1 - New Year, New Goals: A Financial Planner's Guide to Smart Resolutions

In this episode of Retire Well, two experienced financial planners from a Chartered Financial Planning Firm, Matthew and Joe, come together to help you navigate the often overwhelming world of financial planning. Whether you're curious about pensions, investments, or setting meaningful financial goals, this episode is for you. We start by discussing what inspired the hosts to pursue careers in financial advice and the rewarding client relationships that fuel their passion. Then, we dive into a timely main topic: New Year's Resolutions. With over 60% of resolutions focusing on money and finances—and the majority failing by February—we share practical tips on how to make financial resolutions that actually stick. From tax-year-end planning and consolidating pensions to conducting a full financial MOT, we explore actionable strategies to turn your aspirations into achievable goals. We also discuss how to set SMART objectives and turn them into habits, inspired by insights from Atomic Habits by James Clear. WEALTH OF ADVICE Wealth of Advice is a Chartered Financial Planning firm based in Durham in the UK. We help people make the most of their finances and help them to enjoy a stress-free retirement, and we enjoy ourselves while we do it! If you're looking for an approachable and down to earth financial planner to help with your retirement, book in an initial chat with us at our cost. CONTACT ⁠[email protected]⁠ ⁠www.wealthofadvice.co.uk⁠ ⁠0191 384 1008⁠ RESOURCES ⁠Understanding Your Retirement Options Guide⁠: https://www.wealthofadvice.co.uk/fina... DISCLAIMER Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. The information in this podcast is for educational purposes only and should not be taken as personal advice. Investments can go down as well as up, so you may get back less than you originally invested.