117: Series 8 Ep 3: The 9 Accelerators of Successful Retirement Planning - Minimising Life Tax

Financial Planning

Mar 2

Watch my conversation with Kathy on YouTube or listen on the podcast player below

Over the past couple of months, we have been releasing episodes in a new series called The 9 Accelerators of Successful Retirement Planning.

The series covers the 9 steps in our Retirement Success ProgrammeTM which include: Life Priorities, Lifetime Financial Forecasting, Minimising Lifetime Tax, Protecting your Legacy, Estate Planning, Care Funding, Well-Crafted Investments, Asset Allocation, and Staying on Track.

We have already discussed the importance of life priorities and lifetime financial forecasting.

This episode is the third in the series in which my wife and business partner, Kathy, is back in the interviewer’s chair to ask me all about minimising lifetime tax.

In our conversation, we chat about some of the concerns people have around tax as they approach retirement. I explain the impact retiring can have on how much tax you pay, and why it is important to look at tax paid over a lifetime rather than just in the present moment.

Tune in to hear which taxes you need to consider in planning for your retirement.