I’ve spent more than 20 years advising clients on their retirement planning. When I take on a client for the first time, there are a bunch of things we have to do – compliance tasks, contractual stuff and a load of information-gathering.
It’s at this point where the process sometimes falters before it begins, because many people have no real grasp on one VITAL aspect of their finances.
What is that?
Their SPENDING….
Resources
Register your interest for Meaningful Academy – Retirement Planning
Retirement Spending Tracker – Cheetsheet to help you with planning your spending in retirement.
This video is brought to you with the help of Seven Investment Management, who specialise in multi-asset investing, something I talk about a lot, and which I think should form the core of most people’s investments. 7IM have been helping me out here on MeaningfulMoney for ages, and I'm very grateful.
You can see what they’re up to at 7im.co.uk
The post You must know this BEFORE you retire! appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.
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