114: Series 8, Es 2 : The 9 Accelerators of Successful Retirement Planning – Lifetime Financial Forecasting
Watch my conversation with Kathy on YouTube or listen on the podcast player below
Before Christmas, we released the first episode of a new series called The 9 Accelerators of Successful Retirement Planning.
The series will cover all 9 steps of our Retirement Success Programme which include: Lifetime Financial Forecasting, Minimising Lifetime Tax, Protecting your Legacy, Estate Planning, Care Funding, Well-Crafted Investments, Asset Allocation, and Staying on Track.
In this first episode we discussed the importance of considering our life priorities.
In this episode my wife and business partner, Kathy, is back in the interviewer’s chair to ask me about the second of the 9 accelerators, Lifetime Financial Forecasting
In our conversation, we chat about the perils of inflation ravaging your retirement savings, what your plan should include and how you can start to create your own retirement plan.
Tune in to hear how you can start planning for your retirement – at any age.
Useful links
Episode 110: The 9 Accelerators of Successful Retirement Planning- Life Planning
Check your State Pension Forecast
Get to know your Pension website
Justin King’s Twitter
Meaningful Money - Financial Planning Playlist
Chartered Insurance Institute website
CISI - Certified Financial Planner website
SOLLA website
Email at hello@retirementcafe.co.uk
MFP Wealth Management State Pension YouTube Series
Watch the episode on Youtube here.