Description

One of the most important parts of designing your lifestyle plan is to visualise the future you wish to achieve. In this week's show, Tony talks you through why this element of retirement planning is so crucial to the outcome you'll achieve.

KEY TAKEAWAYS

• Reaching a state of financial wellbeing is when we get to the point in our lives where we have a sufficient level of income for our lifestyle needs.
• We should never discount the fact that emergencies arise from time to time. We must endeavour to ensure that we have adequate finances in place to deal with these periods.
• Budget plans can help us to keep control of our spending. Consider outgoings carefully, but also ensure that our family is well-protected.
• Look for ways to grow your wealth over time. Take professional advice in these matters. We should always seek to grow our money, and never let it stagnate.

BEST MOMENTS

'Financial wellbeing ultimately comes from achieving financial security and independence'

'Make a budget you can stick to'

'Take action now!'

'Disruptions and disturbances are inevitable'

VALUABLE RESOURCES

Tony Talks Wealth - https://omny.fm/shows/tony-talks-wealth

ABOUT THE HOST

Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.  

“Live For Today, Invest For Tomorrow”

CONTACT

Tony's official website: https://ttwealth.co.uk/

Facebook: https://www.facebook.com/TonyThomas.IFA/

LinkedIn: https://www.linkedin.com/in/tonythomas2/

This show was brought to you by Progressive Media

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