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The Meaningful Money Personal Finance Podcast

Aug 30, 2023

Today we need to finish off Season 25 - our finances OS season - by talking about the necessary things to get right in later life.


Aug 23, 2023

Today we look at how to keep the finances ticking over nicely in retirement by conducting regular reviews. Specifically, we’ll be looking at when and how.

Show Notes: 

Aug 16, 2023

Today we’re going to talk about the DANGER ZONE
That’s period of time from when you retire to when all your available income sources are coming in, usually the time of your state pension. This is the period where you’ll have the best health, so you’ll want to enjoy that and spend your money accordingly.



Aug 9, 2023

We’re on the home straight in this season now, and today, we’re talking about the decisions we need to make at the point of retirement. It’s probably the biggest transition of all in our financial lives, so this is an important episode.


Show Notes: 

Cash flow ladder graphic


Aug 2, 2023

Today we’re going to look at the things we need to do as we approach retirement. We always say that retirement is THE point in time where everyone would benefit from taking professional advice, but at least we can give you the main things to be thinking about and to talk to your adviser about.