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Episode 15: One Size Doesn’t Fit All: Crafting Your Income Plan in Retirement
Manage episode 481153940 series 3553421
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In this episode of The Finance Geeks, Warren Shute and Paul Cleworth roll out the measuring tape on retirement income planning—proving that the best strategies are tailored to fit, not pulled straight off the rack. They explore how personalised planning, shaped around an individual’s goals, mindset, and spending habits, leads to a more comfortable financial future.
From refining the classic 4% rule to cutting through the complexity of gilt yields, annuities, and long-term cash flow, they show how every element of a client’s retirement plan needs to be carefully stitched together. They also highlight why life’s richest returns come not just from wealth, but from well-made choices that support freedom and fulfilment.
Because when it comes to retirement, it’s not about following the standard pattern—it’s about creating a plan that fits perfectly.
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Chapters: 0:00 - Intro
7:45 - One Size Doesn’t Fit All: Crafting Your Income Plan in Retirement
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Show Notes:
Mrs Doubtfire Musical | Official UK Site – Mrs Doubtfire The Musical
https://mrsdoubtfiremusical.co.uk/
What's On: Featured - Royal Albert Hall
https://www.royalalberthall.com/tickets
Beyond The 4% Rule - Abraham Okusanya’s book
https://www.amazon.co.uk/Beyond-4-Rule-retirement-portfolios/dp/1985721643
Sustainable withdrawal rates in retirement: The importance of customization
https://corporate.vanguard.com/content/dam/corp/research/pdf/sustainable_withdrawal_rates_in_retirement.pdf
A guide to retirement withdrawal strategies | Vanguard
https://investor.vanguard.com/investor-resources-education/article/retirement-withdrawal-strategies
Show clients that, yes, they can spend more in retirement
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This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
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