The Meaningful Money Personal Finance Podcast
Business:Investing
Today we’re covering the ideal order of financial priorities, something Pete and Rog learned early on in their financial planning training. The order was summarised by the acronym PIPSIO
Protection
Income Protection
Pensions
Savings
Investments
Other
PIPSIO is nothing more than a useful mnemonic, but it really does serve a purpose. I still remind the advisers at Jacksons of it now and again.
Shownotes: https://meaningfulmoney.tv/BI9
The Four Cornerstones of Financial Wellbeing, with Chris Budd
Big Ideas: Do you need advice?
Big Ideas - Time IN The Market
Big Ideas: Planning Over Products
Big Ideas: Prioritising Today
Big Ideas: Behaviour is EVERYTHING
Big Ideas: Looking After No. 1
Big Ideas - Simplicity
Big Ideas: Compounding
Big Ideas: Businesses and Bricks
Pathfinders, with JL Collins
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Real Stories: Equity Release
Real Stories: The Shape Of Retirement
Real Stories: Serious Pension Planning
Real Stories: Preparing for Death
Real Stories: Inheritance Tax Planning
Real Stories: Protection Inspiration
Real Stories: How Much Is Enough?
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