Whether you’re heading towards retirement, just about to retire, or already in retirement, you will face crucial decisions about how to organise your income.

In this Tony Talks Wealth episode, I share the six steps you need to take in order to secure your retirement income.

Key Takeaways

  • When appraising our retirement income needs, we must consider factors such as assets, liabilities, current income and expenditure.

  • We must be brave enough to answer the hard questions when it comes to planning. For instance, if we have a partner, are they adequately protected in the event of your death?

  • Consider the date of your planned retirement and how old you will be. The earlier you retire, the more income you will need.

  • If utilising asset-backed investments do they support your needs? Consider the impact of personal side pensions or investment portfolios carefully, and always take professional advice.

Would you like to discuss securing your retirement income? Get started with a free 30 minute call:

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