What impact has COVID-19 had on financial planning?

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S&W The Pulse

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In this episode we’ll be discussing what impact the events of 2020 has had on financial planning.The main thing we are really seeing is peoples focus and priorities are really changing and what’s important to them in life, moving from city centers to outside cities and achieving work life balance. What is at the forefront of their minds is retirement planning and if they can afford to retire, cashflow planning; mapping out the rest of their life through the eyes of their finances, diversified portfolios and thinking about having an emergency fund.Head to the Financial Planning Show for all episodes: https://bit.ly/2U8F10uRelated articles:Now is an opportune moment to give your finances a health check: https://bit.ly/2GIi697Retirement and life planning - ensure you enjoy retirement from day one: https://bit.ly/3n5X5ET This episode was recorded on 30/09/2020 This S&W The Pulse podcast is of a general nature and is not a substitute for professional advice. No responsibility can be accepted for the consequences of any action taken or refrained from as a result of what is said. The views expressed are not necessarily those of the presenter or of Smith & Williamson or any of its affiliates. No reproduction of this podcast may be made in whole or in part for professional or recreational purposes. No action should be taken based on this podcast and we accept no liability if we change your views on any of the subjects mentioned.