35: Adapting Your Retirement Plan: Inflation, Interest Rates & Life Changes

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Retire Well with Wealth of Advice

Wealth of Advice

44 episodes

1 day ago

An educational podcast which focuses on helping you Retire Well, brought to you by Financial Planners at Wealth of Advice. We'll chat about our own experiences with clients, how we helped with their retirement journey and what you need to know to make sure you can Retire Well. Insights on pensions, investments, retirement plans and more, Retire Well hopes to make your retirement dreams a reality. Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.

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35: Adapting Your Retirement Plan: Inflation, Interest Rates & Life Changes

Retire Well with Wealth of Advice

38 minutes 7 seconds

2 months ago

35: Adapting Your Retirement Plan: Inflation, Interest Rates & Life Changes

In this episode of Retire Well, Matthew and Joe dive into how to build a flexible and resilient retirement plan that can adapt to changing circumstances—like inflation, interest rates, and unexpected life events.They explore:

How inflation and the Bank of England base rate affect retirement planning
The importance of having a long-term, adaptable financial plan
The role of annuities, drawdown, and diversified tax wrappers
How to prepare for legislative changes, market volatility, and care costs
Why flexibility and psychological readiness are just as important as financial models

Plus, they answer a listener’s question: “Should I reduce my equity exposure three years before retirement?”📩 Got questions? Drop them in the comments or email us at retirewell@wealthadvice.co.uk🔔 Subscribe for weekly episodes on retirement planning, pensions, and financial wellbeing.--TALK TO USCall us: 0191 384 1008Email us: retirewell@wealthofadvice.co.ukWebsite: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.