Greetings hope life is good. In this week’s episode, we are back with another interview. This week we chat with John Swolfs. 

John is kinda unlike a lot of the interviews we’ve done in the past when it comes to people from the world of financial services. John is an organiser of a lot of events. He is organising the Future Proof Festival in September of this year, which happening in California. 

He is originally from America and has worked with Blackrock and Barclay’s Global. He was the CEO and Vice President of Inside ETFs, so has a depth of knowledge about ETFs. And he is now the CEO of Advisor Circle. 

He brings a real cutting edge view and outlook on things. Which is something that we probably haven’t had before. 

We touch on:

• ETFs
• Bitcoin
• Advisors
• Financial planning

He is a really interesting guy and I do hope that you find it an interesting conversation and that you get some nuggets from it. 

Thanks,

Paddy

Future Proof Festival: Home - Future Proof (advisorcircle.com)

John Swolfs: John Swolfs | LinkedIn

Financial Media Executives Matt Middleton, Josh Brown, John Swolfs, Barry Ritholtz and Matt Hougan Announce ‘Future Proof,’ a Groundbreaking New Wealth Festival | Business Wire

One of the biggest concerns for most people as they approach retirement is ‘Have we enough to retire?’

One of the biggest concerns for most people as they approach retirement is ‘Have we enough to retire?’. There are a lot of variables (which we will outline shortly), but one of the most significant over the course of a three-decade retirement is the amount that we will spend. This week we share:

• The variables to consider when exploring the question, ‘Have we enough to retire?’
• The latest research on how our spending changes in retirement
• Some practical things to help you achieve positive long term outcomes

Finally, here are a couple of handy tools and insights that might help you in your own planning.

• Calculate your tax: free online calculator here PWC Income Tax Calculator
• CCPC Budget and Spending Tools here
• Our interview with Fritz Gilbert on the ‘non-financial aspects of retirement that many people miss‘
• Our ‘When To Take My Pension‘ Article
• Our ‘Investing In Later Life‘ Article
• Economic & Social Research Institute Report On Spending In Retirement
• Our Services for those approaching retirement

Thanks,

Paddy

Hope you are well, hope all is good. We are back with part 3 of our listener’s journey with William Lacey.

William has been sharing his journey with us as he transitions from full-time employment and his concerns, his hopes, and considerations for the future.

In today's episode, William shares his progress on the following three areas:

• His financial arrangements
• Decisions on how to successfully exit his business
• Considerations on where to reside, and what interests to pursue

Thanks,

Paddy.

Award-winning Blogger and successful recent retiree Fritz Gilbert shares with us the financial and non-financial aspects of planning and executing a successful retirement.

Fritz discusses:

• Financial ‘Bucket’ strategy to manage their finances
• The 90/10 Rule of Retirement
• Finding purpose and structure once you pass the ‘start line’
• The importance of having freedom and choice in retired years
• How to ensure you will ‘have enough’ money to retire

Thanks,

Paddy.