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The Meaningful Money Personal Finance Podcast

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:


Nov 15, 2023

Today we’re continuing in our Real Stories season and we’re going to talk about Protection - talking about the life insurance, critical illness cover and income protection that underpins any financial plan.



Nov 8, 2023

Today we’re going to be asking the question How much is enough? And we’ll go over some real stories of when we’ve helped clients answer that question.

Show Notes:

Retirement Investing Cheatsheet: 

Nov 1, 2023

This week we want to look at one Real Story of a planning journey with a client that has seen some highs and lows. It’ll demonstrate the power of a relationship with a trusted financial planner, and also what can go wrong when someone tries to get too clever.