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The Meaningful Money Personal Finance Podcast

Optimising Retirement

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.91.7K Ratings

🗓️ 1 April 2020

⏱️ 21 minutes

🧾️ Download transcript

Summary

Retirement, as we've seen, is a very personal thing; it's unique for everyone experiencing it. Optimising your retirement experience then, is also going to be a very personal thing. But there are still some things that we can all consider as we approach the finish line to optimise things, and that's the topic for today.

Transcript

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0:00.0

Hi folks and welcome to the Meaningful Money Podcast this is season 16 episode 9.

0:04.8

This is the podcast dedicated to helping you put your finances in order.

0:18.0

My name is Pete Matthew and I'm going to share with you everything you need to know

0:21.0

and everything you need to do to secure your financial future.

0:25.0

I'm here to help you make sense of money.

0:27.0

Well, here we are. This is the very first working from home, Meaningful Money Podcast, at least in its current form.

0:41.0

So it's going to look a little bit different, it's going to sound a little bit different, but that's okay. It's the content, hopefully that matters. I'm grateful that you're here joining me. So retirement, as we've been seeing in this season is a very personal thing. It's unique, obviously, for everybody who experiences it. And then optimizing it then is also going to be very personal very specific to you and your

1:07.0

circumstances but there are still some general things that we can all

1:11.4

consider as we approach the finishing line to optimize

1:15.0

things and that is the topic for today that's what we're going to be talking

1:18.7

about so after the main body of the show I'll read a review that's been left out, talk about what we're going to be discussing next week.

1:25.5

But before all that, you know the drill by now. Even working from home, this podcast is brought to you with the help of my good friends at Seven Investment Management.

1:33.0

They've been sponsoring the show since the spring of 2011,

1:35.5

which is just amazing.

1:36.7

Super grateful to them for continuing to help me out.

1:39.1

So please do check out what they're up to.

1:41.0

They're at 7-I-M.co UK that's the number 7 I.m.

1:44.8

dot UK go check him out and say thank you. Okay we need to consider the

1:50.2

financial ways that you can optimize your retirement choices. There are various options to

1:55.1

consider as you begin to think about drawing down cash from your portfolio and I'm going to do my best

2:01.1

to cover them in a fairly high level way today but enough

2:04.4

hopefully so that you can at least understand the options available.

...

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