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Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

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In this video, I explain how to think about bridging the gap between early retirement and the State pension kicking in. There are potential pitfalls to look out for and tax implications of course.

Now, here's the problem: the gap between when many people want to retire and when their State Pension kicks in is getting wider. You may have some other pensions payi...


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– What People Think Financial Advisers Do (and Why That’s Incomplete) – The Structure of a Modern Advice Firm – Career Progression – Qualifications and Regulation (The Reality, Not the Myth) – Routes Into the Profession – The Economics of Advice (High-Level) – Who the HARD Side Will Appeal To


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Questions Asked

Question 1 Hello to Roger and his trusty sidekick Pete,

Hi Roger and Pete,

Long time listener, first time questioner. My wife and I have both earned in excess of £100k for a few years now, meaning I am acquiring a peculiar set of skills on the various ways to use pension contributions, rollover allowances, gift aids, etc to keep us bot...


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Everything you need to KNOW

– Market & investment risks (the ones everyone worries about) – Inflation & purchasing power risk (the silent wealth killer) – Behavioural risk (where most damage is actually done) – Planning risks – when the structure is wrong – Life risks that derail even the best plans – The risk nobody talks about: building the wrong life

Ev...


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Questions Asked

Question 1 Hello to Roger and his trusty sidekick Pete,

Only kidding Pete, but it will make Roger feel good briefly

I must credit the pair of you for your continued dedication and commitment to educating the wider population on all things financial.  I have gone from strength to strength in planning my retirement with the guidance...


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