Watch our free Nutmeg webinar where financial planner Chris Liebetrau breaks down the benefits of retirement planning. He explains what you need to consider, the benefits of cashflow planning, and runs through a case study with different scenarios. You can find out more about retirement planning at Nutmeg here: https://www.nutmeg.com/guidance/financial-guidance/retirement-planning-and-advice.
The presentation is provided to you solely for information purposes and does not constitute advice or recommendation to invest in any Nutmeg portfolios or other financial instruments. All information provided is not tailored to the needs of any individuals, your eligibility and suitability for any investment or tax wrapper should always assessed relative to your personal circumstances, and of course is subject to change. The information should be used as an aid to decision making and not a guide to investing. And as with all investing, your capital is at risk – that means the value of your portfolio can down, as well as up, and you may get back less than you invest.
Chapters:
00:00-2:09: Welcome and disclaimers
2:11-8:21: What is retirement planning?
8:22-9:44: The benefits of cashflow planning
10:45-21:22: Case study - cashflow planning scenarios
21:23-22:41: What else to consider in retirement planning
22:42-27:31: Sensible drawdown strategies - The bucket theory
27:33-29:51: Key takeaways
29:52-46:27: Wrap up and Q&A