Today we’re going to look at the things we need to do as we approach retirement.
We always say that retirement is THE point in time where everyone would benefit from taking professional advice, but at least we can give you the main things to be thinking about and to talk to your adviser about.

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
9. Taking stock and reviewing
10. Approaching retirement
    
    
    Everything You Need To KNOW
    1. Retirement is a BIG deal.
    2. Your retirement is unique to you.
    3. The fundamentals of financial management do not change in retirement.

    
    
    Everything You Need To DO

    1. Identify your sources of known income.
    2. Nail down your spending plans, where possible.
    3. Collect your DC pensions.
    4. Add up everything else.
    5. Determine how involved you want to be.
    6. Start moving what’s needed into cash.

    
    

11. At retirement
12. Retirement early years – The danger zone
13. Retirement reviews
14. Later life
15. 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.

---