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The Meaningful Money Personal Finance Podcast

Oct 25, 2017

As we approach the five-year anniversary of the first ever episode of MeaningfulMoney, I thought it might be a good idea to step back and take a look at where we have come and more importantly, where we’re going. And as far as the latter is concerned, I want to ask for your help…

Oct 18, 2017

I’m always excited to see the emergence of services that look to help more people take their financial planning in hand through the power and economies of scale that the internet provides. My guest today has launched a service called Finimize which seeks to both educate customers and also to help them with their...

Oct 11, 2017

Over the past ten weeks we’ve looked at the different life stages from young, free and single, to Losing a partner in later life. Today I want to round off the season by ticking off a couple of ‘none of the above’ points, and then answering some of the questions you have sent in over the past few weeks.

Oct 4, 2017

The last of our life stages deals with the financial implications of the loss of a partner. Very often, this event is the catalyst for beginning inheritance tax planning in earnest, but also, if the partner who has died had control of the finances, it can mark the beginning of a steep learning curve for the one...