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The Meaningful Money Personal Finance Podcast

S5E2 - The Run-In To Retirement

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.91.7K Ratings

🗓️ 1 March 2017

⏱️ 32 minutes

🧾️ Download transcript

Summary

This season we’re talking about the great transition: retirement. But it usually isn’t something that suddenly arrives - there’s a run-up to retirement, and during those last few 5-10 years, there are some things you need to know, and need to do.

The run-in to retirement

 

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Sponsor Message

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This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk

The run-in to retirement

You have a few year left before your target date to retire, or begin retiring. Let’s be clear, you’re probably still working full time, piling as much as you can into your pension ISAs and other investments. Your expenditure is fairly consistent, you’re in control. But your mind is a few years ahead - what do you need to know and do to make it to the finish line in the best way possible?

Resources

Podcast: Season 4, Episode 7 - How To Choose A Multi-Asset Fund

Podcast: Season 4, Episode 9 - How Much Is Enough?

Podcast: Session 154 - How Much Is Enough?

Website: Financial Services Compensation Scheme

Website: Check your state pension

Book: The Laws Of Wealth, by Dr Daniel Crosby

 

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Transcript

Click on a timestamp to play from that location

0:00.0

Hi folks and welcome to the Meaningful Money Podcast Season 5, Episode 2.

0:11.8

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

0:17.0

My name is Pete Matthew and I'm going to share with you everything you need to know and everything you need to do to secure your financial future.

0:23.8

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

0:34.0

Great to have you with me once again. Welcome back, folks.

0:36.6

This season we're talking about the great

0:38.5

transition, that is retirement. But usually it's not something that suddenly arrives. You know,

0:44.5

there's like a run-up to retirement. And during those last few five to ten years, there's some things

0:50.1

I think you need to do, some things you need to know. So that's what we're going to be talking about today. After the main body of the show, as usual, I'll, oh, I'm going to talk about the term of

0:58.1

competition around a couple of weeks ago, just a little bit of news about meaningful university

1:02.3

as well, and look at the most recent reviews that have been left by listeners, having a bit of a spate

1:06.9

of reviews recently, which is great, thank you. And obviously, I'll announce what we're going

1:10.9

to be talking about next time. Before all that, though, remember, this podcast is brought to you

1:14.6

with the very kind help of my friends at 7 Investment Management. They are a firm of

1:19.2

investment managers based in London. They specialize in multi-asset investing, which brings

1:23.7

institutional level investing techniques to ordinary people, just like you and me.

1:31.3

They continue to put their name to the show here, put their logo on the site and stuff,

1:36.2

and pay me some money to help support me for money because they believe in what I'm doing here,

1:41.5

just trying to get decent, easy to understand, easy to put into action, financial information out to the world.

1:43.3

So grateful to them for their support.

1:44.4

Please do check out what they're up to and say thanks. They're at 7im.com.uk. That's the number 7im.com.

1:49.6

Right. You may hear that I'm just coming off the back end of a cold. You know, I never get cold

...

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