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Listener Questions, Episode 38
Episode 605
It's another Meaningful Money Q&A, taking in the £100k tax trap, splitting pensions on divorce, safely switching investment platforms and much more!
…7 months, 1 week ago
Understanding RISK
Episode 604
This is an important episode. Here, Roger and Pete dive deep into one of the most important subjects for anyone looking to improve their finances to …
7 months, 2 weeks ago
Listener Questions, Episode 37
Episode 603
Welcome to the first podcast of 2026 where Roger and Pete answer more of your varied and interesting questions, covering everything from what to do w…
7 months, 3 weeks ago
Christmas Episode 2025
Episode 603
Join Roger and Pete for a 2025 retrospective where we look into the kind of year it's been and a little bit ahead to 2026. MERRY CHRISTMAS!
Shownote…
8 months, 1 week ago
Listener Questions, Episode 36
Episode 602
Welcome to the last Q&A session of 2025. In this show we cover selling properties to invest in pensions instead, starting to invest for the first tim…
8 months, 2 weeks ago
Listener Questions Episode 35
Episode 601
It's episode 600 of the podcast, not that we're doing much to mark that milestone! We have some excellent questions today, taking in retirement plann…
8 months, 3 weeks ago
Listener Questions Episode 34
Episode 600
We're getting into the groove of doing video podcasts now, and today we have another mixed bag of questions. They include the tax implications of mov…
9 months ago
Budget 2025 - Roger and Pete respond!
Episode 599
Roger and Pete discuss the November 2025 Budget, 24 hours after it was announced by Chancellor Rachel Reeves. We cover the salient points from a fina…
9 months, 1 week ago
Listener Questions, Episode 33
Episode 598
Welcome to another show full of questions form you, the audience and hopefully some meaningful questions from Pete & Roger. This week we have questio…
9 months, 1 week ago
The Retirement You Didn't See Coming, with Dan Haylett
Episode 597
This week I enjoy a brilliant conversation with Dan Haylett, a fellow financial planner and podcaster, and author of The Retirement You Didn't See Co…
9 months, 2 weeks ago