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Big Ideas: PIPSIO - The Order Of Financial Priorities

Big Ideas: PIPSIO - The Order Of Financial Priorities

Released Wednesday, 27th March 2024
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Big Ideas: PIPSIO - The Order Of Financial Priorities

Big Ideas: PIPSIO - The Order Of Financial Priorities

Big Ideas: PIPSIO - The Order Of Financial Priorities

Big Ideas: PIPSIO - The Order Of Financial Priorities

Wednesday, 27th March 2024
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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

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The Meaningful Money Personal Finance Podcast

65
Pete Matthew discusses and explains all aspects of your personal finances in simple, everyday language. Personal finance, investing, insurance, pensions and getting financial advice can all seem daunting, but with the right knowledge and easy-to-follow action steps, Pete will help you to get your money matters in order.Each show is in two segments: Firstly, everything you need to KNOW, and secondly, everything you need to DO to move forward on the subject of that episode.This podcast will appeal to listeners of MoneyBox Live, Wake Up To Money, Listen to Lucy, Which? Money and The Property Podcast.To leave feedback or ask a question, go to http://meaningfulmoney.tv/askpeteArchived episodes can be found at http://meaningfulmoney.tv/mmpodcast

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