Building Wealth: Next Steps
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 11 January 2017
⏱️ 35 minutes
🧾️ Download transcript
Summary
Last week we covered the basics of wealth building, the first steps along the way. This week we need to move that on, and look at the next steps you can take as you gain experience and portfolio value over time.
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This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk
Building Wealth: Next Steps
MeaningfulMoney has to cater to a very large audience, and as such it is often necessary to repeat the basics. But eventually, you'll need to expand your horizons. For those in the position of taking the next steps, this session is just for you.
In this session, you'll discover:
- That there's nothing new under the sun
- That you might need to consider options which are naturally outside your comfort zone
- Why the long-term view is the best perspective
- Some alternative tax wrappers you might find useful beyond pensions and ISAs
- Some alternative asset classes to consider
- A tax tip which can save you thousands on a larger portfolio
- Why gearing is useful when used in moderation
- Why your growing experience is the one of the most useful tools you can bring to bear
Resources mentioned in this show
Podcast: Advanced Investing
Podcast: Peer to peer lending
Podcast: Listener Questions Answered (including a question about private investing)
Podcast: Building Wealth in a Low-Return World
Join the conversation
I love to read and respond to your comments, so please do join in and share.
Question: Have you tried any of these wrappers or asset classes? How was your experience?
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Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hi folks and welcome to the Meaningful Money podcast, season four, episode six. |
| 0:05.0 | Now, our next step is to find the ghost. |
| 0:15.2 | This is the podcast dedicated to helping you put your finances in order. |
| 0:20.3 | My name is Pete Matthew, and I'm going to share with you everything you need to know and put your finances in order. My name is Pete Matthew and I'm going to |
| 0:21.7 | share with you everything you need to know and everything you need to do to secure your financial |
| 0:26.5 | future. I'm here to help you make sense of money. Here we are once again, folks, recording in my bedroom. |
| 0:40.6 | Again, apologies for that. |
| 0:42.6 | Hopefully the quality is acceptable to you. |
| 0:46.1 | It's somewhat disheartening that it can sound quite as good as it does on a 25-pound USB headset |
| 0:52.7 | when my usual recording rig is well over a thousand |
| 0:56.7 | quid but never mind such is life but great to have you with me once again |
| 1:01.7 | continuing our season on building wealth and last week we covered the basics of |
| 1:06.8 | wealth building the first steps along the way and this week we need to move on |
| 1:10.5 | from there look at the next steps you can way. And this week, we need to move on from there. |
| 1:11.0 | Look at the next steps you can take as you gain experience and as you gain portfolio value |
| 1:15.9 | over time. So as usual, after the main body of the show, I'll look at some reviews that |
| 1:21.2 | have been left recently, announce what we're going to be talking about next time. But before all |
| 1:25.5 | that, remember, this podcast is brought to you with the help of |
| 1:28.2 | my friends at Seven Investment Management. They are a firm of investment managers based in London, |
| 1:32.8 | and they specialize in multi-asset investing, which brings institutional investing techniques to ordinary |
| 1:38.0 | people, just like you and me. Seven I am, continue to put their name to my show, continue to help |
| 1:43.0 | me out financially because they believe what I'm doing, in what I'm doing, trying to my show, continue to help me out financially, because they believe |
... |
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