S5E2 - The Run-In To Retirement

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.   Podcast: Subscribe in iTunes | Play in new window | Download 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 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   Share the love If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below: