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EP.89 Pensions- When can I retire?

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Manage episode 344169029 series 2813348
Content provided by Rebecca Robertson and Rebecca Robertson - The Wealth Creation Coach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rebecca Robertson and Rebecca Robertson - The Wealth Creation Coach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

It's one of the big questions that comes up quite a lot. Clients that I've talked to have lots of different pensions all over the place, they've often forgotten, then they don't know where they are, how much is in them, let alone what their fees are, what their charges are, what they're invested in what the risk profile is, or how much they actually could retire on. It's the ultimate question so listen to the full episode to find out more.

If you are looking to have a general spruce up of your finances, go to https://evolutionfinancialplanning.co.uk/financial-well-being-quiz/ you'll find something called a financial well-being assessment.

This is where we ask you around 10 questions about your finances then send you an assessment summary via email of where you're at and what you could start to prioritise.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 344169029 series 2813348
Content provided by Rebecca Robertson and Rebecca Robertson - The Wealth Creation Coach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rebecca Robertson and Rebecca Robertson - The Wealth Creation Coach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

It's one of the big questions that comes up quite a lot. Clients that I've talked to have lots of different pensions all over the place, they've often forgotten, then they don't know where they are, how much is in them, let alone what their fees are, what their charges are, what they're invested in what the risk profile is, or how much they actually could retire on. It's the ultimate question so listen to the full episode to find out more.

If you are looking to have a general spruce up of your finances, go to https://evolutionfinancialplanning.co.uk/financial-well-being-quiz/ you'll find something called a financial well-being assessment.

This is where we ask you around 10 questions about your finances then send you an assessment summary via email of where you're at and what you could start to prioritise.

  continue reading

100 episodes

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