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The Meaningful Money Personal Finance Podcast

Real Stories: Serious Pension Planning

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.81.6K Ratings

🗓️ 6 December 2023

⏱️ 40 minutes

🧾️ Download transcript

Summary

Today we’re going to look at some real stories around pension planning, but not your usual run-of-the-mill pension planning! We’re going to look at SIPPs and SSASs and how we’ve used them to move our clients’ financial plans forward.

Shownotes: https://meaningfulmoney.tv/RS7

Transcript

Click on a timestamp to play from that location

0:00.0

Hi folks and welcome to the Meaningful Money Podcast this is season 26 episode 7.

0:19.0

Here we are once again. Hello everybody. Thank you for joining us and welcome back to the other half of the Burton Ernie show. Mr. Roger Weeks. Hi Pete. Is that anything like Ernie? I'm not quite sure. Have you seen my friend Blue?

0:23.0

I'm really happy.

0:24.0

He was here a minute, I'm really...

0:26.0

Let's stop that right now.

0:29.0

That didn't work very well.

0:31.0

I never thought it would do.

0:32.0

But, um, okay, so anyway, today... That didn't work very well. I never thought it would do.

0:33.0

Okay, so anyway, today we're going to look at some real stories around pension planning,

0:37.4

but not your usual run-of-the-mill pension planning, some more intense stuff, really.

0:40.9

Yeah, because a lot of people don't know what pensions can do. So we're going to look at

0:45.4

Sips and Sasses, what they are, how we've used them in the past to move our clients' financial

0:50.2

plans forward. And as usual, the main body will read a review.

0:53.6

It's been left by listener and this week will answer one of your questions.

0:56.2

We will.

0:57.2

Okay so remember notes and links from today's show are at the show notes which is the only

1:01.1

link you need to remember.

1:02.2

Meaningful Money. TV slash RS7. the show notes which is the only link you need to remember meaningful money

1:02.8

dot TV slash RS7 for real stories episode 7 right let's let's have a

1:08.1

look at some stories first okay you first mate there There's me, this one.

1:13.0

Okay, so a client,

1:15.0

director of a company, very successful restaurateur,

...

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