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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

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Retire Well with Wealth of Advice

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by Wealth of Advice

76 episodes

Updated Daily

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Podcast Overview

An 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. Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.

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Publishing Since

1/7/2025

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Recent Episodes

June 30, 2026

76: How to Use Your Tax Free Cash in Retirement

Tax-free cash is one of the most talked-about features of pensions—but are you using it the right way?In this episode of Retire Well, Matthew and Joe break down common misconceptions and explore smarter, more strategic ways to use your pension’s tax-free cash. From improving tax efficiency to boosting long-term wealth and even supporting inheritance planning, how and when you access your money can have a huge impact on your retirement.We cover:<ul><li>Why you don’t have to take your tax-free cash all at once</li><li>How to use it as a tax-efficient income stream</li><li>When taking a lump sum actually makes sense</li><li>Strategies for reinvesting tax-free cash wisely</li><li>The role tax-free cash can play in gifting and estate planning</li><li>Key differences between defined contribution and defined benefit pensions</li><li>Important considerations around age 75 and inheritance tax</li></ul> If you’re approaching retirement or already there, this episode will help you make more informed decisions and avoid costly mistakes.--CHAPTERS:00:00 - Introduction03:24 - Don't Tax Your Tax-Free Cash Immediately05:42 - Defined Benefit vs Defined Contribution Tax-Free Cash09:45 - Using Your Tax-Free Cash As Income14:21 - Reinvesting Your Tax-Free Cash23:00 - Gifting Your Tax-Free Cash24:54 - Planning Before Age 7527:00 - Listener's Question--TALK TO USCall us: <a href="tel:0191 384 1008" target="_blank" rel="noopener noreferer">0191 384 1008</a>Email us: <a href="mailto:retirewell@wealthofadvice.co.uk" target="_blank" rel="noopener noreferer">retirewell@wealthofadvice.co.uk</a>Website: <a href="www.retirewellpodcast.co.uk" target="_blank" rel="noopener noreferer">www.retirewellpodcast.co.uk</a>--SUBSCRIBE TO OUR NEWSLETTER<a href="www.retirewellpodcast.co.uk" target="_blank" rel="noopener noreferer">www.retirewellpodcast.co.uk</a>---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.

June 23, 2026

75: Do You Really Need a Financial Planner? When, Why & How to Choose One

Thinking about getting financial advice but unsure where to start? In this episode of Retire Well, Matthew and Joe break down exactly when you might need a financial planner, the value they bring, and how to choose the right one for you. They tackle common misconceptions (hint: it’s not just about picking investments), explain how financial planning can help you avoid costly mistakes, and explore why advice can be just as crucial when spending your money in retirement as it is when building it. You’ll also learn: The key life stages where advice can make the biggest impactHow financial planning goes beyond investments to focus on your goalsWhy some people wish they’d sought advice earlierWhat to look for when choosing a trustworthy financial plannerHow fees work—and what you’re actually paying for Whether you’re just starting to build wealth, approaching retirement, or wondering if you’re on the right track, this episode will help you decide if financial advice is right for you. -- CHAPTERS: 00:00 - Introduction05:48 - When do you need financial advice?17:28 - What is the financial planning process?22:23 - How to choose a Financial Planner27:40 - What does financial planning cost?30:50 - Quickfire Questions -- TALK TO US Call us: <a href="tel:0191 384 1008" target="_blank" rel="noopener noreferer">0191 384 1008</a>Email us: <a href="mailto:retirewell@wealthofadvice.co.uk" target="_blank" rel="noopener noreferer">retirewell@wealthofadvice.co.uk</a>Website: <a href="www.retirewellpodcast.co.uk" target="_blank" rel="noopener noreferer">www.retirewellpodcast.co.uk</a> -- SUBSCRIBE TO OUR NEWSLETTER <a href="www.retirewellpodcast.co.uk" target="_blank" rel="noopener noreferer">www.retirewellpodcast.co.uk</a> --- Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.

June 16, 2026

74: Pensions are Changing - What the New Inheritance Tax Rules Mean For You

Pensions have long been one of the most tax-efficient ways to pass on wealth—but major rule changes coming in 2027 are set to shake that up. In this episode, Matthew and Joe break down how pensions currently fit into estate planning, what’s changing, and why it could significantly impact how (and when) you use your retirement savings. From the “first in, last out” strategy to the risk of double taxation, they explore the real implications for your long-term financial plan. They also discuss practical strategies to navigate the changes, including spending, gifting, trusts, insurance, and planning across generations—helping you balance retirement income with leaving a legacy. Whether you’re approaching retirement or already there, this episode will help you understand what’s coming—and how to plan with confidence. 📩 Got questions or want help with your own retirement plan? Email us at: <a href="mailto:retirewell@wealthofadvice.co.uk" target="_blank" rel="noopener noreferer">retirewell@wealthofadvice.co.uk</a> -- SIGN UP FOR OUR LIVE Q&A <a href="https://www.retirewellpodcast.co.uk/events" target="_blank" rel="noopener noreferer">https://www.retirewellpodcast.co.uk/events</a> -- CHAPTERS: 00:00 - Introduction02:30 - What are the rules?11:36 - How to fix it22:06 - Loan Trust24:33 - Discounted Gift Trust26:04 - Business Relief26:59 - Gifting31:32 - Listeners Question -- TALK TO US Call us: <a href="tel:0191 384 1008" target="_blank" rel="noopener noreferer">0191 384 1008</a>Email us: <a href="mailto:retirewell@wealthofadvice.co.uk" target="_blank" rel="noopener noreferer">retirewell@wealthofadvice.co.uk</a>Website: <a href="www.retirewellpodcast.co.uk" target="_blank" rel="noopener noreferer">www.retirewellpodcast.co.uk</a> -- SUBSCRIBE TO OUR NEWSLETTER <a href="www.retirewellpodcast.co.uk" target="_blank" rel="noopener noreferer">www.retirewellpodcast.co.uk</a> --- Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.

76 total episodes available

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Retire Well with Wealth of Advice?: An 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.

Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: No, this podcast does not typically feature guests.

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