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Where Should You Pull Funds from First in Retirement?

✉️ Sign up to my Newsletter to receive my breakdown of the budget https://james-shack.co.uk/newsletter 👉🏻 Looking for help with Financial Planning? I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us, please follow this link: https://go.novawm.com/getintouch Risk Warnings Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. This video does not constitute personal advice. We do not take any responsibility for third party websites and content we may link to from this video. Issued on behalf of Nova. Nova is a trading name of Nova Wealth Limited, which is authorised and regulated by the Financial Conduct Authority (FRN: 778951) and is a limited company registered in England & Wales (10739796). James Shack™ property of James Shackell Copyright © James Shackell 2024. All rights reserved. The author asserts their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the author of this channel and any video published on it. 00:00 Retirement Has Changed 02:07 Step 1: List & Project Future Income 03:29 Step 2: Desired Expenditure 04:20 Step 3: Liquid Assets 04:50 Step 4: Assess Sustainability 05:33 Step 5: Cash Flow Management 06:30 Step 6: Tax Efficient Drawdown 11:40 Decision Framework 12:42 Rachel Reeves October 30th?! 14:34 Step 7: How to Invest