AJ Bell Money Matters

Get financially fit for 2022

On this special episode Laura Suter and Danni Hewson are joined by Money Matters team member Jenny Owen. They talk through tips to help you make the most of the New Year by taking a fresh look at your finances.

From simply writing down your incomings and outgoings to cancelling rogue subscriptions, tracking down lost pension pots and finally signing up and using those cash back reward schemes, there’s something to get everybody financially fitter. Small steps can make a big difference, especially when life is so uncertain and prices keep going up. Plus, Laura hears a few of the team’s personal finance confessions.

Finances and relationships

On episode five of the Money Matters podcast, Laura and Danni talk about how your financial situation can impact your relationship. This Christmas, there’s more pressure than usual to make the festivities go with a bang – but if that bang sends you way over budget, it can create tension. Particularly if one of you earns more than the other, or if one’s a saver and the other a spender.

We hear from Peter Saddington from Relate about what couples can do about this, and why it’s important both partners have equal power over the family finances. We also get your top tips for enjoying the season without the financial hangover.

Get sassy with your pension planning

In episode four we meet Rachel Peru and Annie Stirk: the ladies who created 'Silver and Sassy' to help change people’s perceptions about women of a certain age. They talk candidly about navigating pension minefields, and the importance of thinking about the life you want to live when you retire. We also talk to AJ Bell’s senior technical consultant Rachel Vahey about some of the pinch points you need to look out for, and ways to help maximise your pension pot.

Money doesn‘t need to be a taboo subject

In episode three we meet maths teacher Bobby Seagull. Hear why he thinks it's society holding back our financial education, how it's changing and his golden hour for financial management success. We also talk to two students and hear how they navigate their first financial responsibilities, how they got financially educated and the taboos we all still face when it comes to talking about money. 

If you'd like to watch the recording of our  podcasts and interviews, head over to the Money Matters video hub where you'll find all recordings of our podcasts to watch back. 

Georgia Taylor-Brown and financial planning for the self-employed

We talk to Georgia Taylor-Brown about her Olympic triumphs and what it's meant for her financial future being self-employed. You'll also get pension tips for the self-employed, as well as what you should think about if you're planning a family, and how saving for your pension could save you tax.

If you'd like to watch the recording of our podcasts and interviews, head over to the Money Matters video hub where you'll find all recordings of our podcasts to watch back.

Understanding the investment gap & first time investor fears

In our first episode of the AJ Bell Money Matters podcast we talk to Baroness Helena Morrissey, AJ Bell's chair-elect and the woman spearheading our Money Matters campaign. She tells us what it's like to make a career in the male dominated world of finance, and why the gender investment gap exists. We also meet some first time investors and find out what was stopping them, why they're confident with investing.

If you'd like to watch the recording of our podcasts and interviews, head over to the Money Matters video hub where you'll find all recordings of our podcasts to watch back.