You’ll see a lot of aspirational content from financial services providers about fund performance, optimising tax planning, building a secure future for yourself, or just getting wealthier, with appropriately prominent warnings that values can fall as well as rise. However, whilst we’d love to think that the biggest risk to our financial plans will be inflation, or the vagaries of the stock market, the truth is that sometimes shit happens.
In this video, I’m not talking about how we can make you rich, or save you money, but about the other end of the spectrum. It isn’t going to cheer you up, but for the third of a percent of you 50 yr olds who won’t see Christmas 2024 (source: statista.com), it is important to think about what happens next. I’m not trying to sell you life cover here – but just make sure you do your planning, whatever that planning might need to be. Take a few minutes, grab a coffee, and watch the video.