Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
Episode 15: One Size Doesn’t Fit All: Crafting Your Income Plan in Retirement
The Finance Geeks Podcast
45 minutes 36 seconds
6 months ago
Episode 15: One Size Doesn’t Fit All: Crafting Your Income Plan in Retirement
In this episode of The Finance Geeks, Warren Shute and Paul Cleworth roll out the measuring tape on retirement income planning—proving that the best strategies are tailored to fit, not pulled straight off the rack. They explore how personalised planning, shaped around an individual’s goals, mindset, and spending habits, leads to a more comfortable financial future.
From refining the classic 4% rule to cutting through the complexity of gilt yields, annuities, and long-term cash flow, they show how every element of a client’s retirement plan needs to be carefully stitched together. They also highlight why life’s richest returns come not just from wealth, but from well-made choices that support freedom and fulfilment.
Because when it comes to retirement, it’s not about following the standard pattern—it’s about creating a plan that fits perfectly.
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Chapters: 0:00 - Intro
7:45 - One Size Doesn’t Fit All: Crafting Your Income Plan in Retirement
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Show Notes:
Mrs Doubtfire Musical | Official UK Site – Mrs Doubtfire The Musical
https://mrsdoubtfiremusical.co.uk/
What's On: Featured - Royal Albert Hall
https://www.royalalberthall.com/tickets
Beyond The 4% Rule - Abraham Okusanya’s book
https://www.amazon.co.uk/Beyond-4-Rule-retirement-portfolios/dp/1985721643
Sustainable withdrawal rates in retirement: The importance of customization
https://corporate.vanguard.com/content/dam/corp/research/pdf/sustainable_withdrawal_rates_in_retirement.pdf
A guide to retirement withdrawal strategies | Vanguard
https://investor.vanguard.com/investor-resources-education/article/retirement-withdrawal-strategies
Show clients that, yes, they can spend more in retirement
https://advisors.vanguard.com/insights/article/show-clients-that-yes-they-can-spend-more-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.
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The Finance Geeks Podcast
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
