S7E8: Life Stages - Later Life
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 27 September 2017
⏱️ 35 minutes
🧾️ Download transcript
Summary
As we approach what I’ll sensitively call later life, our minds turn to two main things, in my experience working with financial planning clients: What if I need care, and how can I best leave what I have left to my family? In today’s show, I’m going to be looking at the main things to know and do to finish well financially.
Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money podcast season seven, episode eight. Here we go. |
| 0:12.0 | This is the podcast dedicated to helping you put your finances in order. My name is Pete Matthew |
| 0:17.8 | and I'm going to share with you everything you need to know and everything you need to do to secure your financial future. |
| 0:23.6 | I'm here to help you make sense of money. |
| 0:34.1 | Hello, hello, great to have you with me once again. |
| 0:36.7 | Now, as we approach what I'll |
| 0:38.4 | sensitively call later life, our minds turn to two main things, in my experience anyway, |
| 0:45.7 | from working with financial planning clients for 20 years. Those two things are, |
| 0:49.4 | what if I need long-term care? How will I pay for it? How does that work? And how can I best leave what I |
| 0:55.7 | have to my family? Now, in today's show, I'm going to be looking at the sort of main things to know |
| 1:00.9 | and to do to sort of finish well, financially speaking. And even if you're not in this live stage |
| 1:07.1 | yourself, probably there's not many people that kind of age listening to, you know, |
| 1:11.3 | podcasts, but more possibly a sweeping generalisation, probably one which isn't too far from the |
| 1:16.7 | truth. Maybe a family member is approaching this live stage and hopefully this will be helpful. |
| 1:22.7 | I'm not expecting massive download numbers on this one, I have to say, but you never know. |
| 1:26.9 | So that's what we're going to |
| 1:27.5 | be talking about. And as usual, after the main body of the show, I'll look at the most recent |
| 1:30.9 | reviews that have been left, announce what we're going to be talking next time, all that jazz. |
| 1:35.4 | As usual, though, this podcast is brought to you with the very kind help of my friends at 7 |
| 1:39.3 | investment management. They're a firm of investment managers based in London who specialize in multi-asset investing, |
| 1:45.7 | something I am always, always banging on about here. Multi-asset investing brings institutional |
| 1:50.8 | level investing techniques to ordinary people, just like you and me. And 7-I.M. have been |
... |
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