Join us for a special live‑recorded episode of Retire Well with Wealth of Advice, captured at our recent client conference with over 100 attendees.In the first half, Matthew and Joe break down what the real value of financial advice looks like today—from risk management and asset allocation to behavioural coaching, tax‑efficient income planning, and how flexible pensions have transformed retirement.In the second half, we open the floor to a live audience Q&A, joined by:Chris Breward – Managing Director & Chartered Financial PlannerJordan Linfoot – Head of Investment ResearchTogether, we tackle client questions on:How advice has changed over the decadesActive vs passive investmentsThe role of alternatives like goldWhether you should change your retirement investment strategyThe impact of political shifts and new budgetsWhether UK pension rules may force more investment into UK marketsNet zero, geopolitics, and the future of marketsAnd much moreThis episode gives a candid, behind‑the‑scenes look at how advisers think, plan, and support clients—especially in a world of rising complexity and constant change.If you'd like to attend a future live recording or event, let us know!📩 [email protected]’t forget to like, comment, subscribe, and share with anyone planning their retirement journey.--CHAPTERS00:00 - Introduction01:57 - Why Financial Advice Exists04:00 - Asset Allocation, Risk and Rebalancing08:08 - Behavioural Coaching12:56 - Tax Wrappers and Tax Efficiency15:44 - Q&A--TALK TO USCall us: 0191 384 1008Email us: [email protected]: www.retirewellpodcast.co.uk--SUBSCRIBE TO OUR NEWSLETTERwww.retirewellpodcast.co.uk---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.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related