Today we’ll continue to build on the foundations we’ve laid and also on last week’s discussion of shorter-term goals. We’re going to be talking about identifying, costing and building towards long-term goals.

Season 25 – Finance OS

1. Introduction
2. Budgeting
3. Emergency fund
4. Pension enrolment
5. Paying off expensive debts
6. Completing the foundation of insurance
7. Goals – Part 1
8. Goals – Part 2
   
   Everything You Need To KNOW
   1. Time and distance make for vague goals.
   2. Trajectory is more important than specifics.
   3. Know the headwinds and plan for them.
      
      • Inflation.
      • Distractions.
      • Investment setbacks.
      • Costs and taxes.

   Everything You Need To DO

   1. Make a decision about debt.
   2. Don’t worry about exact amounts – do what you can.
   3. Use pensions and ISAs.
   4. Invest in passive multi-asset funds.
   5. Watch for costs and tax.
   6. Review regularly.

   
   

9. Approaching retirement
10. At retirement
11. Retirement early years – The danger zone
12. Retirement reviews
13. Later life
14. Question and answer session

At the end of the season we’d like to tie things off with a Q&A session, answering the key questions that you ask throughout. hello@meaningfulmoney.tv SUBJECT LINE: Season 25 Question or similar. We’ll sort them and try to answer as many as we can, but likely we’ll pull out themes and deal with them. If the outline we’ve gone over today raises any questions, get them in now – we can also answer them as we go along. If we get tons of Qs we can always do two Q&A sessions.

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