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Big Ideas: PIPSIO - The Order Of Financial Priorities
Season 27 · Episode 9

Big Ideas: PIPSIO - The Order Of Financial Priorities

The Meaningful Money Personal Finance Podcast · Pete Matthew - Meaningful Money

March 27, 202438m 55s

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Show Notes

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