Oct 31, 2018
Long-time listeners will know that I’m fascinated by the whole area of behavioural finance. Today I’m joined by previous guest Daniel Crosby who has written what might just be the definitive book on the subject written so far.
Oct 26, 2018
Listener Ian asks about whether he should keep some money in unwrapped investments, in order to make the most of the capital gains tax allowance...
Oct 24, 2018
Season 11 of MeaningfulMoney has been a deep dive in to pensions, and unsurprisingly, as the season has gone on I’ve had LOTS of questions about the content, so I want to round off the season today by answering some of those.
Oct 17, 2018
As you know by now, I believe in taking a holistic approach to financial planning. Only this week I turn away a client who just wanted me to talk about his pensions, but nothing else. If you’re going to have a successful retirement, all elements of your finances need to be working in concert, and today, I’m...
Oct 12, 2018
Listener Matt asks if he should continue offsetting his mortgage with cash in the bank or invest that money instead?