Today we need to finish off Season 25 – our finances OS season – by talking about the necessary things to get right in later life.

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
14. Later Life
    
    Everything You Need To KNOW
    1. Retirement will settle down, until it doesn’t.
    2. Long term care is not the spectre that many people think it is, until it is.
    3. It makes no sense to die rich.

    
    
    Everything You Need To DO

    1. Stay healthy.
    2. Get your wills and LPAs in place.
    3. Calculate your IHT.
    4. Complete a lifetime cashflow.
    5. Decide if you can reduce your estate.

    
    

15. Question and answer session

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