Yes, Happy New Year and welcome to the 300th episode of MeaningfulMoney. Can that really be true? Episode number 1 was in November 2012, just over six years ago. We’ve come some way since then, and there’s lots still to come! Today I want to give you a heads-up on that a bit later, but […]
As you reach later life, you are considering passing money to your family, while making the most of the time you have left. It’s a fine balance to strike…
This week I’ve been in Birmingham attending the Back2Y conference, my first time at this event. Before that, I had a busy Monday of meetings with my team and doing some recording for podcasts to promote my upcoming new book, The MeaningfulMoney Handbook.
Well now, this is exciting! This is the live Facebook video unboxing of the first copies of my first book! Head to petesbook.com for more info, including preorder links!
We’re really kicking things off this week with a deep-dive on personal pensions, looking at how they work and what you need to know and do with your own pension provision. Podcast: Subscribe in iTunes | Play in new window | Download
It’s a brand spanking new season here on MeaningfulMoney; a season I’m calling the Pensions Masterclass. There’s an irony here because, strictly between you and me, I managed to get my chartered status without sitting a single advanced pensions exam! But I know enough to do what is needed here, which is to clear up […]
I am a proud member of the financial advice profession. I think that when done well, financial advice can make a massive difference in people’s lives. The problem is that too often, it is done badly, and today I’m going to let off some steam about just that subject. Podcast: Subscribe in iTunes | Play […]
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