Episode #24: The importance of financial planning with Pete Matthew

24/02/2014 30 min
Episode #24: The importance of financial planning with Pete Matthew

Listen "Episode #24: The importance of financial planning with Pete Matthew"

Episode Synopsis

Pete Matthew is a chartered financial planner and has long been interested in property.
He set up the Meaningful Money website and podcast, and has a passion for educating people and helping them plan financially for their future.

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In this interview, you’ll learn:

Why Pete believes in investing in pensions as well as property
Why Pete feels pensions are still an efficient saving plan
Why thinking of your property as a pension isn’t straightforward
The importance of asset allocation
Why you should aim to get rich slowly, rather than get rich quick
How to split your investments
Why you should have an emergency fund
How to plan for retirement
Why passing property portfolios to your children isn’t always as easy at it seems
Why you should start planning financially as early as possible
Why you need to spend less than you earn
Tips for getting good financial advice

Episode resources

Pete’s Meaningful Money website
Jacksons Wealth Management
Sign up for your FREE account at The Property Hub!
Order your copy of my new book Beyond the Bricks now!

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