Quick Wins with Platforms, Wrappers and Investments

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.8 • 1.6K Ratings

🗓️ 3 November 2021

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

There's a real lack of understanding about the roles of platforms, accounts and investments in your wealth-building. Our goal today is to make sure you know what all these moving parts do, and how best to optimise them for your future success.

Transcript

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0:00.0	Hi folks and welcome to the Meaningful Money Podcasts is Season 21, Episode 1.
0:13.9	Hello, hello, great to have you with me once again.
0:16.0	Actually, it's great to have you with us, come to that in a minute.
0:19.7	Welcome to a brand new season of the Meaningful Money Podcasts is Season 21
0:23.6	and here's a strange voice.
0:26.2	This season is called Quick Winds and the idea is that we dig into a particular subject
0:30.0	each week and give you a ton of clear actionable steps you can take to make solid progress quickly.
0:35.6	We'll still give you everything you need to know first, so you have some context,
0:39.6	but the emphasis will definitely be on what you need to do.
0:41.9	There you go, that strange voice is a little bit different,
0:44.9	but you might remember it from the last episode of last season,
0:47.8	which I had a ton of good feedback from, so I thought I'd ask him back, so welcome.
0:52.7	This is my good buddy, Roger Weeks, good to have you, mate.
0:55.4	Hi Pete, yeah, good to be back here.
0:57.9	This is so weird.
0:59.0	Actually pressing record is like, okay, now we actually have to do it.
1:02.8	We've been talking about it for a long and a half, how much after do it?
1:05.9	I'm just amazed that after the last episode we did,
1:09.0	you haven't had such bad figures that you've called me back.
1:11.3	Yeah, that's right.
1:12.0	Yeah, the download figures plummeted by half, but that's okay.
1:16.0	It's going to be fine, but it's great to have you with me.
	...

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