36: Can You Retire Early? Financial Planning, Case Studies & Real-Life Strategies

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Retire Well with Wealth of Advice

Wealth of Advice

44 episodes

3 days 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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36: Can You Retire Early? Financial Planning, Case Studies & Real-Life Strategies

Retire Well with Wealth of Advice

39 minutes 4 seconds

2 months ago

36: Can You Retire Early? Financial Planning, Case Studies & Real-Life Strategies

In this episode of Retire Well, Matthew and Joe explore one of the most common questions in financial planning: Can I retire early? They unpack the financial and psychological aspects of early retirement, including how to bridge the gap before state pension age and what “retirement” really means today.

Topics include:

UK pension rules and how they affect early retirement
Tax on savings interest and upcoming changes in 2027
Planning with cash, ISAs, pensions, and defined benefit schemes
Real-life case studies: relocation, single retirement planning, phased retirement, and redundancy
How to structure your income using the “tap” approach for tax efficiency

Listener question: Should I prioritise ISAs or pensions before state pension age?

📩 Got questions? Drop them in the comments or email us at retirewell@wealthadvice.co.uk

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Call us: 0191 384 1008

Email us: retirewell@wealthofadvice.co.uk

Website: www.wealthofadvice.co.uk

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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.