We all know we need to be planning for a secure financial future, but we also need our money now – especially at the moment with the cost of everything going up. Plus, we want to enjoy our lives - we only get one! Lisa and Beverley are both in their 50s and trying to get that balance right.

Find out what our adviser Phil Anderson had to say to help them prioritise where their money goes and save for future plans. Plus Legal & General’s Matt Frain returns with his thoughts on budgeting and making sure you’re putting enough money away for your retirement.

The views and thoughts expressed on this podcast are those of the individuals involved and do not necessarily represent those of Legal & General. This podcast does not constitute or replace the need for financial advice. Content was relevant at the time of recording. This content is intended for a UK audience.

FURTHER READING & FEATURED LINKS: 

You’ll find lots of useful information on Legal & General’s website:

https://www.legalandgeneral.com

You can find out more on the retirement planning course Legal & General have produced with The Open University here: Retirement planning made easy - OpenLearn - Open University

Phil Anderson is a personal finance expert and managing director of his own financial advice firm based in Aberdeen. He has a keen interest in making financial advice accessible to as many people as possible.

www.philandersonfinancial.co.uk

You can listen to more thoughts on personal finance from Phil Anderson on his podcast: The UK Personal Finance Show

The Government offers a free and impartial service offering guidance on money and pension choices at MoneyHelper: https://www.moneyhelper.org.uk/en

You can find an independent financial adviser at https://www.unbiased.co.uk/