Seven Golden Rules for EVERY Life-Stage

Today’s show marks the end of 18 months of podcast seasons dealing with the major financial life stages. We’ve gone from millennial finance all the way through to retirement planning and in that time lots of common themes have come through. Today I want to tie everything together with some golden rules for personal finance.

[minimad]

A lightbulb moment for me this video. Thanks Pete

[jamesholliday]

I've just found this channel and it is amazing. Thank you.

[willlsmith]

Great to have the main man back on would like to see more on them moving then..what you can and can't do in each year

[katemchendry]

Fantastic and can I just say that Meaningful Academy is transformational! Thanks so much Pete, take care of yourself 😊

[Dazzy]

Good video uncle Pete and v informative. Cool to see that your Karman Ghia made an appearance...

[hemaalam]

Hi Pete. As always, thanks for the informative video!

I have a questions about multi-generational planning which you covered in this series. I'm approaching multi-generational planning from a different perspective as I want to save up for a (financially illiterate) parent rather than children/grandchildren. Would the advice about trusts still hold in this case or should it be tackled using different tools and tactics?

I hardly every hear this topic being discussed in the world of personal finance (granted it's a very niche subject) but it would be great if you could do a video/podcast on this.

[Grandad]

Mr Mathew I have just found your very interesting channel, and am now subscribed to it. I have a question that perhaps you can answer for many of us out here !!!! - - I have recently become interested in Investment trusts and ETFs. However I cannot find any that give out a MONTHLY Income that would supplement my pension. Can you help?

[andrewrobinson]

Subtitle fun: ".. Isis subscriptions... ". 🤔🤯🤣🤣