MMP094: Planning Across Generations

passing money down

This week, we’re going to be talking about planning across generations. Most people who have children and grandchildren want to be able to leave them something when they die. Many people are often wary of Inheritance Tax, which thanks to rising house prices now catches more people than ever. How can you effectively pass money down to those you love in an efficient a manner as possible? Stay tuned for more on this…

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MMP093: Net Worth – Define it, Build it, Protect it.

net worth
This week, we’re going to be talking about Net Worth. What does that even mean, and how do we build and protect our net worth? This is a subject I’ve been asked to cover by various people who have emailed me, so let’s take a good look under the bonnet of this throwaway jargon term – net worth – so we can get the most from it.

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MMP092: Four steps to running your personal finances like a business, with Roger Whitney

Session 092 personal finances
This week, I’m going to be talking to Roger Whitney, a financial planner from the US known as the Retirement Answer Man. He blogs and podcasts over at rogerwhitney.com. We’re going to be looking at four steps to run your personal finances like a business.

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MMP091: 2015 Savings Challenge with Moneystepper

Session 091 HeaderThis week, I chat to Graham Clark of Moneystepper.com about his excellent 2015 Savings Challenge. The challenge provides structure and accountability, plus an element of gamification to some lofty financial goals that we can all benefit from. Listen in to find out more…

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