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Welcome to Zomi Wealthcast, your go-to podcast series for in-depth conversations with seasoned finance professionals.
In each episode, we explore emerging trends, innovative technology, and career-building insights within the financial services industry – perfect for aspiring advisers, industry veterans, and anyone curious about the fast-evolving world of finance. Tune in to discover practical tips, expert opinions, and real-world stories that can guide you towards smarter financial choices and greater career success.
What if money was not the destination, but the tool?
In this episode of Zomi WealthCast, host Jordan is joined by Peter Matthew, Founder of Meaningful Money, Chartered Financial Planner, and Managing Director at Jacksons Wealth Management, for an open and thoughtful conversation about the role money plays in our lives. Drawing on decades of experience in financial planning and financial education, Peter shares insights on money habits, trust, simplicity, and long term thinking.
Together, they explore how people can build healthier relationships with money, reduce financial stress, and make decisions with greater confidence and clarity.
This episode is for anyone who wants to move beyond numbers and understand how money can support real life goals, values, and choices.
In this episode, you will hear about
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Disclaimer: The views shared in this podcast are for general information only and do not constitute personal financial or investment advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of any financial decision, product, or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed are those of the participants and do not represent official guidance or regulation.
In this episode of Zomi WealthCast, Jordan is joined by Peter Matthew, Chartered Financial Planner, Founder of Meaningful Money, and Managing Director at Jacksons Wealth Management, for a thoughtful conversation on the role money plays in our lives and how it should support, not control, the way we live.
Peter shares reflections shaped by decades in financial planning and financial education, exploring why so many people feel anxious or overwhelmed by money despite having access to more information than ever before. The conversation looks at how habits, perspective, and lived experience shape financial decisions far more than numbers alone.
Together, they discuss the importance of simplicity, trust, and long term thinking, as well as the responsibility that comes with influence in the age of social media. Peter also opens up about balancing business, family life, and purpose, and why meaningful work often comes from a desire to make a positive impact beyond day to day success.
From financial wellbeing and preparation to the human side of advice, this episode offers a calm and grounded perspective on how money can become a tool for clarity, confidence, and choice.
• Why money works best when it serves life rather than drives it
• The habits that underpin long term financial wellbeing
• Why simplicity often leads to better financial decisions
• The difference between information and real world experience
• Trust, perspective, and the value of advice in financial planning
• Balancing business growth with family life and personal purpose
• The role of influence and responsibility in financial education
• How preparation and structure can reduce financial stress
Peter Matthew is a Chartered Financial Planner and Managing Director at Jacksons Wealth Management. He is also the Founder of Meaningful Money, a financial education platform focused on helping people understand money clearly and confidently.
With decades of experience working with individuals and families across the UK, Peter is widely recognised for his ability to explain complex financial topics in plain English and for his thoughtful approach to financial wellbeing. His work centres on the belief that money should support life goals, relationships, and personal freedom, rather than become the focus itself.
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