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The Meaningful Money Personal Finance Podcast

You Don't Need An Adviser

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.81.6K Ratings

🗓️ 13 October 2021

⏱️ 45 minutes

🧾️ Download transcript

Summary

Time to round off Season 20 of the Meaningful Money Podcast and this time, my guest is me! As I can’t really interview myself, I’ve called in my best mate Roger Weeks to guide the episode. My One Big Thing - the title of this season - is that most of us don’t need to instruct an adviser to make serious headway with our finances.

Transcript

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0:00.0

Hi folks and welcome to the Meaningful Money Podcast this is season 20 episode 10.

0:13.6

Here we are once again, great to have you with me. Thank you so much for joining me.

0:16.4

It's time to round off season 20 of the Meaningful Money Podcast and this time

0:21.1

my guest is me. And as I can't really interview myself, I've called in my best

0:26.2

mate Roger Weeks to help guide the episode along. A little bit longer show than usual,

0:31.3

so I'll skip the review afterwards, briefly tell you what's going on in the next few weeks

0:38.4

because this is the last episode of this season. But really the whole raison d'être of

0:43.7

Meaningful Money is to empower you, the audience, to grasp enough about personal finance

0:48.9

to be able to help yourselves. And at least this side of retirement,

0:52.9

not to need the services of an advisor. And that's really my one big thing, which is the

0:57.3

title of this season, is that most people don't need an advisor. And Roger and I chat about why

1:02.4

most of us don't need to instruct an advisor to make serious headway with our finances. So I hope

1:07.6

you enjoy it. Remember notes and links from today's show, they're all at the show notes,

1:12.0

which is the only link you need to remember. Meaningful Money.tv slash Big 10, BIG 10. Meaningful Money.tv

1:19.2

slash Big 10. Here is my conversation with me and Roger Weeks.

1:26.0

Well, this is a little bit different. I've kind of, I suppose, done something like this before,

1:30.2

but welcoming my good buddy Roger Weeks to the Meaningful Money podcast, Roger, how are you?

1:35.2

I hope you, yeah, fine, thank you. The world's most Cornish man.

1:39.6

Until you speak to my brother and then you realise how Cornish I'm not really.

1:42.8

Yeah, long time listeners will remember Roger to join me on podcast,

1:46.0

yonks ago talking about pensions. Roger was recently retired from Jackson as well.

1:52.9

Not all envious about that. But I've dragged him back in to help me with this show. This is

...

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