Succession Wealth partners with Timeline on digital solution to help clients plan their retirement journey
Contributed by Timeline
19/01/2021 - Timeline
Not your average financial podcast, Retirementals launches its first episode this month, January 2021. Hosted by, Abraham Okusanya, founder of Finalytiq and author of Beyond the 4% Rule. Abraham’s well known for his raw honesty, critical analysis, and no-holds-barred insight. This podcast delivers lively debates that hit the issues at the intersection of retirement, investment and FinTech head on.
In the first episode of Retirementals, Abraham is joined by Paul Lewis – an award-winning financial journalist and broadcaster, best known as the presenter of BBC Radio 4’s Money Box. Paul goes head-to-head with Abraham on topics including adviser fees, IHT and cash vs. equities in a rollercoaster of an interview.
In episode 2, which will be released in February, Abraham speaks to Sarah Lord, Chief Client Officer at Succession Wealth. They cover how she got into financial planning, the plans for the business today, technology, Sarah’s approach to her own money and her biggest financial mistakes…
Abraham Okusanya, podcast host and relentless entrepreneur, enthused: “With a broad range of guests, who are specialists in the industry, Retirementals will give the listener a deeper understanding into retirement, investment, fintech and much more. Whether you are a financial adviser or want to know a bit more about FinTech, we will have it covered. Give Retirementals a listen now!”
To find out more about the Retirementals podcast, visit retirementals.co.uk
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