39: Retirement Budgeting: Balancing Today’s Joys with Tomorrow’s Needs

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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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39: Retirement Budgeting: Balancing Today’s Joys with Tomorrow’s Needs

Retire Well with Wealth of Advice

33 minutes 26 seconds

1 month ago

39: Retirement Budgeting: Balancing Today’s Joys with Tomorrow’s Needs

In this episode of Retire Well, Matthew and Joe dive into the complexities of retirement budgeting. They explore how spending habits shift in retirement, the importance of distinguishing between essential and discretionary expenses, and how to plan for unexpected costs like healthcare or family support. With real client stories and practical advice, this episode is a must-listen for anyone approaching retirement or refining their financial plan. Plus, they answer a listener’s question on helping children with tuition fees and housing deposits—without compromising your own retirement security.

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