Today we look at how to keep the finances ticking over nicely in retirement by conducting regular reviews. Specifically, we’ll be looking at when and how.

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
11. At retirement
12. The Danger Zone
13. Retirement Reviews
    
    Everything You Need To KNOW
    1. Life settles into a rhythm.
    2. Life occasionally throws in a 5/4 bar.
    3. A ‘review' is not really the right word.

    
    
    Everything You Need To DO

    1. Take stock.
    2. Reassess future income gap.
    3. Rebuild the cashflow ladder from the bottom up.
    4. Continue to improve your situation.

    
    

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.

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