Video series on preparing for retirement

Preparing for retirement

The video series you've been waiting for

This is the first blog post in a series that will provide you with 8 short videos to help you understand all your options on retirement. We want to equip you with all the information you need when preparing for retirement so you can make the best decisions. 

Before you think “retirement is a long way away” – STOP. This series is pitched at everyone. If retirement is creeping up on you, absolutely. But even if it feels a long way away, you are never too young to get educated on this subject matter.

So, what are we going to cover in this series?

First, we’re going to discuss how much cash you can withdraw from your retirement savings at retirement date. There are some important tax considerations here (don’t worry – we explain it nice and easy).

Next, we’re going to talk about what you do with the leftover savings. You might not necessarily be able to withdraw it all! If that’s the case, there’s going to be a lump sum left over that you can buy an annuity with. We’re going to discuss those options. 

At the end of this series, it is our hope that you’ll have enough objective information to be well-informed about ALL your options. 

Its free

There is no cost involved. Simply subscribe to our YouTube channel and you’ll have access to the entire series. There are only 8 videos in total. They range between 3 and 8 minutes, each. 

Planning for retirement is not something we can put off until a later date. The time to plan is now.

Bob Reid

When it comes to preparing for retirement, you need to just start! That’s the best way to avoid getting into financial trouble later…

More in this series on retirement options

If you want to jump ahead...
  • How much cash do I take? – The first question you’ll ask at retirement is “how much cash do I take”? Let’s help you answer that with this 4 minute video.
  • Living annuities – With living annuities, the most important thing is that you understand the implications of how much you’re withdrawing each year.
  • Guaranteed annuities – Guaranteed annuities are essentially an insurance product. They guarantee you an income for the rest of your life!
  • Pros & Cons: Living vs Guaranteed – With a living annuity you have less certainty but more flexibility. With a guaranteed annuity you have more certainty, but with some limits. 
  • The blended annuity – A blended annuity is a combination of a living annuity and a guaranteed annuity. The idea is to determine what your essential expenses are.
  • Your retirement options – Let’s recap some of the key points to ensure you understand all your retirement options and make the best decisions with your money.

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About the Author

I am passionate about helping people understand their behaviour with money and gently nudging them to spend less and save more. I have several academic journal publications on investor behaviour, financial literacy and personal finance, and perfectly understand the biases that influence how we manage our money. This blog is where I break down those ideas and share my thinking. I’ll try to cover relevant topics that my readers bring to my attention. Please read, share, and comment. That’s how we spread knowledge and help both ourselves and others to become in control of our financial situations.

Dr Gizelle Willows

Dr Gizelle Willows


PhD and NRF-rating in Behavioural Finance