Step into the ring with Paul and Warren as they grapple with the heavyweight challenge of retirement planning. In this episode, our financial tag team breaks down the moves you need to pin down your retirement strategy.
From the early-game tactics of auto-enrolment and salary exchange to the high-flying maneuvers of carry forward contributions, they’ll show you how to stay on the offense and avoid being counted out by tax inefficiencies.
The Geeks put retirement income goals into a sleeper hold, asking the big question: “How much is enough?”. They also emphasize the importance of tag-teaming with your spouse to maximize retirement savings.
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Chapters: 0:00 - Intro
9:14 - Wresting Retirement Planning
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Podcast References:
Odyssey St Albans
https://odysseypictures.co.uk/OdysseyPictures.dll/Home
Standards of living stats
https://www.retirementlivingstandards.org.uk/
Folio Society - Beautifully Illustrated Hardcover Books
https://www.foliosociety.com/uk
Ideal financial set up link
https://tandemfp.sharepoint.com/:b:/s/Tandem/EbLD21U3O3xEljQoSxXzdqEBsA2kk1QQJ4BwTybwulXppQ?e=SWpvqq
How much will you need in retirement
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This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
#FinancialRumble #RetirementSmackdown #RetirementPlanning #FinancialAdvisors #PensionStrategy #TaxEfficiency #WrestlingWithRetirement #FinancialPlanners #WealthManagement #ClientSuccess #FinancialFreedom #SmartInvesting #TaxStrategies #FinanceForAdvisors #TagTeamFinance #PlanForRetirement #AdvisorInsights #ProfessionalFinance #RetirementGoals #MoneyManagement #FinancialGeekery #thefinancegeeks
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