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The Meaningful Money Personal Finance Podcast

Dec 20, 2023

Today we’re going to talk about Equity Release, and contentious subject for some but a useful tool in financial planning for older folks who are asset-rich, but cash-poor. We’ll recount a couple of real stories from our own experience as advisers and then go over what you need to know and do about using Equity...

Dec 13, 2023

Today we’re going to consider the Shape of Retirement and how it doesn’t have to be the traditional work-for-40-years-then stop model that has been the norm for most of the last century. We have some simple examples of how clients have done that and also some salutary warnings.

Show Notes:

Dec 6, 2023

Today we’re going to look at some real stories around pension planning, but not your usual run-of-the-mill pension planning! We’re going to look at SIPPs and SSASs and how we’ve used them to move our clients’ financial plans forward.



Nov 29, 2023

Today we’re going to be talking about preparing for death, which doesn’t have to be as morbid as it sounds! But we have to face it, and preparing well for the day we shuffle off this mortal coil is an important part of being intentional about our finances.


Nov 22, 2023

Today we’re going to look at some work that we’ve done for clients in the area of estate and inheritance tax planning, and draw some lessons that might be useful for you in the same area.

Show notes: