Are you in your 40s and starting to ask:
"Are we earning well but still drifting?"
"How do we grow wealth without sacrificing life now?"
"Is it too late to get serious about the future?"
If so, this session is for you.
In this 40-minute webinar, Ian from Work to Live Financial Planning walks through what real financial planning looks like in your 40s. Not just spreadsheets and pensions — but aligning your money with your time, energy, and what a good life really means to you.
We cover:
Why your 40s are your peak wealth-building years
The "Second Week of Life" mindset shift
Defining your version of wealth and success
Financial planning as a bridge from now to what's next
How to map out future life events (expected and unexpected)
The importance of protection: life, critical illness & income cover
The difference between saving vs. investing
Mortgage overpayments vs. pension contributions
Key tax planning tips (ISAs, pensions, bonuses, business owners)
Behavioural pitfalls in investing (and how to avoid them)
Estate planning basics (wills, powers of attorney, trusts)
