Real Stories 1: Market Timing

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.8 • 1.6K Ratings

🗓️ 25 October 2023

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today we begin a new season which will be a bit different, because we’re going to cover some real stories from our years in the financial advice profession. The idea is that the first part of each episode will be going over one or more examples of real client situations and in a particular area of financial planning - all anonymised of course - and from those we can draw some lessons and other salient points for your information and action.

Shownotes: https://meaningfulmoney.tv/RS1

Transcript

Click on a timestamp to play from that location

0:00.0	Hi folks, and welcome to the meaningful money podcast.
0:02.1	This is season 26, episode one.
0:12.9	Yes, indeed. Welcome back to you after a couple of weeks off.
0:16.2	Welcome back to Mr. Roger Anthony Weeks.
0:18.4	Are you rested and refreshed, Roger?
0:19.9	Yeah, certainly, I'm Pete, but the break between podcast seasons
0:22.8	like the life in general seems to race by.
0:24.4	Do you think it does?
0:26.0	Far too quick, but we're glad to be back.
0:28.1	Oh, it's so glad to be back.
0:29.3	Honest, honest.
0:31.5	So today, we begin a new season, which will be a bit different for us,
0:34.9	because we're going to cover some real stories
0:36.6	from our combined years in the financial device profession.
0:39.9	Good editing there.
0:41.2	It's over half a century between us, right?
0:43.0	Yeah, and it's level, actually, I've not got more than you.
0:46.2	That's true, we joined on the same day.
0:47.7	Yeah, we did.
0:48.4	Even though you were in banking before.
0:49.9	Yes, so good quiz.
0:51.2	I financial services, possibly.
	...

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