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Retire Well with Wealth of Advice

Wealth of Advice
Pensions
Pension
Retirement
Retirement Planning
Estate Planning
Individual Savings Account (ISA)
Inheritance Tax
Investing
State Pension
Investment Strategy
Retirement Living Standards
Inflation
Tax Relief
Compounding
General Investment Account (GIA)
Individual Savings Accounts
Tax Year End
Psychology
Gifting
Defined Benefit Pensions

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. ... more

PublishesWeeklyEpisodes73Founded9 months ago
Number of ListenersCategory
Education

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Artwork for Retire Well with Wealth of Advice

Latest Episodes

Are annuities really “rubbish” — or are they making a comeback?

In this episode of Retire, Matthew and Joe break down everything you need to know about annuities, from how they work to who they’re actually suited for in today’s retirement landscape.... more

Brexit. COVID. Inflation. Market crashes.

The last decade has been anything but normal… but what does it actually mean for your pension?

In this episode, we break down:

✅ How markets have really performed (despite the chaos)

✅ The biggest pension... more

YouTube

Most people have NO idea how much they actually spend…And that’s the biggest mistake when planning retirement.In this episode, we break down:✅ How to calculate your real retirement budget✅ Why your current spending might be wrong by 10–30%✅ The bigge... more

YouTube

What happens when life throws your retirement plan off track?

In this episode, Matthew and Joe from Wealth of Advice break down the real-life events that can derail even the most carefully thought-out retirement plans — and more importantly, how to ... more

YouTube

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Hosts

Matthew
Host of Retire Well episodes, co-hosting and guiding discussions, Chartered Financial Planner, affiliated with Wealth of Advice
Joe
Co-host, provides specialist retirement planning insights, host of Retire Well episodes, Chartered Financial Planner

Reviews

5.0 out of 5 stars from 9 ratings
  • Great podcast

    I’m in the twilight years of my working life and starting to plan my future retirement. This podcast is very informative and helpful, and also reassuring that I have enough. Made me think of things I hadn’t considered.

    Apple Podcasts
    5
    Blue tree54
    United Kingdoma month ago
  • Informative

    An interesting and informative podcast with two knowledgeable financial advisors. My criticism, however, is that the focus is very much on potential clients who are perhaps wealthier than the average person. For example their recent podcasts gave hypothetical scenarios for people with 400 - 600k pension pots. I would guess that most people nearing retirement have nowhere near that in their pensions. It would be nice to hear other scenarios where people have perhaps half that - with investment st... more

    Apple Podcasts
    5
    Milk Moniter
    United Kingdom4 months ago
  • Super!

    I am a Chartered Financial Planner and love the podcast. Very informative and relevant for private individuals out there listening.

    Apple Podcasts
    5
    HRDSims
    United Kingdom7 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some feedback suggests broader scenarios for lower pension pots would help a wider audience.
Audience finds expert insights and clear frameworks valuable for complex planning decisions.
Listeners appreciate the accessible, practical retirement guidance and real-world examples.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#234
United Kingdom/Education

Talking Points

Recent interactions between the hosts and their guests.

70: What Happens When Your Retirement Plan Goes Wrong?
Q: Is this podcast really aimed at someone in a lower savings bracket, like a single mother in her 50s with modest assets?
They reassure that the planning principles are transferable and offer initial steps to adapt the plan, showing that purposefully adjusting contributions and addressing gaps can still lead to a realistic path to retirement.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Retire Well with Wealth of Advice

What is Retire Well with Wealth of Advice about and what kind of topics does it cover?

Two financial planners host practical, client-focused discussions around retirement: navigating pensions, investments, tax wrappers, and income strategies to build sustainable retirements. Episodes blend real-world case studies with clear frameworks and actionable steps, emphasizing long-term planning, flexibility, and staying informed about evolving rules. Noteworthy is the emphasis on marrying steady cash-flow planning with protection and estate considerations, all delivered in an approachable UK context by Chartered Financial Planners who frequently reference client experiences and market dynamics. The show aims to help listeners of varying pots and life stages determine smart, attainable paths to retiring Well while avoiding common plan... more

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1. The Meaningful Money Personal Finance Podcast
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5. Which?

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Retire Well with Wealth of Advice launched 9 months ago and published 73 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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