75. Simplify Your Money with Pete Matthew

When we keep things simple, we get stuff done. Fact!
This episode is looking at how to apply this to your money. And who better to help us with simple actionable money tips than Pete Matthew, of the Meaningful Money podcast.
Pete is the king of keeping it simple and getting stuff done so we're very excited he's joined us for this episode. Check out Pete's podcast in the link below.

We'll be answering questions on:
1. How to simplify your pensions (handy checklist below)2. How to simplify your paperwork
3. The most common way we accidentally over-complicate money
4. Simplify your thinking
5. Simplify your spending plan (a budget that works linked below)6. Our all time favourite quick wins clients have fallen in love with

SPECIAL GUEST: Pete Matthew is a 25-year veteran Chartered Financial Planner, CEO of Jacksons in Penzance, husband to Jo and Dad to two grown-up daughters.
In 2010 he picked up a video camera and shot the first video for what would become Meaningful Money. Since then the YouTube channel has clocked up over 4 million views and the podcast has been downloaded 6 million times.
For Pete, financial planning is a life skill that should be taught in school and the workplace, but in the absence of that, his goal is to provide as much information as he can, so that ordinary people can help themselves become financially free.
Meaningful Money Podcast
Meaningful Money YouTube

Pension checklist https://meaningfulmoney.tv/2021/03/16/uk-pensions-checklist/

Budget planner https://meaningfulmoney.tv/budget-planner/

YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.

Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CAFE EXPERTS:
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.
Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.

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