Will you run out of money when you retire? Imagine you’ve worked all your life to save for retirement, but
Enjoy Your Money
Will You Run Out? Income and cashflow in retirement
Real Stories: Financial Planning Priorities
Today, we’re talking about Financial Planning Priorities and recounting some examples where we have made sure that people got things
Real Stories: Equity Release
Today we’re going to talk about Equity Release, and contentious subject for some but a useful tool in financial planning
Real Stories: The Shape of Retirement
Today we’re going to consider the Shape of Retirement and how it doesn’t have to be the traditional work-for-40-years-then stop
Real Stories: Serious Pension Planning
Everything You Need To Do Max your pension contributions – Make the most of any employer match. Salary sacrifice as
Real Stories: Planning for Death
Everything You Need To Do Memento Mori – Remember that you must die. Denial serves no-one. Paperwork in order –
Real Stories: Inheritance Tax Planning
Everything You Need To Do Know the extent of the problem – IHT is paid by the estate and before
Investing is DIFFERENT in Retirement
I did a video last week covering the simplest way to invest. I’ll link to that in the resources because
