Feb 25, 2026
In this episode we answer listener questions covering emergency funds for higher and additional rate taxpayers, and inheritance tax considerations around beneficiary SIPPs. We also discuss whether couples should rebalance pension contributions, the key steps to take before retiring abroad, and what to know about DB...
Feb 18, 2026
Pete and Roger reveal how to spot a good financial adviser from a bad one. Learn the red and green flags—from transparent fees to pressure tactics—and the key questions to ask before committing. Essential listening for anyone considering financial advice.
Shownotes:
Feb 11, 2026
Pete and Roger answer six listener questions covering Coast FIRE strategies with GIAs, US 401(k) tax implications in the UK, record keeping for IHT-exempt gifts, Australian pension taxation for UK residents, pension contributions to avoid the £100k tax trap, and managing a £2M portfolio as Power of...
Feb 4, 2026
This week we finish off our two-parter on how to become a financial adviser. In this session, we cover the ‘softer’ part of the job, the human side which is arguably MUCH more important than the hard numbers…
Shownotes: https://meaningfulmoney.tv/session607
02:18 - Why Financial Planning Is Not About...