Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

retirement planning for a happy future

It’s been a bit of a disaster

retirement planning for a happy future“IT’S BEEN A BIT OF A DISASTER.” Just one client’s answer when twelve months after retirement I asked him, “How’s it going?”

Apparently his expectation of retirement and his wife’s expectations were somewhat different. He thought he was going to spend more time on his boat . . . she thought he was going to spend more time with her! “Not only that,” he told me, “she has the radio on all day and it drives me potty.”

The husband in another couple who came to me for some pre-retirement planning said, “Of course we will only need one car when I retire.”

“You mean you will be quite happy to borrow your wife’s car when it’s convenient to her?” I replied.

In less than the blink of an eye his response was, “No we will have TWO cars.”

Will you be a one or two car family?

Let us know if this ‘rings a bell’ with you. Just where is the training and guidance for this crucial part of our lives? Many couples have not even had the briefest discussion about their aims, objectives, goals, changing responsibilities, etc. in retirement let alone the financial outcomes which will have a major influence on their lifestyle.

This is one of the gaps The Retirement Coach aims to fill. In the meantime let us know what issues you have dealt with if you are in retirement or what you think you should be considering as you get closer to the big day.


This document and our on going services are not personal advice. We'll give you all the help and guidance you need to make your investment and retirement decisions, but we can't advise you. If you're not sure whether you need regulated financial advice we can put you in touch with a suitably qualified and experienced regulated adviser. Because we are not regulated by the Financial Conduct Authority you will not have access to the Financial Ombudsman Service in respect of any complaints. If you use one of the "no advice" on line services to handle investment transactions they will be Regulated and you will have access to the Ombudsman and The Financial Compensation Scheme in respect of their services. The value of investments/pension plans can fall or rise depending on market performance. The Retirement Team and The Investment and Retirement Coach are trading names of Capture Success Ltd Reg No 01825075 Tel 07770575122

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