Ep. 57 Goal based planning

Join James and Mike in this week's episode of Cheques & Balances as they discuss goal based planning. They are joined by Ben Brinkerhoff who is Head of Advice at Consilium, a business specialising in investment solutions. Did you know that your spending decreases by 1% each year between your late 40's to mid 80's? If you want to make sure you are spending your wealth when you're healthy and still have funds in your later years in life, this episode is for you.The content in this podcast are the opinions of the hosts. It should not be treated as financial advice. It is important you take into consideration your own personal situation and goals before making any financial decisions. Hosted on Acast. See acast.com/privacy for more information.