Retire Well with Wealth of Advice – Details, episodes & analysis

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Retire Well with Wealth of Advice

Wealth of Advice

Education

Frequency: 1 episode/7d. Total Eps: 83

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. Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.

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Apple Podcasts

🇬🇧 Great Britain - education
20/08/2026
#91
🇬🇧 Great Britain - education
19/08/2026
#86
🇬🇧 Great Britain - education
12/08/2026
#92
🇬🇧 Great Britain - education
07/08/2026
#97
🇬🇧 Great Britain - education
24/07/2026
#100
🇬🇧 Great Britain - education
11/07/2026
#77
🇬🇧 Great Britain - education
01/07/2026
#100
🇬🇧 Great Britain - education
17/06/2026
#91
🇬🇧 Great Britain - education
14/06/2026
#92
🇬🇧 Great Britain - education
14/05/2026
#92

Spotify

🇬🇧 Great Britain - education
28/08/2026
#27
→
🇬🇧 Great Britain - education
27/08/2026
#27
↘
🇬🇧 Great Britain - education
26/08/2026
#24
↗
🇬🇧 Great Britain - education
25/08/2026
#25
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https://www.wealthofadvice.co.uk/newsletter-sign-up
50 shares
https://www.retirewellpodcast.co.uk/events
21 shares
https://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth
11 shares

https://www.youtube.com/hashtag/financialplanning
1 share

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RSS feed quality

To improve

Score global : 42%

Publication history

Monthly episode publishing history over the past years.

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Latest published episodes

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42: Equity Release: Smart Planning or Last Resort?

Episode 42

Tuesday, October 21, 2025 • Duration 29:40

In this episode of Retire Well, Matthew and Joe unpack the complexities of equity release — a financial tool that’s shedding its former stigma and gaining traction among retirees. They explore how equity release can support income needs, fund home improvements, or reduce inheritance tax liabilities, while also highlighting the psychological and practical considerations involved. From lifetime mortgages to home reversion plans, they break down the options, discuss the risks, and stress the importance of involving family and seeking regulated advice.

Got a question or scenario you'd like us to cover? Email us at retirewell@wealthofadvice.co.uk or leave a comment below.

TALK TO US

Call us: 0191 384 1008

Email us: retirewell@wealthofadvice.co.uk

Website: www.wealthofadvice.co.uk

SUBSCRIBE TO OUR NEWSLETTER

https://www.wealthofadvice.co.uk/newsletter-sign-up

---

Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.

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41: Blended Retirement: Crafting a Flexible Future

Episode 41

Tuesday, October 14, 2025 • Duration 36:57

In this episode of Retire Well, Matthew and Joe explore the evolving landscape of retirement planning, focusing on the rise of blended retirement strategies. From full retirement to phased and flexible approaches, they unpack how pension freedoms, annuities, defined benefit schemes, and state pensions can be combined to create a tailored retirement plan.

They also dive into:

The pros and cons of early retirement

How to bridge income gaps before state pension age

The role of ISAs, cash buffers, and company shares

Why flexibility and diversification are key to long-term financial wellbeing

Whether you're planning to retire soon or just starting to think about it, this episode offers practical insights to help you make informed decisions and retire with confidence.

📩 Got a question or scenario you'd like us to cover? Email us at retirewell@wealthadvice.co.uk or leave a comment below.

TALK TO US

Call us: 0191 384 1008

Email us: retirewell@wealthofadvice.co.uk

Website: www.wealthofadvice.co.uk

32: Retirement Planning Mistakes to Avoid at 55

Episode 32

Tuesday, August 12, 2025 • Duration 33:58

Are you approaching retirement age and wondering if you're truly ready. financially and psychologically? In this episode of Retail Well, Matthew and Joe dive deep into retirement planning for those around age 55, sharing real-life stories, expert insights, and common mistakes to avoid.✅ Learn about:The psychological vs. financial readiness for retirementDefined benefit vs. flexible pensionsThe Money Purchase Annual Allowance (MPAA) explainedWhy accessing your pension at 55 might not be possibleHow the state pension age and protected pension ages affect your plansTips on avoiding costly pension consolidation errorsWhether you're planning to retire early or just want to make smarter financial decisions, this episode is packed with actionable advice and retirement planning strategies.📬 Got questions? Drop them in the comments or email us at ⁠retirewell@wealthofadvice.co.uk⁠ for a chance to be featured in future episodes!--TALK TO USCall us: 0191 384 1008Email us: retirewell@wealthofadvice.co.ukWebsite: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.

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31: Redundancy & Retirement: Smart Planning for Your Future

Episode 31

Tuesday, August 5, 2025 • Duration 28:28

In this episode of the Retire Well podcast, Matthew and Joe dive deep into the topic of redundancy planning and how it intersects with your pension and retirement strategy. With redundancy rates rising across the UK, it's more important than ever to understand your options—whether you're facing voluntary or compulsory redundancy.🔍 Topics Covered:What redundancy means for your pensionStatutory vs enhanced redundancy paymentsTax implications and planning opportunitiesUsing redundancy to transition into retirementSalary sacrifice and pension contributionsPsychological impact and lifestyle considerationsBenefits eligibility and NI contributionsListener Q&A: Can I use my pension after redundancy?💡 Whether you're approaching retirement or navigating a sudden career change, this episode offers practical advice and thoughtful insights to help you make informed decisions.📬 Got questions? Drop them in the comments or email us at ⁠retirewell@wealthofadvice.co.uk⁠ for a chance to be featured in future episodes!--TALK TO USCall us: 0191 384 1008Email us: retirewell@wealthofadvice.co.ukWebsite: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.

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30: Low-Risk Investing in Retirement

Episode 30

Tuesday, July 29, 2025 • Duration 32:42

In this episode of Retire Well, Matthew and Joe tackle a listener's question about low-risk investment options in retirement. But they go far beyond just cash savings, exploring the hidden risks of inflation, longevity, and opportunity cost. From FSCS protection and premium bonds to multi-asset funds and annuities, they break down the pros and cons of each approach. Whether you're risk-averse or just looking to make smarter decisions with your retirement pot, this episode offers practical insights to help you balance safety, growth, and peace of mind.

📬 Got questions? Drop them in the comments or email us at retirewell@wealthofadvice.co.uk for a chance to be featured in future episodes!

TALK TO US

Call us: 0191 384 1008

Email us: retirewell@wealthofadvice.co.uk

Website: www.wealthofadvice.co.uk

SUBSCRIBE TO OUR NEWSLETTER

https://www.wealthofadvice.co.uk/newsletter-sign-up

---

29: Retirement Planning for Couples - Tax-Efficiency & Emotional Readiness

Episode 29

Tuesday, July 22, 2025 • Duration 31:48

In Episode 29 of Retire Well, Matthew and Joe dive deep into the essentials of retirement planning for couples, covering both the financial strategies and psychological considerations that shape a successful retirement journey.🔍 Topics Covered:

Understanding the nil rate band and residence nil rate band
Estate planning and inheritance tax strategiesThe importance of joint financial planning and cash flow modelling
Navigating unequal pension pots and spousal transfersLeveraging state pension top-ups and National Insurance credits
Exploring annuities, marriage allowance, and tax-free cash options
Balancing retirement goals when partners have different timelines or risk profiles

💡 Whether you're approaching retirement or just starting to plan, this episode offers practical insights and actionable tips to help couples align their financial futures and make informed decisions together.📬 Got questions? Drop them in the comments or email us at retirewell@wealthofadvice.co.uk for a chance to be featured in future episodes!--TALK TO USCall us: 0191 384 1008Email us: retirewell@wealthofadvice.co.ukWebsite: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.

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28: Retirement Planning for Business Owners: Pensions, Protection & Tax Tips

Episode 28

Tuesday, July 15, 2025 • Duration 29:21

In this episode of Retire Well, Matthew and Joe dive deep into the unique challenges and opportunities business owners face when planning for retirement. Whether you're self-employed or a limited company director, this conversation is packed with practical advice on:Why relying solely on your business as your pension might be riskyHow to build a safety net and plan for income variabilityPension strategies for tax efficiency and long-term growthProtection planning: income protection, life insurance, and critical illness coverExtracting money from your business the smart way—salary, dividends, and director’s loansUsing pensions to invest in commercial propertyContingency planning and what happens to your business when you’re goneIf you're a business owner looking to retire well, this episode is a must-listen. Don’t forget to like, comment, and subscribe for more expert financial insights every week!🔔 Subscribe for more episodes📩 Got questions? Drop them in the comments or reach out to us directly!--TALK TO USCall us: 0191 384 1008Email us: retirewells@wealthofadvice.co.ukWebsite: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.

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27: Investing for Children & Grandchildren: ISAs, SIPPs, Trusts & Legacy Planning

Episode 27

Tuesday, July 8, 2025 • Duration 32:38

In Episode 27 of the Retire Well podcast, Matthew and Joe dive deep into one of the most frequently asked questions from clients: How can I invest for my children or grandchildren and leave a lasting legacy?This episode is packed with practical advice and financial planning strategies, including:✅ Understanding gifting allowances and the 7-year inheritance tax rule✅ Junior ISAs vs. Junior SIPPs – which is right for your family?✅ Lifetime ISAs for first-time buyers✅ The pros and cons of paying off student loans✅ Using trusts and offshore bonds for long-term wealth transfer✅ Bloodline protection and tax-efficient estate planning✅ Why financial education is key to successful intergenerational wealthWhether you're a parent, grandparent, or just planning ahead, this episode offers clear, jargon-free guidance to help you make informed decisions.📌 Have a question or topic you'd like us to cover? Drop it in the comments!🔔 Don’t forget to like, subscribe, and hit the bell for more weekly episodes.--TALK TO USCall us: 0191 384 1008Email us: enquiries@wealthofadvice.co.ukWebsite: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.

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26: Tax-Efficient Investing for High Earners: Pension Strategies, Investment Bonds & VCTs Explained

Episode 26

Tuesday, July 1, 2025 • Duration 32:52

Are you earning over £100,000 and wondering how to make your money work smarter, not harder? In this episode of Retire Well, Matthew and Joe break down the most effective tax-efficient investment strategies for high earners in the UK. From pension contributions and salary sacrifice to investment bonds, VCTs, EIS, and more — this is your essential guide to keeping more of what you earn.🔍 Topics Covered:Pension traps for high earnersSalary sacrifice and national insurance savingsInvestment bonds (onshore vs offshore)Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS)Carry forward rules and tapered annual allowanceFamily financial planning and spousal contributions💬 Got questions or jargon you’d like explained? Drop a comment and we’ll cover it in a future episode!--TALK TO USCall us: 0191 384 1008Email us: enquiries@wealthofadvice.co.ukWebsite: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.

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25: NHS Pension Explained: What Every NHS Worker Needs to Know in 2025

Episode 25

Tuesday, June 24, 2025 • Duration 32:55

In this episode of Retire Well, Joe and Matthew take a deep dive into the NHS Pension Scheme—the UK’s largest defined benefit pension. Whether you're a nurse, doctor, GP, or NHS support staff, understanding your pension is crucial for planning a secure retirement.We break down:The differences between the 1995, 2008, and 2015 schemesHow your pension is calculated (final salary vs. career average)Contribution rates and tax reliefEarly retirement options and how they affect your pensionThe McCloud Remedy and what it means for your benefitsAdditional ways to boost your pension with AVCs and buyoutsHow to check your pension and avoid common pitfallsWhether you're just starting your NHS career or approaching retirement, this guide will help you make informed decisions about your financial future.👉 Don’t forget to like, subscribe, and leave your questions in the comments!#RetireWell #PensionPlanning #TaxFreeCash #RetirementAdvice #FinancialPlanning #Annuities #DefinedBenefit #DrawdownStrategy--TALK TO USCall us: 0191 384 1008Email us: enquiries@wealthofadvice.co.ukWebsite: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.

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Retire Well with Wealth of Advice – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Retire Well with Wealth of Advice – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other9

Youtube3

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Other9

Youtube3

Amazon1

Apple Podcasts

Spotify