Finance OS: Approaching Retirement

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.8 • 1.6K Ratings

🗓️ 2 August 2023

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today we’re going to look at the things we need to do as we approach retirement. We always say that retirement is THE point in time where everyone would benefit from taking professional advice, but at least we can give you the main things to be thinking about and to talk to your adviser about.

Transcript

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0:00.0	Hi folks, and welcome to the Meaningful Money Podcast.
0:02.1	This is season 25, episode 10.
0:13.0	Greetings, greetings to Le Monde.
0:15.1	I hope you're all well, and I hope you're well too,
0:16.9	my colleague, Celebra, Mr Roger Wix.
0:18.9	Ah, merci Pierre.
0:20.8	A bienvenue à tous nos auditors pour le podcast,
0:24.1	Meaningful Money.
0:25.3	To set some end.
0:26.9	I couldn't resist.
0:28.6	That's quite enough of that.
0:30.2	People are thinking, what the...
0:32.2	Don't, no, there's just a straight face as well.
0:34.6	Yeah, what are we going to talk about today?
0:38.2	Today, sorry, I shouldn't have caught a start of that.
0:40.3	Today, we're going to look at the things we need to do
0:42.4	as we approach retirement.
0:44.0	The flow chart that we've faced the first half of this season
0:46.6	upon stops short of what to do when retirement is upon us.
0:49.4	Yeah, and that kind of makes sense, right?
0:51.2	I mean, when we're accumulating,
0:53.7	it's doing a bunch of things in roughly the right order,
	...

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