The Meaningful Money Retirement Guide

Pete Matthew is a happy and content husband and father of two adult daughters, plus two canine daughters that he loves more than his kids. He plays piano and drums, and has recently taken up ballroom dancing lessons. He’s also a super-nerd, who likes nothing more than unboxing the latest piece of tech ‘guaranteed’ to make his life that little bit easier.

He is a Chartered Financial Planner and CEO of Jacksons Wealth in Penzance, Cornwall. Jacksons has been serving the financial planning needs of local families and businesses since 1923, surely making it one of the longest-established private financial advice companies in the UK.

In 2009 Pete decided he wanted to take the message of simple financial planning to a wider audience. He began recording short videos in the Cornish countryside, answering questions such as ‘What is a pension?’, ‘What is an ISA?’ and ‘Why would you have one over the other?’

The videos gained some traction, but after creating over 300 of them, Pete switched to the emerging medium of podcasting in 2012, and that’s when things went a bit crazy.

The MeaningfulMoney Podcast has now been downloaded well over 7.5 million times, with over 550 weekly episodes in the can. He receives emails from listeners every day reporting how they have transformed their financial lives using the tools that Pete has provided via MeaningfulMoney. The YouTube channel now boasts 125,000 subscribers and 250,000 monthly views.

15 years on, the Meaningful Money project continues to be a labour of love, and this book is an extension of that project.