Last week I had a great conversation with Abraham Okusanya about the vital subject of investing in retirement. We covered a lot of ground, and mentioned lots of practical stuff. This week I want to pick out the main points and give you the actionable steps you need to take.

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Managing Cashflow In Drawdown

If you haven’t listened to last week’s conversation with Abraham, I strongly suggest you do that now. Abraham is super-passionate about the subject of investing in retirement, and the serious effects of getting it wrong. His passion is backed up with data, and he covers a lot of that in last week’s show.

If you have listened to that show, stick with me now as I cut to the main things you need to DO (Consider last week as what you need to KNOW)

In this session you will learn:

• Why it is important to map out the first few years' drawdown
• What planning your withdrawal strategy really means
• Why planning round the tax allowances is all-important
• Why I believe you should NOT increase your risk in retirement
• When diversification isn't really diversification
• Why you should keep cash, and how much to keep, when
• The importance of ongoing review
• The power of a long-term view

Resources

Podcast: How To Choose A Multi-Asset Fund

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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