In this podcast, we talk about the financial choices you need to make to plan for your future. It's especially for people aged 55 to 70, as they prepare for their retirement. Hosted by Chartered Financial Planners Nick Bamford and Shelley McCarthy from Informed Choice.
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.
29 Jul 2020
Lifestyle & family goals
Lifestyle & family goals by Free2
29 Jul 2020
Savings & Investments
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.
29 Jul 2020
Homes, Loans, Mortgages
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.
29 Jul 2020
My pension
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.
29 Jul 2020
How do you see your life?
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.
29 Jul 2020
Life over 55
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.
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