Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

Summary of KNOW
DO – Take stock
DO – Identify what should NEVER be moved casually
DO – Compare charges properly
DO – Assess the quality of each existing provider or platform
DO – Decide what level of simplicity you actually want
DO – Understand transfer mechanics
DO – Be deliberate about investment strategy AFTER consolidation
DO – Upda...

KNOW – The emotional pull of consolidation
KNOW – What consolidation actually means
KNOW – The strongest arguments FOR consolidation
KNOW – The strongest arguments AGAINST consolidation
KNOW – When consolidation is usually a very good idea
KNOW – When caution is essential
KNOW – The “good enough” middle ground
Summary

Questions Asked

Question 1
Hello gents,

My wife and I are hopefully about 5 years off retirement starting at 60, and thinking about options for gifting. We are both planning to stay within the basic band, but if plans go well we hope to support our kids while we’re still alive with help towards a house deposit or similar. Am wary that a large wit...

Questions Asked

Question 1
Hello Pete & Rog. Thanks for the wonderful podcast

I will keep it as brief as possible as it means hopefully you can squeeze more content for your listeners.

I am a 35 yr old renting in London with a salary of approximately 35k and would consider buying my own place if I could build up enough of a deposit.