This week we want to look at one Real Story of a planning journey with a client that has seen some highs and lows. It’ll demonstrate the power of a relationship with a trusted financial planner, and also what can go wrong when someone tries to get too clever.

Shownotes: https://meaningfulmoney.tv/RS2

Investment Cheatsheet: https://meaningfulmoney.tv/investment

Real Stories: Good Planning, Bad Tax Schemes

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Pete Matthew discusses and explains all aspects of your personal finances in simple, everyday language. Personal finance, investing, insurance, pensions and getting financial advice can all seem daunting, but with the right knowledge and easy-to-follow action steps, Pete will help you to get your money matters in order.

Each show is in two segments: Firstly, everything you need to KNOW, and secondly, everything you need to DO to move forward on the subject of that episode.

This podcast will appeal to listeners of MoneyBox Live, Wake Up To Money, Listen to Lucy, Which? Money and The Property Podcast.

To leave feedback or ask a question, go to http://meaningfulmoney.tv/askpete

Archived episodes can be found at http://meaningfulmoney.tv/mmpodcast

Real Stories: Good Planning, Bad Tax Schemes

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