Retire Well with Wealth of Advice
Wealth of AdviceAn educational podcast which focuses on helping you Retire Well, brought to you by Financial Planners at Wealth of Advice. We'll chat about our own experiences with clients, how we helped with their retirement journey and what you need to know to make sure you can Retire Well. Insights on pensions, investments, retirement plans and more, Retire Well hopes to make your retirement dreams a reality. ... more
| Publishes | Weekly | Episodes | 56 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||
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Latest Episodes
Investing can often feel complicated, intimidating, or even risky. But in reality, long-term investing is less about predicting markets and more about understanding how they work.
This episode marks the start of a new four-part Investment Basics mi... more
Join us for a special live‑recorded episode of Retire Well with Wealth of Advice, captured at our recent client conference with over 100 attendees.
In the first half, Matthew and Joe break down what the real value of financial advice looks like toda... more
This week, Matthew and Joe wrap up the Pension Basics mini‑series by applying the key concepts to five practical retirement scenarios. From small‑pot withdrawals and early DB pension decisions to partial annuities, safe withdrawal rates, and househol... more
In this episode of Retire Well, Matthew and Joe break down two of the most important sources of guaranteed income in retirement: the State Pension and annuities.This is part three of the Pension Basics mini‑series, following episodes on Defined Contr... more
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Reviews
- Informative
An interesting and informative podcast with two knowledgeable financial advisors. My criticism, however, is that the focus is very much on potential clients who are perhaps wealthier than the average person. For example their recent podcasts gave hypothetical scenarios for people with 400 - 600k pension pots. I would guess that most people nearing retirement have nowhere near that in their pensions. It would be nice to hear other scenarios where people have perhaps half that - with investment st... more
Apple Podcasts5Milk Moniter
United Kingdom13 days ago - Super!
I am a Chartered Financial Planner and love the podcast. Very informative and relevant for private individuals out there listening.
Apple Podcasts5HRDSimsUnited Kingdom3 months ago
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Apple Podcasts | #212 | United Kingdom/Education |
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| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
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Retire Well with Wealth of Advice launched 5 months ago and published 56 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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