The Meaningful Money Personal Finance Podcast
1) Becoming A Financial Adviser - Part Two: The SOFT Stuff
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 ...Show More
2) How To Become A Financial Adviser, Part 1
This week, Roger and I discuss the answer to a frequently-asked question - how does one become a financial adviser? Clearly Roger and I make it look like a sexy profession, but as you can imagine, we ...Show More
3) Listener Questions, Episode 38
It's another Meaningful Money Q&A, taking in the £100k tax trap, splitting pensions on divorce, safely switching investment platforms and much more! Shownotes: https://meaningfulmoney.tv/QA38 01:5...Show More
4) Understanding RISK
This is an important episode. Here, Roger and Pete dive deep into one of the most important subjects for anyone looking to improve their finances to understand - RISK. It's misunderstood and it's misr...Show More
5) Listener Questions, Episode 37
Welcome to the first podcast of 2026 where Roger and Pete answer more of your varied and interesting questions, covering everything from what to do when you've maxed out your pension and ISA, to wheth...Show More
6) Christmas Episode 2025
Join Roger and Pete for a 2025 retrospective where we look into the kind of year it's been and a little bit ahead to 2026. MERRY CHRISTMAS! Shownotes: https://meaningfulmoney.tv/session602 02:04 Me...Show More
7) Listener Questions, Episode 36
Welcome to the last Q&A session of 2025. In this show we cover selling properties to invest in pensions instead, starting to invest for the first time, UFPLS vs FAD and SO MUCH MORE! Shownotes: https...Show More
8) Listener Questions Episode 35
It's episode 600 of the podcast, not that we're doing much to mark that milestone! We have some excellent questions today, taking in retirement planning, getting a mortgage if you have a new business ...Show More
9) Listener Questions Episode 34
We're getting into the groove of doing video podcasts now, and today we have another mixed bag of questions. They include the tax implications of moving abroad, whether to start a pension in your 60's...Show More
10) Budget 2025 - Roger and Pete respond!
Roger and Pete discuss the November 2025 Budget, 24 hours after it was announced by Chancellor Rachel Reeves. We cover the salient points from a financial planning standpoint and try to avoid politics...Show More