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My thoughts on the Vanguard SIPP
My thoughts on the Vanguard SIPP

This week is a big deal for many wealth-builders because it marks the official release of a pension plan by Vanguard, the darling of the FIRE movemen…

6 years, 6 months ago

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Getting Current
Getting Current

Season 16 Episode 3

We spent some time last week talking about refining our vision and setting our goals for retirement. Now we know where we're going, we need to just s…

6 years, 6 months ago

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Capital Gains Tax Planning
Capital Gains Tax Planning

Last week we went over the basic rules of Capital Gains Tax and how it works. Like any set of rules, there are planning angle you can consider to min…

6 years, 6 months ago

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Refining Your Retirement Vision
Refining Your Retirement Vision

Season 16 Episode 2

Before we reach retirement, it helps to have a vision of what it might look like. In this season we're dealing with the things you need to think abou…

6 years, 6 months ago

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Capital Gains Tax (Updated for 2020)
Capital Gains Tax (Updated for 2020)

Bizarrely, one of the most frequently- watched videos on my YouTube channel is one from 2010 simply called Capital Gains Tax. Not much has changed si…

6 years, 7 months ago

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What Is Retirement?
What Is Retirement?

Season 16 Episode 1

Here we are with a brand new season of the MeaningfulMoney podcast, all about the run-in to retirement after a life of building wealth. Today I want …

6 years, 7 months ago

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Preparing to take control under power of attorney
Preparing to take control under power of attorney

If you're preparing to take over control of your elderly relative's finances it can seem properly daunting. So let's look at some things which you an…

6 years, 7 months ago

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The Dangers of Buy Now, Pay Later
The Dangers of Buy Now, Pay Later

Episode 358

Buy Now, Pay Later schemes have always been around, but they seem to be gaining in popularity and are presenting a danger, particularly to young peop…

6 years, 7 months ago

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Lasting Powers Of Attorney
Lasting Powers Of Attorney

A power of attorney is an important part of pretty much everybody's financial planning, or should be. But it's especially the case for elderly parent…

6 years, 7 months ago

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The Bank of Mum and Dad
The Bank of Mum and Dad

Today my guest is Mark Bogard of Family Building Society. They reached out to me because of some research they have done into the cost of supporting …

6 years, 7 months ago

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