42: Equity Release: Smart Planning or Last Resort?

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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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All content for Retire Well with Wealth of Advice is the property of Wealth of Advice and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...

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42: Equity Release: Smart Planning or Last Resort?

Retire Well with Wealth of Advice

29 minutes 40 seconds

2 weeks ago

42: Equity Release: Smart Planning or Last Resort?

In this episode of Retire Well, Matthew and Joe unpack the complexities of equity release — a financial tool that’s shedding its former stigma and gaining traction among retirees. They explore how equity release can support income needs, fund home improvements, or reduce inheritance tax liabilities, while also highlighting the psychological and practical considerations involved. From lifetime mortgages to home reversion plans, they break down the options, discuss the risks, and stress the importance of involving family and seeking regulated advice.

Got a question or scenario you'd like us to cover? Email us at retirewell@wealthofadvice.co.uk or leave a comment below.

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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.