The Meaningful Money Personal Finance Podcast

Benjamin Franklin apparently said that there are only two certainties in life, death and taxes. Today I want to look at the tax you may be paying, and how to make the best of the various tax allowances available.

Today I want to look at where Meaningful Money has come, what’s going on right now and where I want to take it. Call it a state of the nation speech for your favourite financial education channel.

Today’s show is from May 2019 and was part of the New Accumulators season, Season 14. It’s a plea to take planning seriously before diving into an investment regime which, without planning, would be just done in the abstract. Investing without purpose is crazy, aimless and will never succeed because there are no goals to measure its success against.

This week’s oldie-but-a-goodie is from way back in 2016 where I covered some tips on how folks who are coming to the party somewhat late can still make a big difference to their eventual retirement outcomes.

In my 20-odd year career as a financial planner, I have worked with many bereaved clients who have lost spouses, partners, parents and other loved ones. Obviously, the emotional impact is profound, but this is often compounded by the additional pressure of having to go through someone’s financial and other affairs to get things straight. This process is always made so much easier if the person who has died was organised beforehand. And essentially, that is what the company Once I’ve Gone are helping people to prepare, but I’ll let Ian Dibb, Founder and CEO of the company explain more.