MFP Wealth Management public
[search 0]
More

Download the App!

show episodes
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
Loading …
show series
 
If you are a fan of money-related podcasts or video blogs, you may know of this week’s guest already – it’s none other than Pete Matthew. From flipping burgers in McDonalds to becoming Managing Director of Jackson’s Wealth Management, Pete followed a fairly classic career path. Until he started messing around with a video camera. Knowing that the w…
 
In planning for retirement, people often have dreams about the lifestyle they want to have once retired. Unfortunately, as we get older, our health starts to impact our ability to live the life we want to live. But what if we could prevent or defer those age-related illnesses to extend the number of years lived in good health? Hannah Thomson watche…
 
A few months ago, we launched a new series called The 9 Accelerators of Successful Retirement Planning. The series covers the 9 steps in our Retirement Success ProgrammeTM. This week, my wife and business partner, Kathy, is back in the interviewer’s chair to quiz me on why investing is such an important part of retirement planning and what the diff…
 
John Mathers spent his career working in marketing, branding and design. At the age of 60 he retired and in the past four years, he has carved out what he deems to be a successful retirement for him. After a rebranding exercise opened the door to the problems faced by older people, John realised how much innovative design could help improve the liv…
 
Most of us don’t enter our careers with the aim of retiring early, and our guest this week certainly didn’t think early retirement would be an option when he stopped enjoying his career. Chris Mamula qualified as a physiotherapist in Utah but quickly realised he did not want to stay in the industry for 30 or 40 more years. When his wife discovered …
 
Family is something that most of us take for granted, especially as we get older and we start to rely on our children for help and support. But for some, they don’t have that luxury. There are currently 1 million people over 65 who don’t have children, and that figure is expected to double by 2030. But what does this mean? It means that over 1 mill…
 
In recent months, we have discussed the idea of ageing well and longevity a few times. This week, we bring the topic back but with a slight twist. Joining me this week is Dr Daniel Levitin. Dr Daniel Levitin is a neuroscientist, musician and author. 15 years after dropping out of Massachusetts Institute of Technology to follow a career in music, Dr…
 
Over the past couple of months, we have been releasing episodes in a new series called The 9 Accelerators of Successful Retirement Planning. The series covers the 9 steps in our Retirement Success ProgrammeTM which include: Life Priorities, Lifetime Financial Forecasting, Minimising Lifetime Tax, Protecting your Legacy, Estate Planning, Care Fundin…
 
Have you ever thought about where our money came from? We have! And so has this week’s guest, Jacob Goldstein. Jacob is a correspondent and co-host at NPR – an independent, non-profit media organisation based in America. He co-hosts the radio show and podcast Planet Money, in which they try and explain the economy in a fun and relaxed way. In 2008 …
 
Over the last couple of months, I’ve shared a few podcasts from our series called ‘The Age of Resilience’, designed to support and promote the agenda of The Longevity Week, which took place in November. This week I am delighted to continue the conversation on resilience with my guest Anna Dixon. Anna is Chief Executive of The Centre for Ageing Bett…
 
Before Christmas, we released the first episode of a new series called The 9 Accelerators of Successful Retirement Planning. The series will cover all 9 steps of our Retirement Success Programme which include: Lifetime Financial Forecasting, Minimising Lifetime Tax, Protecting your Legacy, Estate Planning, Care Funding, Well-Crafted Investments, As…
 
We all know about physical, emotional and psychological abuse, and we all like to think that we could spot it happening. However, one type of abuse we rarely consider is financial abuse. This week, I am joined by my friend Michelle Hoskins, founder of Standards International, which sets standards across the globe for financial services. Over the pa…
 
In last week’s episode, I took time to reflect on a few things that I have been grateful for this year. I shared some personal things, like being able to spend more time with my family over lockdown, and some global good news stories that didn’t quite make it into the news - thanks to pandemic craziness. As we head towards the end of 2020, and with…
 
This year has brought with it hardship and constant struggle. We have introduced a new lexicon into our everyday vocabulary with words such as COVID, social distancing and furlough being part of our daily conversations. But Christmas is a time for celebration and joy, so it seems right to take time and reflect on what a year it’s been. In this week…
 
Over the years I’ve helped well over a hundred couples plan for the retirement they desire - and the retirement they deserve – and during this time we’ve created a clear framework for what needs to happen for clients to be able to retire with confidence, clarity and choice about how they spend their retirement. We call this the Retirement Success P…
 
Having gone straight into financial services at the age of 18, Catherine Morgan found herself in a managerial position at the young age of 28. But among the difficulties of managing those who had been in the business longer than she had, she also had the guilt that came with the £30,000 debt she had racked up. In a time where she was suffering from…
 
Dr Josie Perry is a Chartered Sport and Exercise Psychologist. Josie’s company Performance In Mind works with those in sport at all levels – including Olympians – and sometimes people on the stage or in high profile jobs, to help them overcome their barriers to success so that they can achieve their goals. Author Josie talks about the moment she re…
 
A couple of weeks ago we shared the first in a series of podcasts designed to support and promote the agenda of The Longevity Week, which took place between the 9th and 13th of November. The title of this series is ‘The Age of Resilience’, which was the theme of this year’s event. The Longevity Week is an initiative created by The Longevity Forum, …
 
Tracy Blick is the Managing Projects Coordinator at Christchurch Food Bank Plus, where I live here in Dorset. The Food Bank helps people who find themselves in crisis all of a sudden and cannot afford to buy food to feed their families. The demand since the coronavirus impact hit has been incredible. In 12 weeks, the Food Bank has handed out around…
 
This series is designed to support and promote the agenda of The Longevity Week, which takes place this week - between the 9th and 13th of November. The Longevity Week is an initiative created by The Longevity Forum, whose co-founder Professor Andrew J Scott was my guest on the 100th episode of the podcast. The aim of The Longevity Week is to promo…
 
Have you ever wondered how the financial experts and pundits who advise on how we should invest our money do, indeed, invest their own? An unprecedented new book from behavioural finance expert and founder of the financial wellness platform Shaping Wealth, Brian Portnoy, and co-founder and chief executive of Ritholtz Wealth Management, Joshua Brown…
 
Series 6 ‘The Story of their Lives’: Episode 2. Mark spent nearly four decades working in the law. Not intentionally. He studied law at college to give him three more years to consider what he really wanted to do. He then spent forty years planning an exit, even though exiting law is difficult in practice. Eventually, Mark realised that thinking ab…
 
Seven years ago, Shannon McLay was working as a financial advisor with a big corporate bank feeling disheartened about the work she was during. The pro bono work she was doing helping people who couldn’t really afford her advice proved to be so much more fulfilling. So Shannon founded The Financial Gym. Based on a fitness-inspired approach to plann…
 
50 year olds today could be looking at another 50 years of life ahead of them, so it’s the perfect time to ask “What’s your 20 year plan?” Do you find that question liberating or frightening? Stuart Lewis, founder of Rest Less, joins me on the podcast to share the work that he is doing to inspire today’s generation of over 50s and 60s to get the mo…
 
I am honoured to be joined by the pre-eminent authority on longevity and co-author of ‘The 100 Year Life’, Professor Andrew J Scott, to celebrate the 100th episode of The Retirement Café podcast. Andrew J. Scott is Professor of Economics at London Business School and a consulting scholar at Stanford University’s Center on Longevity. He is best know…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login