MMP069: 2014 Listener Survey Results

Here we are at session number 69 , and  I’m going to take the opportunity to share the results of my first ever listener survey which closed last week after being open for three weeks. It has given me some great insights into how you tick and what I need to do to serve you best going forward.

Session 069 Header

After the main body I normally look at the most recent reviews that have been left by listeners, and give you a weightloss update but I can’t do that this week. The reason for that is that I am recording this full show a week ahead of time due to the fact that I have to dismantle my recording setup and transfer it to my new company offices, which will have happened the week before this session is released. I am normally a week or two ahead in recording the main body of the show, but I top and tail it the night before it is released so that the weight loss update and listener reviews are right up to date. So I’m sure I’ll be able to report huge weight loss next week!

Click to Listen

Podcast: Subscribe in iTunes | Play in new window | Download

MMP068: Mid-year Goals update

Here we are at session number 68 , and we’re going to be revisiting the goal-setting from the beginning of the year, and now that we’re half-way through they year, see how we’re doing and maybe rekindle our motivation
Session 68 HeaderI’m going to enlist the help of my friend Martin Bamford who has achieved some major success recently – I’m sure we’ll be inspired by his example.

Podcast: Subscribe in iTunes | Play in new window | Download

Encore Episode: Session 12 – How to invest in property

As you can imagine, producing a podcast each week is a major undertaking, and I have been producing one weekly now for 14 months, with a short break over Christmas last year.

Encore 8Jul14 Header

As I write this, I am preparing to move my office, with a total of 10 staff to new premises down the road in Penzance, and at the same time taking on clients at a faster rate than ever before. Adding the office move into an already busy schedule means that I have been physically unable to prepare a new podcast this week. I should be back up and running next week, but over the next six weeks or so, I may need to resort to producing some encore sessions, delving back into the back catalogue to repeat some great sessions from the past year and a bit – I hope you don’t mind. I have updated the top and the tail of the show, as you’ll hear…

This week I am reviving one of the most popular sessions ever, a chat with Rob Bence and Rob Dix from the massively popular Property Podcast. The notes are below as always: thanks for being patient with me!

Podcast: Subscribe in iTunes | Play in new window | Download

MMP067: Shares vs Funds – The Grudge Match

I have repeatedly said on this show that I prefer investing in funds than individual shares. But recently, iTunes reviewer CF040PV called me out and said that I had never really dealt with the reasons why this is my preference.

Session 067 Header

Never one to shirk a challenge I immediately began writing this session. The short version: in 16 years of financial planning, I can count on one hand the number of people who can keep up to the demands of a share portfolio and make it work for them. And in every case these are people who were already wealthy – the shares were just for fun.

Click to Listen

Podcast: Subscribe in iTunes | Play in new window | Download

2014 Listener Survey

**UPDATE: The survey is now closed – thanks to everyone who responded!

Hi there!

If you’re a regular or occasional listener to the MeaningfulMoney Podcast, or if you have watched one of the many videos on the site, can I trouble you for five minutes of your time?

I’d love to know a bit more about you and what you’re interested in hearing about in the future. This link will take you to the survey:

https://www.surveymonkey.com/s/S79X7ZZ

All answers are anonymous and will be collated and used for internal purposes only. Thanks so much!

MMP066: Safe Returns – An Interview With David Crozier

Session 066 Header

Here we are at session number 66 , and we’re going to be talking about Safe Returns. This is a great interview with my friend David Crozier of Navigator Financial Planning in Northern Ireland. David specialises in serving clients who have had personal injury settlements, and those clients have very specific needs. That said, the lessons learned here are applicable to almost everybody, so listen up!

Click to Listen

Podcast: Subscribe in iTunes | Play in new window | Download