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The Meaningful Money Personal Finance Podcast

An Update from MeaningfulMoney

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.81.6K Ratings

🗓️ 3 August 2022

⏱️ 11 minutes

🧾️ Download transcript

Summary

In this short update, I wanted to let you know a bit about what's going on with me and MM, plus explain why I'll be taking a break from the podcast for a few weeks...

Transcript

Click on a timestamp to play from that location

0:00.0

Hi folks and welcome to the Mini4Money Podcast. This is session number 463 but it's not really a proper session

0:06.4

I don't know really if I should give it a number or not but I'm gonna just dispense with the music

0:12.0

get straight into it because I wanted to just give you an update on what's going on

0:15.5

bit of an explanation about why season 23 is taking a while longer than I'd hoped

0:21.2

so I'm not gonna keep you along it will probably be five, six minutes something like that

0:24.9

but just as context I'm sure many of you know that Mini4Money is not my full-time job by any stretch

0:32.8

I essentially do what I do on this podcast on the YouTube channel and everything in a day or

0:39.2

week plus a couple of evenings my main full-time job is Jackson's wealth manager and I'm CEO of

0:45.6

financial planning practice down in Pensancing Cornwall and I have seven advisors including me

0:52.4

I'm still looking after 300 plus client families personally I have 12 support staff to support me

1:00.5

and the other advisors in that and Jackson's has definitely reached a kind of a tipping point

1:05.7

right we either stay where we are and stagnate a little bit potentially and that would be okay

1:12.2

that's you know perfectly reasonable option to sort of stay where we are for now but the other

1:17.8

option of course is to keep growing and that's where I think you know we want to be that's

1:23.8

what we want to put our energies into to that end last year I took on practice manager Lady

1:29.2

Cosharan who's just transformed the place and has made me excited about Jackson's again and what

1:35.0

we could be financial advice financial planning generally doesn't have a great reputation not without

1:41.9

good reason and we basically want to build the best financial planning business we can

1:49.2

the best financial planning business in the country where people are following themselves

1:53.8

falling over themselves to work with us to have us as their advisors but also falling over

1:58.3

themselves to come and work for us so we're you know looking to make it an amazing place to work and

2:03.5

to be in all kinds of ways pursuing be corpse status want to be carbon neutral all that sort of

...

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