planning, overdraft charge complaints, early retirement for police DB pensions,…

30 Sep 2026 · 34m · 10 chapters

Too Expensive? Whole of Life Insurance explored

Whole of life insurance in the UK—how it works, why it’s underused, and how it’s increasingly used for inheritance tax (IHT) planning, especially with upcoming pension-related IHT changes.

23 Sep 2026 · 35m · 18 chapters

The Problem of Money, with Tim Malnick and Shabbar Kassam

Money isn’t inherently “the problem”; it’s a neutral tool that mirrors unconscious emotions, identity stories, and early-life lessons.

16 Sep 2026 · 51m · 19 chapters

QA60 - Listener Questions, Episode 60

Meaningful Money Q&A episode 60 with listener questions on UK pensions and tax planning, including proposed taxation of remaining pension pots, retirement/care cost planning, pension contribution…

9 Sep 2026 · 35m · 16 chapters

QA59 - Listener Questions, Episode 59

A Meaningful Money Q&A (QA59) answering five listener questions, plus a correction about spouse visas/child benefit.

2 Sep 2026 · 46m · 19 chapters

QA58 - Listener Questions, Episode 58

Meaningful Money Q&A (QA58) answering listener questions on paying off a mortgage vs investing, care fees vs inheritance tax, CGT treatment of physical gold, pension consolidation and DB questions,…

12 Aug 2026 · 41m · 17 chapters

QA57 - Listener Questions, Episode 57

Meaningful Money Q&A (Episode 57) covering offshore investment bonds vs onshore, taxation of UK GIAs for returning expats, early-career financial stability, DC pension access age changes, gender…

5 Aug 2026 · 50m · 11 chapters

Your Money & Your Mind - Adam Cockerham

How “your money” and “your mind” interact—arguing that external events (e.g., market drops) are neutral, but your interpretation and thoughts create emotional experiences that drive financial…

29 Jul 2026 · 42m · 15 chapters

QA56 - Listener Questions, Episode 56

Meaningful Money Q&A episode 56 answers six listener questions on UK personal finance and tax planning: (1) tax-efficient use of capital after a spouse dies pre-retirement, including whether…

22 Jul 2026 · 36m · 13 chapters

QA55 - Listener Questions, Episode 55

Meaningful Money Q&A episode answering listener questions on pension recycling/tax-free cash, becoming a financial adviser, pension/ISA fee and allocation decisions, high-income tax thresholds, and…

15 Jul 2026 · 45m · 14 chapters

QA54 - Listener Questions, Episode 54

Meaningful Money Q&A episode 54 answers listener questions on mortgage term strategy vs investing, flexible ISAs and other tax wrappers, educating young people about money, where to invest a property…

8 Jul 2026 · 39m · 13 chapters

Life Search: Protection for Middle Age

Protection insurance for people aged roughly 40–60, focusing on why life insurance, critical illness cover, and income protection still matter in middle age; how to assess need, affordability, and…

1 Jul 2026 · 35m · 15 chapters