
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
| Publishes | Weekly | Episodes | 73 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||

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
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
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
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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.
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
I am a Chartered Financial Planner and love the podcast. Very informative and relevant for private individuals out there listening.
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Apple Podcasts | #234 |
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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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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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