The Meaningful Money Personal Finance Podcast

As we approach what I’ll sensitively call later life, our minds turn to two main things, in my experience working with financial planning clients: What if I need care, and how can I best leave what I have left to my family? In today’s show, I’m going to be looking at the main things to know and do to finish well financially.

For most of us, we’re saving and investing towards a given end. Usually, though not always, that end is to be financially free enough not to have to work and to be able to enjoy our money. In today’s episode I want to consider what you need to KNOW and what you need to DO as you enter retirement.

If you’ve been lucky enough to have kids, there will be a time when you have to let them go, and suddenly your time and maybe even your money is a bit more your own, with fewer demands from the family, but a new lifestage is having into view over the horizon…

Likewise, if you don’t have kids, then the same lifestage will also be approaching, but before you get to retirement, whatever that means, you may have a shorter or longer time of having an empty nest. This brings with it some opportunities and threats, and in this session I’l be looking at both.

Loads of financial subjects confuse people; that’s the reason MeaningfulMoney exists. But one common misunderstanding, in particular, is also the source of lots of uninformed political opinions - it’s the student loan system, and that’s what I’m going to try to clear up for everyone today.

Last week there were two, now there are three, or more of you! If and when children come along, it really does change a lot of things for you, in many areas of life! But this is a finance podcast, so I’m going to skip the parts about sleepless nights and endless worry about the future, and instead concentrate on the dosh…