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Finance OS: Later Life
Finance OS: Later Life

Season 25 Episode 14

Today we need to finish off Season 25 - our finances OS season - by talking about the necessary things to get right in later life.


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3 years ago

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Finance OS: Retirement Reviews
Finance OS: Retirement Reviews

Season 25 Episode 13

Today we look at how to keep the finances ticking over nicely in retirement by conducting regular reviews. Specifically, we'll be looking at when and…

3 years ago

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Finance OS: The Danger Zone
Finance OS: The Danger Zone

Season 25 Episode 12

Today we're going to talk about the DANGER ZONE
That's period of time from when you retire to when all your available income sources are coming in, u…

3 years ago

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Finance OS: At Retirement
Finance OS: At Retirement

Season 25 Episode 11

We're on the home straight in this season now, and today, we're talking about the decisions we need to make at the point of retirement. It's probably…

3 years ago

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Finance OS: Approaching Retirement
Finance OS: Approaching Retirement

Season 25 Episode 10

Today we're going to look at the things we need to do as we approach retirement. We always say that retirement is THE point in time where everyone wo…

3 years, 1 month ago

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Finance OS: Taking Stock and Reviewing
Finance OS: Taking Stock and Reviewing

Season 25 Episode 9

Today we thought we would take stock of where we've come in the season and also to help you with reviewing the transition points of the flow chart, a…

3 years, 1 month ago

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The 500th Episode!
The 500th Episode!

Episode 500

So…this has been a lot of work! 500 episodes over ten and a half years, not to mention over 460 videos. Today we're going to throw out the usual stru…

3 years, 1 month ago

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Finance OS: Long-Term Goals
Finance OS: Long-Term Goals

Season 25 Episode 8

Today we'll continue to build on the foundations we've laid and also on last week's discussion of shorter-term goals. We're going to be talking about…

3 years, 2 months ago

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Finance OS: Short-Term Goals
Finance OS: Short-Term Goals

Season 25 Episode 7

Today we start to build on what we've talked about so far. We've laid the foundation of debt elimination, creating an emergency fund and having the r…

3 years, 2 months ago

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Finance OS: The Foundation of Insurance
Finance OS: The Foundation of Insurance

Season 25 Episode 6

Today, we continue to work our way through the UK Personal Finance Flowchart, using that as a guide to create our Finance Operating System. And speci…

3 years, 2 months ago

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