69 - The Couples Conundrum
TRAP: The Real Adviser Podcast
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Dynamic Strategies for Retirement Planning
This chapter explores the differences in retirement financial advice between the UK and the US, particularly the concept of de-risking as retirement approaches. The hosts discuss evolving investment strategies in light of recent changes such as pension freedoms, emphasizing the importance of personalized financial planning and adaptability to individual needs. They also examine the challenges faced by advisors in providing tailored advice amidst regulatory constraints, while infusing humorous commentary and reflections on life and purpose.
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