Blending Retirement Options - Retirement Wealth Check
Episode description
This time, Tony examines two topics - blending your retirement options, and the importance of having a retirement wealth check in place.
KEY TAKEAWAYS
- Blending your retirement options is about having the right balance between flexibility and security to suit your circumstances.
- Review your spending habits and consider if you have the scope to save a little more each month. This will help you to enjoy the retirement that you want.
- Make sure you don't miss out on having the full state pension if it's possible. It's a crucial area to get right as you could save lots of money.
BEST MOMENTS
'Remember that with any option, tax benefits are subject to change'
'Which combination is right for you will depend on a number of factors'
'Everybody's circumstances are different'
VALUABLE RESOURCES
Government State Pension - https://www.gov.uk/check-state-pension
ABOUT THE HOST
Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.
“Live For Today, Invest For Tomorrow”
CONTACT
Tony's official website: https://ttwealth.co.uk/
Facebook: https://www.facebook.com/TonyThomas.IFA/
LinkedIn: https://www.linkedin.com/in/tonythomas2/
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