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I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us, please follow this link: https://go.novawm.com/getintouch

This is the third video in this retirement planning series, the first two are:

If you ever plan on retiring you need to watch this
   • If you ever plan on retiring you need...  

All good retirement plans start here - Step 1
   • All good retirement plans start here ...  



The software used in this video is called Timeline, it’s built for financial planners to use with their clients but you can sign up for the free 30 day trial and give it a go yourself. https://www.timelineapp.co/

Guyton's Guardrails
https://cornerstonewealthadvisors.com...

DISCLAIMER:
This channel is for education purposes only and does not constitute financial advice - James is not responsible for investment actions taken by viewers. Please seek out a regulated advisor if you require assistance (while James is a financial adviser, he does not provide advice through his Youtube Channel, which is not affiliated with his employer).

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0:00 Intro
2:37 Ben & Alice (Planning example)
3:35 Intro to Timeline
6:01 Risk
7:15 Realistic Cashflows
8:21 Variable Withdrawal Rates
13:08 Part Time Work