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Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

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Finish Well

Finish Well

Spending and Capital Erosion in Retirement

April 15, 2021 Leave a Comment

OK, we’ve looked at why cashflow is so important, so let’s move on. To have a comfortable retirement, you can

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Capital, erosion of captal, Planning for retirement, Preparing for retirement, retirement planning, spending in retirement, What will retirement look like

Cashflow Is King – but Include Total Return

April 12, 2021 Leave a Comment

I don’t care how rich you are, it is impossible to overlook the importance of cashflow in your financial planning.

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Cashflow, importance of cashflow, Planning for retirement, Preparing for retirement, Retirement, retirement planning, Total returns, What will retirement look like

Retirement Planning with Your Partner – Work Together

April 8, 2021 Leave a Comment

You’ve hopefully now been able to address any inequalities, but if you want to live harmoniously with your partner in

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Planning for retirement, planning for retirement with your partner, Preparing for retirement, Retirement, What will retirement look like

Retirement Planning with Your Partner – Address Inequalities

April 5, 2021 Leave a Comment

The key to retirement planning is flexibility, because things can change suddenly. It’s also good to address any inequalities when

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Planning for retirement, planning for retirement with your partner, Preparing for retirement, Retirement, retirement planning, What will retirement look like

Aligning Your Retirement Plans with Your Partner

April 1, 2021 Leave a Comment

Planning a retirement is complex enough when there’s only one of you, but if you’re in a long-term relationship and

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Planning for retirement, planning for retirement with your partner, Preparing for retirement, Retirement, retirement planning, What will retirement look like

Positioning the Pieces – Review Insurances

March 29, 2021 Leave a Comment

We’ve looked at pensions, investments and moving money. Now, we move on to the final stage. Insurances Last Next, take

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Insurances, Planning for retirement, Preparing for retirement, Retirement, retirement costs, review insurance, review insurance policies, What will retirement look like

Positioning the Pieces – Pensions and Investments

March 25, 2021 Leave a Comment

We’ve looked at why you want to keep things simple and flexible, and why you shouldn’t move money just for

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Bonds, EIS, Investments, ISA, Pensions, Planning for retirement, Preparing for retirement, Retirement, retirement costs, reviewing investments, reviewing pensions, VCT, What will retirement look like

Positioning the Pieces – Everything You Need to KNOW

March 22, 2021 Leave a Comment

In the last couple of posts, we spent some time getting current with all our amassed pension plans investments bank

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Planning for retirement, Preparing for retirement, retire, Retirement, retirement costs, What will retirement look like

Getting Current – Review Investments and Insurances

March 18, 2021 Leave a Comment

After you’ve reviewed your pensions and sorted out the policy paperwork, you need to do the same thing for any

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Investments, life insurance, Planning for retirement, Preparing for retirement, Retirement, Review investments, Review life insurance, Review policies, Review savings, Savings, What will retirement look like

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    It IS possible for anyone to achieve their goals, whether financial or otherwise, by following some pretty basic rules.

    Hopefully what you’ll find here are simple tips and tricks to help you in your financial planning. If I can help in any way, email me here, or contact me via the SocMed links below.

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