Nov 23, 2021
Episode 11 is all about Savings and Investments. Plus we talked WILLS following on from Protection last week and talked a little about pensions (more to come on Pensions with a whole episode 12, next week) I am joined by Financial Planner, Podcaster and YouTuber Pete Matthew of Meaningful Money.
-We started with an intro to Pete, his Podcast, YouTube, and Meaningful Money academy.
-We talk about the world of Personal finance influencers and the real people who we trust. We talk about how to work out who to trust.
-The core of the podcast, we start off with Wills. The why and the how of writing a will. How it protects and supports those around you when you die.
-We talk about what happens if you die without a will. And it gives you choice, a will is about control, of what happens to your assets, money, funeral upon death.
Savings & Investments
-Emergency fund, why you need it, how much to keep in cash for emergencies.
-Paying off debt and investing at the same time - A warning
-What is investing, the basics. Stocks & Shares ISA vrs Pension
Here is Pete's 100k views video we reference
https://youtu.be/y-4s1wqwQ7k
- The different savings/investment boxes. ISA, Pension. We also touch on Lifetime ISA's.
-Money Mindset & money decisions are personal, Money is a great servant, but a lousy master.
-Ethical Investing
-We touch on Pensions, more to come next week when I interview Romi Savova, CEO of PensionBee
My new season of videos and podcasts for Mrs Mummypenny Talks is here. I have 13 incredible episodes winging their way to you every week. Each focuses on a chapter of my book The Money Guide to Transform Your Life. I will be talking to best experts in the finance business about each subject area, giving the best guidance and tips on each area.
Pete's social links are here. Along with my book, available for sale from my website or Amazon, also Pete's Book The Meaningful Money Handbook
https://www.instagram.com/meaningfulmoney.tv/
https://twitter.com/meaningfulmoney
Pete's Book - Meaningful Money Handbook
https://amzn.to/3r1Ul0p
You can buy my book here for JUST £9.99. https://www.mrsmummypenny.co.uk/product/the-money-guide-to-transform-your-life/
Or get it from Amazon https://amzn.to/3BUCuuZ
My posts may contain affiliate links which just means I will get a small commission if you decide to sign up/buy ... this in no way affects the price you pay; think of it as you virtually saying 'thanks for sharing'! :)