Podcast Episodes
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Playing Catchup - Retirement planning for late starters
Episode 426
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 ma…
5 years, 2 months ago
Simplifying Pensions
Episode 425
The podcast is currently on hiatus while I plan for Season 20 and also get things in place for the final launch of Meaningful Academy Retirement Plan…
5 years, 2 months ago
Securing an Income in Retirement
Episode 424
The podcast is currently on hiatus so for the next few weeks I will be reviving some older episodes on various topics. This week's old show is about …
5 years, 3 months ago
Young Family Challenges, with Joe Okaly
Episode 421
Young families have lots of things to deal with. Even though my kids are 18 and 21, I still remember juggling childcare with work, making ends meet, …
5 years, 3 months ago
Do Something Great For Your Family, with Once I've Gone
Episode 420
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 on…
5 years, 3 months ago
The Financial Success Checklist
Season 19 Episode 10
When I wrote the MeaningfulMoney Handbook in 2018, I wanted it to be the one book that most people would need to go from zero to hero with their pers…
5 years, 3 months ago
The Financial Decisions Checklist
Season 19 Episode 9
Today I want to give you a framework for decision-making. Obviously the context will be financial decisions, but today's checklist will also serve in…
5 years, 4 months ago
The Financial Advice Checklist
Season 19 Episode 8
As you know, I'm a big proponent of equipping people to make their own financial decisions, believing that anyone, with a bit of encouragement and kn…
5 years, 4 months ago
The Beginner Investing Checklist
Season 19 Episode 7
We don't teach kids how money works, so when you're thinking of getting started with investing, how do you know where to start? Today I want to give …
5 years, 4 months ago
The Portfolio Review Checklist
Season 19 Episode 6
Your investments, if left unchecked, can quickly get out of step with your original intentions for them, so they need to be reviewed regularly. But w…
5 years, 4 months ago