Lifetime Cash Planning - with Tristan Hartey
Business Mastermind Podcast
English - August 12, 2020 23:00 - 37 minutes - 34.7 MB - ★★★★ - 8 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Gavin talks to Tristan Hartey, the managing director of Hartey Wealth Management, who explains why we need Lifetime Cash Planning, and why the assumption that your business will provide your retirement income may well be flawed.
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KEY TAKEAWAYS
Hartey Wealth Management has been founded upon the principles of offering each client a personalised experience, and has endeavoured to imbue its offerings with the culture and core values it has nurtured since its inception.Setting aside cash for retirement should always be begun as early in life as possible. The costs of meeting your commitments grow exponentially with each passing year, and the figures can be startling.Pensions are an easy way to provide future income through your business, as £40,000 can be drawn from the business itself, thereby reducing the amount of corporation tax you pay.When planning for the future, always consider that your outgoings will be markedly different. There will be many bills, such as mortgages, that will no longer exist. Therefore, our financial needs will be different.BEST MOMENTS
‘Culture and standards are more important, particularly in the 21st century'
'The earlier you start, the easier it is'
‘Really you should be thinking about retirement as soon as you start work'
‘It's better to do something rather than nothing'
VALUABLE RESOURCES
The Business Mastermind Podcast
Tristan Hartey LinkedIn - https://www.linkedin.com/in/tristan-hartey-71238752/?originalSubdomain=uk
Hartey Wealth Management - https://harteywm.co.uk/our-team/
ABOUT THE HOST
Gavin Preston
Gavin is an inspirational Speaker, Business Strategist, Business Growth Mentor, Trainer and
high-performance Coach. He works with Business Owners and Entrepreneurs and has a strong track record in creating creative strategies to accelerate the growth of their business. He has helped hundreds of SME business owners and leaders improve their performance and that of their business and a comparable number of executives and employees in blue-chip corporates over the last 20 years.
Gavin's energetic, insightful and yet down to earth and practical talks, workshops and coaching is in demand with high growth business between £250,000 and £30 million revenue and with multi-national organisations at all levels from Board to frontline
Managers. He is an expert in Business Growth Strategies, Peak Performance
Mindset, Persuasion & Engagement, Marketing, Productivity, Leadership
Development, Team Development & Motivation, Leading Change, Stakeholder
Management, Personal Effectiveness and Behavioural Change.
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