Past Champion
Stay Nimble in Retirement
As we’ve said, life happens, and even the best-laid plans can be thrown up in the air by circumstances. How…
The NHS Pension Scheme EXPLAINED!
Season 20 of the MeaningfulMoney Podcast is a little different. Pete talks with a series of guests about their One…
Set Things up to Minimise Effort in Retirement
We’re still looking at how to make things easy when you get to retirement. One thing that, to me at…
7 Beginner Investor Mistakes (and how to avoid them)
I’ve been helping people with their finances in a bunch of different ways for over 20 years, and I see…
Why You Need to Plan Carefully
Everything starts with a plan. I always describe myself as a financial planner, not a financial adviser. The reason for…
The Alpha Cult, with Ramin Nakisa of Pensioncraft
Season 20 of the MeaningfulMoney Podcast is a little different. Pete talks with a series of guests about their One…
Life is Unpredictable, but You Still Need to Plan
As we saw in the previous post, none of us knows what the future holds or how long we’ve got,…
How I Invest (I’m a financial adviser)
There are a million people on YouTube, on Social, even down the pub – wanting to tell you HOW TO…
The Longest Holiday: Retirement
Eventually, life in retirement settles into a nice rhythm. Most folks get to a point where they have everything they…
Time Freedom with Mamafurfur
Season 20 of the MeaningfulMoney Podcast is a little different. Pete talks with a series of guests about their One…
Avoiding Costly Mistakes in Retirement: Obsessing About Money
This mistake is somewhat linked to the first – being too cautious. Maybe that is a symptom of this one,…
Past Champion
Avoiding Costly Mistakes in Retirement: Being too Cautious
In retirement, any mistakes you make with your finances are likely to be more costly simply because you may not…
Risk – what you need to know
Season 20 of the MeaningfulMoney Podcast is a little different. Pete talks with a series of guests about their One…
Risk in Retirement: Longevity and Behavioural Risk
Introduction In this blog post, we’re still looking at potential risks you might face in retirement. In the last two…
Risk in Retirement: Inflation Risk
Continuing our examination of risk in retirement, in this post we’re looking at inflation risk. Inflation is something we don’t…
Risks in Retirement: Sequencing Risk
Introduction Risk is an inherent part of wealth-building and wealth-enjoying. As you know by now, risk comes in all kinds…
How Easy is it to Set up Your Own Retirement Fund?
Pete and podcast guest Matthew Yeates from 7Investment Management discuss the practicalities of setting up your own fund for retirement.…
Rebalancing the Portfolio When the Cash Pot is Running Low
Pete asks Matthew Yeates of 7Investment Management how to rebalance your portfolio in retirement if your cash pot is running…
How Much Should You Keep in Cash?
Pete and podcast guest Matthew Yeates discuss how much you should hold in cash. PM: Many of my listeners have…
Understanding the Retirement Income Service
Guest Matthew Yeates of 7IM explains what the Retirement Income Service is and how it benefits clients. PM: If you…
Positioning The Pieces
This podcast is brought to you with the help of Seven Investment Management, who specialise in multi-asset investing, something I…
An Introduction to Investing in Retirement
Introduction During the podcast season these blogs are based on, I interviewed Matthew Yeates from 7Investment Management. So many of…
Retirement Cashflow Timeline
In the past couple of weeks, we’ve looked at understanding your income and also getting a handle on your likely…