Do I need financial advice? It’s a question Shelley and Nick are asked a lot. In this episode, they share their experiences of people seeking financial advice and chat about some of the things to consider when working with a financial adviser.

Lifestyle & family goals by Free2

The whole point of saving and investing is to make sure there is money available when you need it. If you do need to sell an investment, you need to make sure you are cashing in the right one, at the right time. In this episode, Nick and Shelley chat about the things to consider.

In this episode, we’re talking about homes, loans and mortgages. In an ideal world, you would have repaid your mortgage before you finish working. If you’re not on track to clear your mortgage before you retire, there are some options to consider.

In this episode, Shelley and Nick talk about your pension. There’s a lot of jargon when it comes to pensions, so they break the subject down into bitesize chunks, focusing on the areas that will be most meaningful.

In this episode, Nick and Shelley talk about the three key areas to consider when asking yourself that important question; how do you see your life? They discuss picturing your life goals, picturing your time, and picturing your money.

What’s this podcast all about? We’re going to be talking about the financial choices you need to make to plan for your future, especially for people aged 55 to 70, who often find themselves with competing financial priorities. Nick and Shelley are not your typical Financial Planners; their meetings usually involve a lot of laughter, but plenty of useful guidance too. In this podcast series, they bring money to life, talking about some of the exciting things your money can enable in life.