Private Wealth

How Much Do I Need…and Will I Have Enough?

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Welcome to the September edition of our SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.

In this episode, our CEO Vincent O’Neill is speaking with Partner and Private Wealth Adviser, Andrew Griffin.

We discuss:

  • Andrew’s recent Whitepaper addressing the key question on everyone’s lips – “How Much Do I Need and Will I Have Enough?”
  • The huge diversity within the existing literature, and our appraisal of the more common approaches.
  • How does Stanford Brown approach this question?
  • What are the main levers at play to be factored into determining how much you will need?
  • Which of these levers are inside and outside of your control – and how best to incorporate these into your future planning.

 

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