Description
Today we’re going to talk about Equity Release, and contentious subject for some but a useful tool in financial planning for older folks who are asset-rich, but cash-poor. We’ll recount a couple of real stories from our own experience as advisers and then go over what you need to know and do about using Equity Release for your own financial planning or for your older family members, perhaps.
Shownotes: https://meaningfulmoney.tv/RS9
Today we’re going to look at combining or consolidating pensions - a big subject which we’ll try to do some justice…
Shownotes: https://meaningfulmoney.tv/HB10
What You Need To Know
02:15 Why transfer?
04:47 How the process works.
07:47 Things to watch out for.
14:39 About Defined...
Published 11/27/24
In this episode, we want to look at the financial advice process, and give you the helpful basics that you need to think about if you are considering getting professional financial advice.
Shownotes: https://meaningfulmoney.tv/HB9
What You Need To Know
02:24 Advice vs planning - Advice is...
Published 11/20/24