meta_pixel
Tapesearch Logo
Log in
The Meaningful Money Personal Finance Podcast

Real Stories: Equity Release

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.81.6K Ratings

🗓️ 20 December 2023

⏱️ 51 minutes

🧾️ Download transcript

Summary

Today we’re going to talk about Equity Release, and contentious subject for some but a useful tool in financial planning for older folks who are asset-rich, but cash-poor. We’ll recount a couple of real stories from our own experience as advisers and then go over what you need to know and do about using Equity Release for your own financial planning or for your older family members, perhaps.

Shownotes: https://meaningfulmoney.tv/RS9

Transcript

Click on a timestamp to play from that location

0:00.0

Hi folks and welcome back to the Meaningful Money Podcast this is season 26 episode 9.

0:07.0

Yes welcome back everybody. It's Christmas week. Hope you've done everything

0:17.5

that you're meant to have done by now and everything's ready for the festive

0:20.3

season. How about you, Rod? You've done all your shopping?

0:23.0

Well, yeah, I'd like to say I think so, although I still need to finalise well and get in overall for

0:27.5

Jenny. It's the 18th of December. Should you not have thought about this by now?

0:30.5

Yeah, I've been thinking about it, it's just getting around and doing it is that you just make sure you get

0:35.1

everything for everybody else yeah but terms but no matter when you start the 25th

0:39.3

seems to race towards you it does for sure I mean mean, I like to joke that I've done all my Christmas shopping

0:46.0

for the one person that I have to buy. I have an amazing wife who is a good job for her

0:51.6

because otherwise everybody just get envelopes we checked in.

0:54.3

Yeah or gift factories.

0:56.3

Yeah, exactly.

0:57.3

But today, less the more mundane things, we're going to be talking about equity release and

1:01.9

contentious subject for some but a useful

1:04.6

tool in financial planning for older folks who are asset rich but cash poor.

1:08.2

Yeah, so as usual we've got a couple of real stories from our own experience as advisors and

1:13.7

then we'll just go over what you need to know and do about using equity

1:16.4

release for your own financial planning or for that of your older family

1:20.3

members perhaps yeah as usual after the main body we we read a review that's been left by a listener

1:25.0

and answer one of your lovely questions.

1:27.0

They are lovely.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Pete Matthew, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Pete Matthew and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.