This season we’re talking about the great transition: retirement. But it usually isn’t something that suddenly arrives – there’s a run-up to retirement, and during those last few 5-10 years, there are some things you need to know, and need to do.

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The run-in to retirement

You have a few year left before your target date to retire, or begin retiring. Let’s be clear, you’re probably still working full time, piling as much as you can into your pension ISAs and other investments. Your expenditure is fairly consistent, you’re in control. But your mind is a few years ahead – what do you need to know and do to make it to the finish line in the best way possible?

Resources

Podcast: Season 4, Episode 7 – How To Choose A Multi-Asset Fund

Podcast: Season 4, Episode 9 – How Much Is Enough?

Podcast: Session 154 – How Much Is Enough?

Website: Financial Services Compensation Scheme

Website: Check your state pension

Book: The Laws Of Wealth, by Dr Daniel Crosby

Transcript

As always there is a transcript available for the entire show. you can get it by clicking the huge blue button below:

 

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