The Final Year Before Retirement: What You Can't Afford to Skip

The Final Year Before Retirement: What You Can't Afford to Skip

Download the Companion Notes to The Retirement Course

https://ko-fi.com/s/0cba536c01

Direct links to each part of the course are shown below:

01 Your Retirement Vision - https://youtu.be/0fpNLnnIMJQ

02 Retirement Milestones - https://youtu.be/ZbmXYu9Emgs

03 Emergency Funds - https://youtu.be/gM1RGKPp3XU

04 Managing Debt - https://youtu.be/pzuGa7CjR6M

05 Budgeting in Retirement - https://youtu.be/H8o2kaAuhDI

06 Understanding Pensions - https://youtu.be/m5XB8V3Ibpw

07 Investment Strategies - https://youtu.be/9aQJk6KSr_c

08 Managing Risk - https://youtu.be/Q32mfABflLk

09 Protected Pension Age - https://youtu.be/I1h484K61y8

10 Health in Retirement - https://youtu.be/H7S5arQPZvw

11 Retirement Benefits - https://youtu.be/QXoYO-sqapg

12 Inheritance Tax - https://youtu.be/8R-Z18qFpXw

13 Tax in Retirement - https://youtu.be/_P0q21G1vZE

14 Lifestyle Design - https://youtu.be/7Wv5RysCwiE

15 Staying Active in Retirement - https://youtu.be/BAXws2nzEqc

16 Create a Plan - https://youtu.be/qjsA7uNxy_Y

Retiring is a massive milestone, but the final year can easily feel overwhelming with so much to organise. What if you could take the stress out of the transition and turn it into a simple, step-by-step checklist?

In this video, we break down your entire retirement preparation into a structured 12-month countdown timetable. From gathering your pension statements and creating a retirement budget 12 months out, to paying down high-interest debt and adjusting your investment strategy at the 8-month mark, right down to final paperwork and emergency funds in your final month—this guide ensures you arrive at retirement feeling confident, prepared, and ready to embrace your next chapter.

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Episoder(103)

Retirement Isn't About Money—It's About This - Retirement Planning UK

Retirement Isn't About Money—It's About This - Retirement Planning UK

Download the Companion Notes to The Retirement Course https://ko-fi.com/s/0cba536c01 Direct links to each part of the course are shown below: 01 Your Retirement Vision - https://youtu.be/0fpNLnnIMJQ ...

17 Aug 7min

Should Wealthy Pensioners Give Their State Pension Back?

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Full video. ​https://youtu.be/NUmiEuxujlUDo you need to claim the UK State Pension? Many people believe their National Insurance contributions act like a private savings pot, but the reality of the UK...

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Full video at https://youtu.be/EGm0i3hnSlACan you lose your identity when you stop working? In this video, I visit Liverpool to share the cautionary and inspiring story of "Mark," a corporate professi...

14 Jul 15min

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This podcast explores the often-overlooked emotional and social challenges of transitioning into retirement. Through the story of Andy, learn why solitary projects and DIY goals can sometimes lead to ...

12 Jul 13min

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16 Jun 8min

I ruined my podcast

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I have made a right mess of this channel, it is not turned out the way I had planned.Watch at https://youtu.be/xxGZ3q7gm9k

6 Jun 11min

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