Pete Matthew & Ramin Nakisa — Live

Ramin sits down live with Pete Matthew, financial planner and creator of Meaningful Money, on Wednesday 7 October at 7pm UK time. We'll talk about Pete's career as a financial planner and how he built one of the UK's best-known personal finance channels. Then Pete turns the tables and asks Ramin about money market funds. In the second half, we'll take your questions, so drop them in the live chat.

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WATCH NEXT
https://www.youtube.com/playlist?list=PLlqeAQqQK7TcG9QNlRJ_QjI8iX_q_I8jo
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DATA SOURCES I USE (these links give new users a special offer and may earn me a small commission)
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✔️ ShareScope & ShareScope Pro: special discount for PensionCraft viewers https://www.sharescope.co.uk/pensioncraftsp

AFFILIATE PARTNERS (these links may give you a special offer and may earn me a small commission)
✔️ Seeking Alpha https://link.seekingalpha.com/56D9CJR/4HKP84/?sub10=Other

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0:00 Welcome Pete Matthew
1:26 How Pete got Ramin onto YouTube
2:27 Bonds aren't safe, they're different
6:48 Short vs long gilts: TR73
8:56 Pete's exit: an employee ownership trust
11:04 Content marketing that works
14:18 Pete's books and podcasts
16:55 AI and why advisers may see fewer clients
22:28 Do you need a financial adviser?
24:23 Why one-off advice is hard to find
26:33 Clients bringing ChatGPT to their adviser
29:40 Q&A: 6 years out, more than 20% in bonds?
34:32 Pay £500k more income tax to save £2m IHT
36:25 Budget rumours and tax-free cash
38:59 DB and DC: who gets the tax-free cash first
40:56 Would you trust AI to retire?
43:24 Why retire at 65?
44:53 You need something to retire to
48:37 The Fault Lines of Finance
52:24 Incentives drive behaviour
54:21 Faith and a firm built on care
57:21 Sleeping at night: the cash buffer
59:24 Money market funds vs a cash ISA
1:01:52 Wrap-up

DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

If you need financial advice, Unbiased, the UK’s leading online directory of financial advisers, can connect you to an Independent financial advisor for free. Additionally, if you use our link to register with Unbiased, your first consultation with a financial adviser is free. https://imp.i337888.net/c/4012142/1936845/11746 (This link provides you with a special offer and we will also earn a small commission)