• Develop a Robust Retirement Plan

  • 2022/09/05
  • 再生時間: 6 分
  • ポッドキャスト

Develop a Robust Retirement Plan

  • サマリー

  • The key to a robust retirement is having a good idea of the plans that you have for when you reach your chosen age. To keep up your lifestyle in your golden years you need to be sure of your pension and financial situation. Tony talks about what you need to know when working on your future.

     

    KEY TAKEAWAYS

    • Retain a professional Financial Advisor to achieve the retirement that you want.
    • Currently only half of those with assets over £100,000 to £500,000 excluding property are planning to take professional financial advice.

           

    BEST MOMENTS

    ‘With so much going on in your life, from family and work, to pursuing your passion, retirement planning may not have been your priority, but now you want to make sure your pension and overall financial situation will allow you to keep up your current lifestyle and enjoy your golden years.’

    ‘Only 39% of pension holders are planning on taking financial advice when they retire, with 31% planning a do-it-yourself retirement.’

    ‘These are just a few of the questions your professional Financial Advisor will be able to help you with.’

    VALUABLE RESOURCES

     

    Tony Talks Wealth - https://omny.fm/shows/tony-talks-wealth  

    Sign Up Now For Exclusive Tony Talks Wealth Content at https://www.patreon.com/TTWealth  

     

    ABOUT THE HOST

    Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.  

    “Live For Today, Invest For Tomorrow”

     

    CONTACT

    Tony’s official website: https://ttwealth.co.uk/

    Facebook: https://www.facebook.com/TonyThomas.IFA/

    LinkedIn: https://www.linkedin.com/in/tonythomas2/

    This show was brought to you by Progressive Media


    Hosted on Acast. See acast.com/privacy for more information.

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あらすじ・解説

The key to a robust retirement is having a good idea of the plans that you have for when you reach your chosen age. To keep up your lifestyle in your golden years you need to be sure of your pension and financial situation. Tony talks about what you need to know when working on your future.

 

KEY TAKEAWAYS

  • Retain a professional Financial Advisor to achieve the retirement that you want.
  • Currently only half of those with assets over £100,000 to £500,000 excluding property are planning to take professional financial advice.

       

BEST MOMENTS

‘With so much going on in your life, from family and work, to pursuing your passion, retirement planning may not have been your priority, but now you want to make sure your pension and overall financial situation will allow you to keep up your current lifestyle and enjoy your golden years.’

‘Only 39% of pension holders are planning on taking financial advice when they retire, with 31% planning a do-it-yourself retirement.’

‘These are just a few of the questions your professional Financial Advisor will be able to help you with.’

VALUABLE RESOURCES

 

Tony Talks Wealth - https://omny.fm/shows/tony-talks-wealth  

Sign Up Now For Exclusive Tony Talks Wealth Content at https://www.patreon.com/TTWealth  

 

ABOUT THE HOST

Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.  

“Live For Today, Invest For Tomorrow”

 

CONTACT

Tony’s official website: https://ttwealth.co.uk/

Facebook: https://www.facebook.com/TonyThomas.IFA/

LinkedIn: https://www.linkedin.com/in/tonythomas2/

This show was brought to you by Progressive Media


Hosted on Acast. See acast.com/privacy for more information.

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