114 The 9 Accelerators of Successful Retirement Planning – Lifetime Financial Forecasting

Before Christmas, we released the first episode of a new series called The 9 Accelerators of Successful Retirement Planning. The series will cover all 9 steps of our Retirement Success Programme which include: Lifetime Financial Forecasting, Minimising Lifetime Tax, Protecting your Legacy, Estate Planning, Care Funding, Well-Crafted Investments, Asset Allocation, and Staying on Track. In this first episode we discussed the importance of considering our life priorities.   In this episode my wife and business partner, Kathy, is back in the interviewer’s chair to ask me about the second of the 9 accelerators, Lifetime Financial Forecast In the conversation, I chat about why we should all start financially planning for our retirement, what a plan should include and start pointing you in the direction of how you can start a plan. Tune in to hear how anyone can start planning for their retirement.