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The Meaningful Money Personal Finance Podcast

Retirement Transition Lessons

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.91.7K Ratings

🗓️ 20 May 2020

⏱️ 28 minutes

🧾️ Download transcript

Summary

Transitioning into retirement is a big deal; a momentous occasion. Of course, for many of us, it is an occasion which is spread over months or years, if we opt for a gradual move away from working to live. But there will come a time when you find yourself retired. Today I want to look at what that means, and how you might be feeling, plus what you should think about now…

Transcript

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0:00.0

Hi folks and welcome to the Meaningful Money Podcast you put your finances in order.

0:16.0

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

0:19.8

everything you need to do to secure your financial future. I'm here to help you make

0:24.4

sense of money. Here we go, Gr have you with me once again coming at you not live from my living

0:38.6

room hope that you're keeping well in all the madness. I wonder what the next few weeks will hold every time I sit down to do one of these.

0:48.0

It's like, are we really any further forth? But anyway, we'll see. Just got to play it a week at a time, haven't we? So we're talking about retirement

0:56.6

planning in this whole season. I kind of set the stall out last week, but transitioning

1:01.8

into retirement is a big deal.

1:03.0

I mean, it's a momentous occasion, obviously it is.

1:05.0

Of course, for many of us, though, it's an occasion which is spread over months or years,

1:09.0

if we decide we're going to opt for like a gradual move away from working to live.

1:15.0

But there will come a time when you find yourself retired, whatever that means for you.

1:20.0

And today I want to kind of look at what that means how you might be feeling,

1:23.0

but what you should think about now.

1:25.0

Okay, so that's where we're going today.

1:27.0

After the main body of the show as usual, I'll look at a review that's been left

1:30.0

and now we're going to be talking about next week.

1:32.0

But before any of that, as always, this

1:33.9

podcast is brought to you with the help of my friends at 7 Investment Management.

1:37.6

They've been helping me out here on me for money for ages, right back from spring 2011.

1:42.4

So we're now closing in on 10 years which is amazing.

1:45.4

So I'm obviously really grateful to them for their ongoing support.

...

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