160: Series 8 Ep 9: The 9 Accelerators of Successful Retirement Planning - Staying on Track

Financial Planning

Oct 11

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

This week we return to our series on the 9 Accelerators for a Successful Retirement for the final time – to discuss the really important topic of Staying on Track.

Scroll down to find links to all previous episodes in this series.

I spend a lot of time with clients helping them work out what they want their retirement to look like, building a financial plan to support that life, then structuring their assets to be as tax efficient as possible. I also work with them to create a legacy plan, combat IHT, plan how to fund care that might be needed in later life, and implement an investment strategy that will give them the best chance of success.

But what then?

To some degree, the most important work starts - helping my clients stay on track for a successful retirement. The plan is in place, but goals move, circumstances change, markets rise and fall (sometimes abruptly), and all the assumptions in our financial plan may have shifted.

So Staying on Track means reviewing and updating the plans to reflect what’s new. It also means helping clients to be disciplined and stick with their investment strategy, in spite of the market noise and what’s going on around them.