How Much Can I Spend in Retirement with a £500,000 Portfolio?

Watch Next: https://youtu.be/nvpkkBZjrH0?si=98PsNJYxjULcod8B Download Budget Planner Template https://james-shack.co.uk/budget-planner 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 our services, please follow this link: https://go.novawm.com/getintouch 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 Ltd, 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 Death of a friend 00:49 Jess & Jack’s financial situation 01:29 How much will I spend? 07:49 What everyone forgets 10:05 What about inflation & investment returns? 12:42 How long will I live?