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The Meaningful Money Handbook

Everything you need to KNOW and everything you need to DO to secure your financial future

By Pete Matthew

Paperback £12.99 / $19.99
eBook £9.99 / $14.99
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The Meaningful Money Handbook

Everything you need to KNOW and everything you need to DO to secure your financial future

By Pete Matthew

Jacket text

In The Meaningful Money Handbook, personal finance expert and podcaster extraordinaire Pete Matthew guides you through everything you need to KNOW and everything you need to DO to build a secure financial future for yourself and your family.

This is achievable for everyone by following three simple steps:

1. Spend less than you earn and clear debt.
2. Insure against disaster.
3. Build up your savings and invest wisely.

You will learn:

• How to get out of debt as quickly as possible.
• Techniques for good financial control, so you can avoid getting into debt again.
• The importance of insurance for laying down a foundation on which to build a solid financial plan, which isn’t washed away by an unexpected disaster.
• How to save and invest simply and efficiently so that you can work your way towards future financial freedom.

No matter your starting position, or your existing level of comfort with dealing with your money, Pete Matthew’s calm, straightforward and jargon-free approach will appeal to you and help you to set out on the right path.

The Meaningful Money Handbook is a practical guide to succeeding with money by cutting out the stuff you don’t need to know, and clarifying the essential things you need to do, to make a real difference to your life.

Don’t put it off any longer – pick up this book and start to take a meaningful approach to your money today.

About the author

Pete Matthew is a happy and content husband and father of two teenage daughters, plus one canine daughter, a Jack Russell called Maisy. 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 and Certified Financial Planner and Managing Director of Jacksons Wealth Management 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, after reading a book called Crush It by Gary Vaynerchuk, 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 1.5 million times, with over 265 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.

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

Reviews

Pete is great at translating money matters into jargon-free, practical advice and he’s very honest about his own financial foibles…Well worth a read.

Faith Archer, Much More With Less

Pete has shared more financial wisdom with more people than anyone I know. He is not only a credit to our mighty profession, he’s a credit to humanity. He’s on a selfless pursuit to assist those who are willing to take ownership of their financial futures. Money is invisible and financial success is about working on future problems. Pete brings these subjects to life and caringly tells you what you need to know and more importantly what you need to do. This book is long overdue; it deserves to be a bestseller.

Andy Hart, Maven Adviser and host of the Maven Money Podcast

This is not a book for experts; it is a book for everyone. Pete is a rare breed – an expert who speaks in plain terms

Chris Budd, Author of The Financial Wellbeing Book and The Eternal Business

As a marketer, I have a career-long obsession with keeping things simple whether it’s a product, process or just the language we use in communications. I don’t think the financial services industry is any good at this which is why many people don’t think about their finances. A lack of financial education on the school curriculum adds to the problem. Pete Matthew has written the best “simple” guide to personal finance I’ve ever read. Not only will it help people of all ages understand and take control of their finances, I think it deserves to become a text book used in schools to give students a financial foundation for their future.

Roger Edwards, Marketing Consultant and host of the Marketing & Finance Podcast

Pete is a personal finance force to be reckoned with and this is THE book you need to get control of your money. Read this book and learn what really matters about money from one of the best personal finance podcasters on the planet.

Martin Bamford, Chartered Financial Planner and host of Informed Choice Radio

Pete has been churning out high quality content for years now and he is a financial planner I respect. He is well known for combining wisdom with simplicity and this is a big feature of the book. He has built financial plans for hundreds of his clients and it is great to get that human perspective within this book which offers more than just theory. This book offers insight and advice for every part of your finances.

Adam Carolan, Managing Director of Xentum and Cofounder of NextGen Planners

I just love Pete’s work and Meaningful Money has been simply outstanding in making the complex simple. The tone, language and the delivery style are refreshing and promote engagement every time. Can someone please put Pete in charge of educating our society on money matters!

David Ferguson, Founder and CEO of Nucleus Financial Group

I’ve been following Pete’s work with Meaningful Money since the very first video, into the podcasts and now the book. He has a unique way of explaining all about money and finance that’s easy to understand and enjoyable at the same time. The book is a great guide for anyone at any stage of their financial life.

Richard Allum, Founder of The Paraplanners

Pete is one of the true good guys in the world of finance. Knowledgable, approachable with a talent for making money management accessible to the public. His book is the next logical step for Meaningful Money. A practical guide without waffle from a man whose services I have personally recommended. I have no doubt it will improve the lives of those who read it.

Damien Fahy, Founder of MoneytotheMasses.com

A beautifully written book explaining complex financial matters in such a simple way, very down to earth just like Pete Matthew. I love the language Pete uses, everything you need to know and everything you need to do. It says it on the tin, there is nothing fancy, just common sense uncomplicated guidance. A great read.

Lynn James AKA Mrs Mummypenny, Personal Finance Blogger

Media coverage

From Money Marketing:

There are obviously many more out there, but these are two fantastic examples of what is possible. Pete Matthew also continues to deliver massively engaging client-centric material via his superb Meaningful Money podcast.

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From Make Save Invest Money:

Want to know why I think The Meaningful Money Handbook is the must read book for this year? Below, I am going to share with you my thoughts on this personal finance book and why you should read it. If you are eager to expand your knowledge on; spending less than you earn, protecting yourself… Read more »

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From What Investment:

This is a very practical, down to earth guide to financial planning written by a professional and highly reputable independent financial adviser.

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From The Evening Standard:

In contrast another money expert, Pete Matthew the author of the Meaningful Money Handbook, said that the salary Ms Teasdale discussed should be enough for one person.

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From Much More With Less:

Pete is great at translating money matters into jargon-free, practical advice and he’s very honest about his own financial foibles (techie gadgets, anyone?)…Well worth a read.

Read More…

From The Dollar Build:

In reviewing The Meaningful Money Handbook, I bring to you my favorite personal finance personality, someone most Americans haven’t yet heard of — Pete Matthew. Pete is a top resource for folks of all ages looking to better understand their finances. In 2012, Pete launched the Meaningful Money podcast and began reaching a wider audience.… Read more »

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From The Money Whisperer:

I’ve just finished ‘The Meaningful Money Handbook’ by Pete Matthews which came out last week and I wanted to share my thoughts on what is probably the most practical personal finance book I have read in a while. It’s joining several other personal finance reads on my recommendations list because of its easy to read… Read more »

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From The Independent:

Written by personal finance expert Pete Matthews, The Meaningful Money Handbook manages to cram everything you need to know about making sense of your finances into one practical guide. Clearly structured by three rules (spend less than you earn; insure against disaster and build up your savings), Pete tackles all of those questions we keep… Read more »

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From Informed Choice Radio:

And I’ve no doubt it will become a bestseller. The book is out today, Monday 17th September, and we’re publishing this episode to coincide with the publication. I’ve read it, it really is very good indeed. So good that my testimonial is on the front cover. In The Meaningful Money Handbook, Pete guides you through… Read more »

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Contents

About the author
Acknowledgements
Foreword by Justin Urquhart Stewart
Prologue
Preface

Introduction
The Money Mindset
The Three Steps to Financial Success

Step 1 – Spend Less Than You Earn
Why Bother to Budget?
Spend Less than You Earn
Getting Out of Debt
Pay Yourself First
Dealing with Setbacks and Challenges

Step 2 – Protect Against Disaster
Lay a Solid Foundation
Life Insurance
Critical Illness Insurance
Income Protection Insurance
Building a Protection Programme
Wills, Trusts and Powers of Attorney

Step 3 – Invest Wisely
Saving and Investing
Risk, Timescale and Reward
Asset Classes
Funds
Wrappers
Platforms
A Word About Tax
Practical Investing

Staying the Course
When and How to Use a Financial Adviser
Over to You



Published: 17/09/2018
Edition: 1st
Pages: 224
Formats: paperback - ISBN 9780857196514
ebook - ISBN 9780857196521
Media enquiries

If you’d like to get in touch with the author for interview or comment, or you’d like a review copy of this book, please contact us at pr@harriman-house.com or call +44 (0)1730 233870.

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