S5E7: Managing Cashflow In Drawdown

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.9 • 1.7K Ratings

🗓️ 12 April 2017

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Last week I had a great conversation with Abraham Okusanya about the vital subject of investing in retirement. We covered a lot of ground, and mentioned lots of practical stuff. This week I want to pick out the main points and give you the actionable steps you need to take.

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Sponsor Message

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

Managing Cashflow In Drawdown

If you haven’t listened to last week’s conversation with Abraham, I strongly suggest you do that now. Abraham is super-passionate about the subject of investing in retirement, and the serious effects of getting it wrong. His passion is backed up with data, and he covers a lot of that in last week’s show.

If you have listened to that show, stick with me now as I cut to the main things you need to DO (Consider last week as what you need to KNOW)

In this session you will learn:

Why it is important to map out the first few years' drawdown
What planning your withdrawal strategy really means
Why planning round the tax allowances is all-important
Why I believe you should NOT increase your risk in retirement
When diversification isn't really diversification
Why you should keep cash, and how much to keep, when
The importance of ongoing review
The power of a long-term view

Resources

Podcast: How To Choose A Multi-Asset Fund

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Transcript

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0:00.0	Hi folks and welcome to the Meaningful Money Podcast Season 5, Episode 7.
0:12.4	This is the podcast dedicated to helping you put your finances in order. My name is Pete Matthew
0:18.0	and I'm going to share with you everything you need to know and everything you need to do to secure your financial future.
0:23.9	I'm here to help you make sense of money.
0:33.8	Here we are once again.
0:35.0	Great to have you with me again, folks.
0:36.8	Thanks for joining me.
0:38.1	Last week I had a fantastic conversation with my friend Abraham Ocasania about the vital subject of
0:44.8	investing in retirement. Now, we covered a lot of ground. Abraham brought some real value to the
0:51.1	conversation, lots of energy and enthusiasm as well.
0:59.0	And we cover lots of practical stuff. This week, what I want to do is to pick out the main points of that and give you the actionable steps you need to take. It's a big subject. So we've
1:04.2	got some stuff to cover today. But after I've done that, I'll look at some reviews that have
1:08.0	been left. Three reviews, I think, this week.
1:14.2	And also I'm going to be talking about next time. Before all that, they'll remember. This podcast is brought to you with the help of my friends at Seven Investment Management.
1:18.7	They're a firm of investment managers based in London who specialize in multi-asset investing,
1:23.4	which brings institutional level investing techniques to ordinary people, just like you, just like me.
1:28.9	Seven-I.M have been supporting me here. I'm meaningful money for five years or more now because they believe in what I'm doing, right?
1:34.5	Trying to get decent, easy to understand financial information out to those who need it.
1:38.8	I wouldn't want to do this without them. I'm really, really grateful to them for their support.
1:42.5	Please do check out what they're up to. They're at 7im.com.com.com.com.com. Go check them out. Right. If you sort of haven't listened to my
1:53.4	conversation last week with Abraham, I strongly suggest you do that now. Abraham is super passionate
1:59.0	about this subject of investing in retirement and the serious effects of getting it wrong.
	...

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