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79. How to start a pension (pension mini series 1)
Manage episode 363420028 series 3011006
Ready to take charge of your future? In this power-packed episode of the Women & Money Cafe we unveil the ultimate guide to starting a pension and securing a rock-solid retirement plan. If you've been wondering where to begin, this is the episode you can't afford to miss!
We break down the daunting task of starting a pension into simple, actionable steps. From unravelling the complex jargon to providing practical advice, this episode leaves no stone unturned. We dive deep into the different types of pension plans available, whether it's a personal pension, a self-invested personal pension (SIPP), or a robo pension. Discover the pros and cons of each option and choose the one that works for you.
But it doesn't stop there! We unveil strategies for determining the ideal contribution amounts and tips for maximizing your pension contributions, ensuring you're on track to achieve the retirement lifestyle you've always dreamed of.
We also address the burning questions you might have about pensions. Say goodbye to confusion and gain the clarity you need to make informed decisions about your pension.
The episode wraps up with a discussion on monitoring and adjusting your pension plan as life evolves. We shed light on the importance of regular reviews, ensuring your pension remains aligned with your changing circumstances and aspirations.
Compound interest calculator to see how £50 can grow!
Money Helper pension calculator
And if you want the spreadsheet, drop Julie a message.
YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.
Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS:
Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.
Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement.
LinkedIn | Instagram | Facebook
✅ And if you enjoyed the show, please leave us a review.
We genuinely love hearing your questions and feedback.
So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
129 에피소드
Manage episode 363420028 series 3011006
Ready to take charge of your future? In this power-packed episode of the Women & Money Cafe we unveil the ultimate guide to starting a pension and securing a rock-solid retirement plan. If you've been wondering where to begin, this is the episode you can't afford to miss!
We break down the daunting task of starting a pension into simple, actionable steps. From unravelling the complex jargon to providing practical advice, this episode leaves no stone unturned. We dive deep into the different types of pension plans available, whether it's a personal pension, a self-invested personal pension (SIPP), or a robo pension. Discover the pros and cons of each option and choose the one that works for you.
But it doesn't stop there! We unveil strategies for determining the ideal contribution amounts and tips for maximizing your pension contributions, ensuring you're on track to achieve the retirement lifestyle you've always dreamed of.
We also address the burning questions you might have about pensions. Say goodbye to confusion and gain the clarity you need to make informed decisions about your pension.
The episode wraps up with a discussion on monitoring and adjusting your pension plan as life evolves. We shed light on the importance of regular reviews, ensuring your pension remains aligned with your changing circumstances and aspirations.
Compound interest calculator to see how £50 can grow!
Money Helper pension calculator
And if you want the spreadsheet, drop Julie a message.
YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.
Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS:
Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.
Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement.
LinkedIn | Instagram | Facebook
✅ And if you enjoyed the show, please leave us a review.
We genuinely love hearing your questions and feedback.
So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
129 에피소드
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