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How to not run out of money in retirement
Manage episode 480665988 series 3468521
What if the market crashes or a recession hits just as you stop working — could you afford it? Financial planner George Agan breaks down the risks many people overlook when planning for retirement. We discuss how much you might really need, why rules of thumb like the 4% rule can fall short, and what to do if returns don’t go as expected.
🗝️ Want George's help planning your retirement?
You can email him here: [email protected]
This is his firm: https://fcadvice.co.uk/about-us/meet-the-team/george-agan/
🤝 Get 1:1 advice or guidance from our financial adviser service
https://makingmoney.email/financial-advisors-audio
🎉Sponsors
MoneyWeek Magazine - Try it for free:
https://moneyweek.com/money
TaxZap - Do your tax return / self-assessment:
https://makingmoney.email/taxzap
Vanta - Get your company secure and compliant: https://vanta.com/makingmoney
Odoo - Apps to run your business: https://www.odoo.com/r/MM1
–
If you purchase a product or service using one of the links above (including George's firm), we may receive a commission. There will be no additional charge for you. Remember investments can fall and rise - and past performance is no guarantee of future results. Other fees may apply. Your money is at risk.
This is not financial advice. The reason it’s not financial advice is because it’s not tailored to you. We explain the principles of building wealth but if you want personalised advice, it’s worth speaking to a financial advisor. As with everything financial, please do your own research. We really encourage that because no one cares more about your money than you and if you learn the basics then it will change your life.
134 episodes
Manage episode 480665988 series 3468521
What if the market crashes or a recession hits just as you stop working — could you afford it? Financial planner George Agan breaks down the risks many people overlook when planning for retirement. We discuss how much you might really need, why rules of thumb like the 4% rule can fall short, and what to do if returns don’t go as expected.
🗝️ Want George's help planning your retirement?
You can email him here: [email protected]
This is his firm: https://fcadvice.co.uk/about-us/meet-the-team/george-agan/
🤝 Get 1:1 advice or guidance from our financial adviser service
https://makingmoney.email/financial-advisors-audio
🎉Sponsors
MoneyWeek Magazine - Try it for free:
https://moneyweek.com/money
TaxZap - Do your tax return / self-assessment:
https://makingmoney.email/taxzap
Vanta - Get your company secure and compliant: https://vanta.com/makingmoney
Odoo - Apps to run your business: https://www.odoo.com/r/MM1
–
If you purchase a product or service using one of the links above (including George's firm), we may receive a commission. There will be no additional charge for you. Remember investments can fall and rise - and past performance is no guarantee of future results. Other fees may apply. Your money is at risk.
This is not financial advice. The reason it’s not financial advice is because it’s not tailored to you. We explain the principles of building wealth but if you want personalised advice, it’s worth speaking to a financial advisor. As with everything financial, please do your own research. We really encourage that because no one cares more about your money than you and if you learn the basics then it will change your life.
134 episodes
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