# ![@jamesshack Avatar](https://lunarcrush.com/gi/w:26/cr:youtube::UCLXQalldcm6gMYMQfLMliww.png) @jamesshack James Shack

James Shack appears to be creating YouTube content focused on retirement planning, pension management, and financial strategies. His recent videos cover topics such as tax-efficient retirement income, optimal investment ordering, and common pension mistakes. The content aims to educate viewers on achieving early retirement and maximizing their pension funds.

### Engagements: [------] [#](/creator/youtube::UCLXQalldcm6gMYMQfLMliww/interactions)
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- [--] Month [-------] +0.81%
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### Social Influence

**Social category influence**
[finance](/list/finance)  96.51% [stocks](/list/stocks)  3.49% [financial services](/list/financial-services)  1.16% [fashion brands](/list/fashion-brands)  1.16% [countries](/list/countries)  1.16%

**Social topic influence**
[retirement](/topic/retirement) #475, [based](/topic/based) #2540, [if you](/topic/if-you) 27.91%, [performance](/topic/performance) #4293, [link](/topic/link) 19.77%, [future](/topic/future) #3842, [carry](/topic/carry) #1480, [retire](/topic/retire) #539, [investment](/topic/investment) #2889, [sector](/topic/sector) #498

**Top accounts mentioned or mentioned by**
[@thefinancefusionist](/creator/undefined)

**Top assets mentioned**
[Lululemon Athletica Inc (LULU)](/topic/$lulu) [Credit Suisse Group (CS)](/topic/credit-suisse)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Secrets of UK Pension Millionaires #1 The Fundamentals See links in the description #SHORTS *Pension Tax Relief Calculator* https://www.hl.co.uk/pensions/tax-relief/calculator *Earn over between 100k & 123k Use pension contributions to get 60% tax relief and remain eligible for Tax-Free Child Care & [--] Hours of free childcare per week.* https://bhp.co.uk/news-events/blog/how-to-reduce-your-childcare-costs-and-build-up-your-pension-at-the-same-time/"  
[YouTube Link](https://youtube.com/watch?v=5FwwNFT4ioo)  2021-04-04T15:44Z 250K followers, 139.1K engagements


"The BIG Financial Risk That Everyone is Underestimating Must Watch Data Breach Check https://haveibeenpwned.com/ James Shack(ell) FCA Register https://register.fca.org.uk/s/individualid=003b000001JgtXkAAJ Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/87 Risk Warnings & Disclaimers Capital at risk. Crypto investments are high risk and largely unregulated. You should not invest unless you're prepared"  
[YouTube Link](https://youtube.com/watch?v=G1tVI5OhWRM)  2024-08-19T15:58Z 250K followers, 296.2K engagements


"How to Pay [--] Tax on a [-----] Retirement Income 👉🏻 Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/84 Video Editor Application - Applications are now closed How to Maximise your State Pension https://youtu.be/fG_D-JFdwBMsi=1-ltD_hX3gXPyuZW RISK WARNINGS AND DISCLAIMERS Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes"  
[YouTube Link](https://youtube.com/watch?v=G_8FQbMAOvw)  2024-06-17T15:45Z 250K followers, 274.8K engagements


"5 Reasons NOT to Overpay Your Mortgage in [----] *Looking for help planning your retirement* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. Find out how we can help here: https://go.novawm.com/yt/99 *Try our Overpay vs Invest Calculator* https://go.novawm.com/overpaymentcalculator *Risk Warnings and Disclaimers* *Capital at risk.* Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make"  
[YouTube Link](https://youtube.com/watch?v=L4sy1f8Q4YA)  2025-06-01T16:00Z 250K followers, 232.6K engagements


"The Month You Retire Really Matters Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/90 Sign up to my Newsletter to receive my synopsis of the Autumn Budget on the day https://james-shack.co.uk/newsletter Risk Warnings Capital at risk. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video"  
[YouTube Link](https://youtube.com/watch?v=qn_dsQ3-O5s)  2024-10-21T15:45Z 250K followers, 252K engagements


"Sell Your Winners & Buy Your Losers (Stock portfolio rebalancing explained) It doesnt seem to make any sense at first but rebalancing is used by portfolio managers all over the world to manage risk and boost returns. 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/18 Risk Warnings & Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns."  
[YouTube Link](https://youtube.com/watch?v=3Vk8DuqwsyA)  2021-07-19T17:42Z 250K followers, 37.8K engagements


"Is this really a good time to be investing 👉🏼 Looking for help planning your retirement I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. Find out how we can help here: https://go.novawm.com/yt/CIc9diIfMSA Risk Warnings and Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing. Prevailing tax rates and"  
[YouTube Link](https://youtube.com/watch?v=CIc9diIfMSA)  2026-01-26T16:52Z 250K followers, 140K engagements


"The Powerful Retirement Strategy Everyone Hated (Until Now) A Guaranteed Retirement Income For Life - This is what most people are looking for in retirement and there is a tool that can provide this for you but over the last [--] years low-interest rates have caused it to fall out of favour. But with interest rates on the rise I see Annuities forming the cornerstone of many people's retirement plans. So what are Annuities and how can you use them Compare Annuity Quotes (Money Helper) : https://www.moneyhelper.org.uk/en/pensions-and-retirement/taking-your-pension/compare-annuities The Cashflow"  
[YouTube Link](https://youtube.com/watch?v=M-03sb8DvFo)  2023-03-05T15:38Z 250K followers, 262.9K engagements


"You CAN Retire Early - Let me show you how 👉🏻 Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/96 Risk Warnings and Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks"  
[YouTube Link](https://youtube.com/watch?v=TGDb0jVeX0s)  2025-03-17T16:45Z 250K followers, 226.8K engagements


"Vanguard Lifestrategy VS Target Retirement Funds This is where Vanguard gets it wrong Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/9 Vanguards Target Retirement & Lifestrategy fund ranges are both very popular. But one of them has a critical flaw. 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would"  
[YouTube Link](https://youtube.com/watch?v=W6F3CE3Q5Y0)  2021-04-25T16:00Z 250K followers, 123.8K engagements


"The Optimal Order For Investing Your Money Watch Next: https://youtu.be/P9y63shSPfYsi=fuzvNa0iCc08_e6- Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about our services please follow this link: https://go.novawm.com/yt/79 Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks"  
[YouTube Link](https://youtube.com/watch?v=10mC6XXChZI)  2024-04-08T15:50Z 250K followers, 281.3K engagements


"How to ACTUALLY Manage Your Money in Retirement (For a More Secure Income) 👉🏼 Looking for help planning your retirement I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. Find out how we can help here: https://go.novawm.com/yt/3ASQi1IUHws Managing Sequence Of Return Risk With Bucket Strategies Vs. A Total Return Rebalancing Approach https://www.kitces.com/blog/managing-sequence-of-return-risk-with-bucket-strategies-vs-a-total-return-rebalancing-approach/ Risk Warnings and Disclaimers Capital at risk. Past performance is used as a guide only. It is"  
[YouTube Link](https://youtube.com/watch?v=3ASQi1IUHws)  2025-11-24T16:45Z 250K followers, 106.6K engagements


"Could You Access Your Pension Early 👉🏼 Looking for help planning your retirement I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. Find out how we can help here: https://go.novawm.com/yt/56h-kRxEug 📧 Email template to send to your pension provider: https://go.novawm.com/PPA-email-template 🪧 Example public statements from pension providers: Fidelity: https://www.fidelity.co.uk/normal-minimum-pension-age-nmpa The Peoples Pension: https://thepeoplespension.co.uk/minimum-pension-age-change/ Aviva:"  
[YouTube Link](https://youtube.com/watch?v=756h-kRxEug)  2025-09-01T15:45Z 250K followers, 157.4K engagements


"Should You Pay Off Your Mortgage or Invest (A 50-year historical backtest) A look into the past to assess how often investing has beaten paying off your mortgage. Graphs from the video https://go.novawm.com/MortgageGraphs Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/74 Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes"  
[YouTube Link](https://youtube.com/watch?v=9MfCVkRvjQs)  2024-01-29T16:51Z 250K followers, 872.8K engagements


"Are Pensions worth it anymore 👉🏻 Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/91 Risk Warnings & Disclaimers Capital at risk. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. This video does not"  
[YouTube Link](https://youtube.com/watch?v=9YIw_WDNbzQ)  2024-11-12T16:45Z 250K followers, 560.3K engagements


"Here's How The Rich Invest Their Money Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/85 References I would highly recommend watching the Rational Reminder Podcast episode on Alternatives. https://youtu.be/wDi7rkNcb1Asi=JRaCxRiPHbP-_aKj The Performance of Hedge Fund Performance Fees https://papers.ssrn.com/sol3/papers.cfmabstract_id=3630723 Has Persistence Persisted in Private Equity Evidence from"  
[YouTube Link](https://youtube.com/watch?v=AtAV1w0AQtk)  2024-07-08T15:45Z 250K followers, 655.2K engagements


"The [--] Big Tax Mistakes EVERY Retiree Makes (Real world examples) Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about our services please follow this link: https://go.novawm.com/yt/81 RISK WARNINGS AND DISCLAIMERS Capital at risk. This video does not constitute personal advice. Past performance is used as a guide only. It is no guarantee of future returns. Prevailing tax rates and reliefs are dependent on individual circumstances and are subject to change. We do not provide tax advice. Issued"  
[YouTube Link](https://youtube.com/watch?v=CXoH9fnZgMw)  2024-05-07T16:00Z 250K followers, 178.4K engagements


"How to Protect Your Retirement From a Stock Market Crash *Looking for help planning your retirement* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. Find out how we can help here: https://go.novawm.com/yt/DbuJ9xbsoZs *Budget Planner Download* https://james-shack.co.uk/budget-planner Guyton & Klinger (2004). Decision Rules and Maximum Initial Withdrawal Rates https://cornerstonewealthadvisors.com/wp-content/uploads/2014/09/08-06_WebsiteArticle.pdf *Software used in this video* : https://www.timeline.co/ *Risk Warnings and Disclaimers* Capital at"  
[YouTube Link](https://youtube.com/watch?v=DbuJ9xbsoZs)  2025-05-12T15:45Z 250K followers, 126.1K engagements


"Why the [--] Years Before Retirement Are So Important (Youre closer than you think) Retirement could be closer than you think. It all hinges on those final few years before retirement and making the most of the tools you have available. *Salary Sacrifice Calculator* https://www.moneybeans.co.uk/personal-finance/salary-sacrifice/ Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/64 Capital at risk. Past"  
[YouTube Link](https://youtube.com/watch?v=ECOCa6FS8C8)  2023-08-28T15:00Z 250K followers, 453.4K engagements


"How to Invest for Your Children & Grandchildren (without them becoming brats) Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/65 Its natural to want to put money aside for our loved ones but it often does not make sense to give up control. *Family Investment Companies* - (I am not endorsing these companies just the articles) https://www.saffery.com/insights/publications/family-investment-company/"  
[YouTube Link](https://youtube.com/watch?v=FYzfGeeOJfs)  2023-09-11T15:25Z 250K followers, 88.7K engagements


"Use Your Pension to Pay Off Your Mortgage Using your pension as a vehicle to pay off your mortgage can be a highly effective strategy. The star of this video is the pension not the interest-only mortgage. We could have compared overpaying a repayment mortgage vs investing in a pension and we would have ended up with a similar result. 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/49 Capital at"  
[YouTube Link](https://youtube.com/watch?v=MWadHLKMgB4)  2022-11-21T17:30Z 250K followers, 634.2K engagements


"6 Reasons to Retire as Soon as You Can Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/62 *Step-by-Step retirement planning videos* Video [--] - https://youtu.be/By7czOU5Aig Video [--] - https://youtu.be/9NGajZhp-C0 Video [--] - https://youtu.be/LCYINIELH2w Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Prevailing tax rates and reliefs are dependent on your"  
[YouTube Link](https://youtube.com/watch?v=OuDCDp9Z9Y4)  2023-07-16T17:56Z 250K followers, 1.2M engagements


"The Shockingly Simple Maths Behind Early Retirement 👉🏼 Looking for help planning your retirement I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. Find out how we can help here: https://go.novawm.com/yt/QEGvePdq81E ➡ Mr Money Mustache Original Blog Post https://www.mrmoneymustache.com/2012/01/13/the-shockingly-simple-math-behind-early-retirement/ ➡ Simplified Early Retirement Calculator https://networthify.com/calculator/earlyretirement 🪧 Annual income = take-home pay + pension contributions 🪧 Investment Return estimate should be net of"  
[YouTube Link](https://youtube.com/watch?v=QEGvePdq81E)  2025-07-15T15:47Z 250K followers, 273.2K engagements


"The Problem With Index Fund Investors *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/98 *Passive Investing Guide* https://james-shack.co.uk/passive-investing-guide *Risk Warnings and Disclaimers* *Capital at risk.* Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and"  
[YouTube Link](https://youtube.com/watch?v=RPYJFv5aPc8)  2025-04-28T16:03Z 250K followers, 166.2K engagements


"How Much Can I Spend in Retirement with a [------] Portfolio Watch Next: https://youtu.be/nvpkkBZjrH0si=98PsNJYxjULcod8B Download Budget Planner Template https://james-shack.co.uk/budget-planner Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about our services please follow this link: https://go.novawm.com/yt/80 Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the"  
[YouTube Link](https://youtube.com/watch?v=S53lmvWIZXo)  2024-04-22T15:45Z 250K followers, 294.3K engagements


"Pensions Are Changing (More than you think) Looking for help planning your retirement I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. Find out how we can help here: https://go.novawm.com/yt/UQcZPfwQVj4 Risk Warnings and Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing. Prevailing tax rates and"  
[YouTube Link](https://youtube.com/watch?v=UQcZPfwQVj4)  2025-12-15T17:07Z 250K followers, 131.8K engagements


"I'm [--] with [------] - How much can I spend in retirement (Case study) 👉🏻 Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/86 Signs of Bowel Cancer (make yourself aware) https://www.bowelcanceruk.org.uk/about-bowel-cancer/symptoms/ Signs of Prostate Cancer https://prostatecanceruk.org/prostate-information-and-support/risk-and-symptoms/prostate-cancer-signs-and-symptoms RISK WARNINGS AND DISCLAIMERS Risk"  
[YouTube Link](https://youtube.com/watch?v=ViBvcV3EL2s)  2024-07-29T16:16Z 250K followers, 174.7K engagements


"Holding Cash Waiting For The Next Stock Market Crash - Genius idea or fatal mistake 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/15 Risk Warnings & Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make"  
[YouTube Link](https://youtube.com/watch?v=YRG09ou9q1E)  2021-06-13T17:15Z 250K followers, 189.9K engagements


"7 Reasons To Take Your Pension Tax-Free Cash ASAP Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/95 Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing. Prevailing"  
[YouTube Link](https://youtube.com/watch?v=aalC1FXFFQQ)  2025-02-24T16:48Z 250K followers, 688.5K engagements


"Where Should You Pull Funds from First in Retirement ✉ Sign up to my Newsletter to receive my breakdown of the budget https://james-shack.co.uk/newsletter 👉🏻 Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/88 Risk Warnings Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the"  
[YouTube Link](https://youtube.com/watch?v=bG80_OYQoY8)  2024-09-10T16:01Z 250K followers, 353.3K engagements


"Don't Invest in the S&P [---]. Especially if you're retired. (108-year backtest results) I know its tempting but it does not pay to chase past performance. This backtest was done using https://www.timeline.co/ To get data going back to [----] they use a combination of indexes but they currently map to: US Total Market - Morningstar US Market US Aggregate Bonds - Morningstar US Core Bond Global Equities - Morningstar Global All Cap Target Market Exposure Global Aggregate Bonds - Morningstar Global Core Bond Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a"  
[YouTube Link](https://youtube.com/watch?v=eIUgjib_fm4)  2023-12-30T13:37Z 250K followers, 716.4K engagements


"I helped [---] people retire and learned this Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/93 📝 Lasting Power of Attorney Govt Service (82) - https://www.gov.uk/power-of-attorney/make-lasting-power 📝 LPA process explained - https://www.gov.uk/power-of-attorney 📝 Octopus Legacy Online Wills (90) - https://octopuslegacy.com/online-will If you are trying to help an elderly relative setup a will or"  
[YouTube Link](https://youtube.com/watch?v=ftXqtS2PQcY)  2024-12-30T16:45Z 250K followers, 253.1K engagements


"I Sold My Business For 2m - How Much Can I Spend In Retirement How much is enough to retire The answer will be different for everyone but its important you find it and when you do act on it. Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/75 Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk"  
[YouTube Link](https://youtube.com/watch?v=ix9-Z3LNMZw)  2024-02-12T16:44Z 250K followers, 50.2K engagements


"The [--] Big Pension Mistakes EVERY Retiree Makes (Real world examples) Taking tax-free cash is not tax-free if it means you have to pay more tax in the future Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/67 Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region"  
[YouTube Link](https://youtube.com/watch?v=jiW4i5ErLOc)  2023-10-02T15:30Z 250K followers, 868.4K engagements


"I'm [--] with 1m - Can I afford to retire (Real case study) Are you chasing your own definition of success or someone else's Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/71 DISCLAIMER: This channel is for education purposes only and does not constitute financial advice. Any opinions or assessments expressed are James own opinions or assessments which are not affiliated with any third party. Any"  
[YouTube Link](https://youtube.com/watch?v=nvpkkBZjrH0)  2023-12-11T17:00Z 250K followers, 257.5K engagements


"Why Holding Cash Now is a Terrible Idea (if you ever want to retire) Research in this video: Long-Horizon Losses in Stocks Bonds and Bills https://papers.ssrn.com/sol3/papers.cfmabstract_id=3964908 Credit Suisse Global Investment Returns Yearbook [----] Summary Edition https://www.credit-suisse.com/media/assets/corporate/docs/about-us/research/publications/credit-suisse-global-investment-returns-yearbook-2023-summary-edition.pdf Aswath Damodaran US Asset Returns https://pages.stern.nyu.edu/adamodar/New_Home_Page/datafile/histretSP.html Looking for help with Financial Planning I am a Chartered"  
[YouTube Link](https://youtube.com/watch?v=oeob9z27-gA)  2023-10-16T15:36Z 250K followers, 260.2K engagements


"4 Uncomfortable Retirement Truths You Need To Hear [--] Uncomfortable Truths About Retirement. Focus on what you can control - https://youtu.be/h7WIV4WspL0si=2oE5DB3FSp0qds_Q Annuities - https://youtu.be/M-03sb8DvFosi=PkYK2knEB08rydCv Watch Next - https://youtu.be/P9y63shSPfYsi=9ltSEEttbR8LgvPe - Financial Planning - I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about our services please follow this link: https://go.novawm.com/yt/76 Capital at risk. Past performance is used as a guide only. It is no guarantee of"  
[YouTube Link](https://youtube.com/watch?v=p2e_MXCK_wg)  2024-02-26T17:00Z 250K followers, 273.3K engagements


"I'm [--] with [------] - How Much Can I Spend In Retirement 👉🏼 Looking for help planning your retirement I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. Find out how we can help here: https://go.novawm.com/yt/rJRqsusABxw Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing. Prevailing tax rates and reliefs are"  
[YouTube Link](https://youtube.com/watch?v=rJRqsusABxw)  2025-08-04T15:41Z 250K followers, 200.4K engagements


"How To Retire Early On The Average Wage (Simple Steps) Historical Portfolio Returns Data https://riskprofiling.com/WWW_RISKP/media/RiskProfiling/Downloads/Risk_and_Return_UKv3.pdf Modelling Software https://www.timeline.co/ Watch Next: How to Sort out Your Pension & Retire Early https://youtu.be/psH0JTS6PsIsi=Ap9aam8szwFjx-d1 Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about our services please follow this link: https://go.novawm.com/yt/78 Capital at risk. Past performance is used as a"  
[YouTube Link](https://youtube.com/watch?v=uCydOfGCDDQ)  2024-03-25T17:00Z 250K followers, 210.2K engagements


"How NOT to Create Income in Retirement (Everyone needs to learn this) 👉🏼Looking for help planning your retirement I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. Find out how we can help here: https://go.novawm.com/yt/yy8oHj8s3b4 Introduction to Factor Investing - Rational Reminder https://youtu.be/ViTnIebSzj4 Is Factor Investing Worth It - Rational Reminder https://youtu.be/ukgE8oX-4lEsi=I2fWKqRbw6-Iwlcj&t=2341 Traditional Passive vs Factor Investing Debate - Whitecoat Investor https://www.youtube.com/watchv=NHlUsZmgSqg Capital at risk. Past"  
[YouTube Link](https://youtube.com/watch?v=yy8oHj8s3b4)  2025-09-30T16:02Z 250K followers, 210.4K engagements


"The Simple Investing Question (Almost) Everyone Gets Wrong Looking for help planning your retirement I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. Find out how we can help here: https://go.novawm.com/yt/zHVKhOoEmMQ www.go.novawm.com/yt/zHVKhOoEmMQ Risk Warnings and Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks"  
[YouTube Link](https://youtube.com/watch?v=zHVKhOoEmMQ)  2026-01-05T17:01Z 250K followers, 65.8K engagements


"Revealing my 5yr Investment Returns (benchmarks) - How do yours compare Working out whether your pension fund has performed well or not can be challenging. In this video I show you the benchmarks I like to use to track performance so you can compare them with your own. Always keep in mind that past performance - although interesting to look at - does not tell us much about how investments may perform in the future. Benchmark Performance Figures & Guide https://bit.ly/3pkgpVP Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice"  
[YouTube Link](https://youtube.com/watch?v=4UzfgPTkktg)  2023-06-26T15:05Z 250K followers, 45.5K engagements


"The UK Buy-to-Let Property Crisis Explained In the UK but-to-let investing is seen as the main route to financial independence. But over the last [--] years the government has introduced a series of policies that have made it clear they do not want rental investors to do it. This along with higher interest rates has brought the BTL market to its knees. Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/63"  
[YouTube Link](https://youtube.com/watch?v=NtVk3ERt66w)  2023-08-06T15:29Z 250K followers, 303.5K engagements


"The Market That Controls Everything (and why you need to understand it) 👉🏼 Looking for help planning your retirement I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. Find out how we can help here: https://go.novawm.com/yt/18L7DOfE2UU Risk Warnings and Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to"  
[YouTube Link](https://youtube.com/watch?v=18L7DOfE2UU)  2025-11-10T16:45Z 250K followers, 68.8K engagements


"Labour's Alleged Tax Grab on ISAs Pensions Property & IHT 👉🏼 Looking for help planning your retirement I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. Find out how we can help here: https://go.novawm.com/yt/8WAh4KczcKk Risk Warnings and Disclaimers Capital at risk. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. This video does not constitute"  
[YouTube Link](https://youtube.com/watch?v=8WAh4KczcKk)  2025-10-20T15:50Z 250K followers, 374.5K engagements


"Labour's Alleged Tax Raid on Pension ISAs CGT & IHT Sign up to my Newsletter to receive my breakdown of the budget on the day https://james-shack.co.uk/newsletter Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/89 Bed and breakfasting rules explained https://www.investopedia.com/terms/b/bed-and-breakfast-deal.asp Risk Warnings Capital at risk. Past performance is used as a guide only. It is no"  
[YouTube Link](https://youtube.com/watch?v=UgwdBMFnCQ8)  2024-09-30T15:47Z 250K followers, 394.3K engagements


"Lump Sum Investing vs Investing Over Time (dollar cost average) Which is best If you've got a lump to invest should you be investing it all straight away or should you phase it in overtime Nick Maggiullis Blog - https://ofdollarsanddata.com 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/14 Risk Warnings & Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee"  
[YouTube Link](https://youtube.com/watch?v=lMYflVzok30)  2021-06-06T17:15Z 250K followers, 65.4K engagements


"Don't Bet on a Stock Market Crash (Do this instead) When the headlines make the future seem so grim its easy to think we must be in for another stock market crash. It seems natural to want to protect yourself from it and that sounds like an intelligent thing to do but its not - let me show you why. Of Dollars & Data - https://ofdollarsanddata.com/ Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about our services please follow this link: https://go.novawm.com/getintouch Capital at risk. Past"  
[YouTube Link](https://youtube.com/watch?v=-6nVyMFAW1M)  2023-06-11T14:56Z 193K followers, 82.6K engagements


"The [--] Big Investing Mistakes Beginners Make (Stock market) 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/32 Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to"  
[YouTube Link](https://youtube.com/watch?v=0jscLjPy68M)  2022-02-20T17:30Z 231K followers, 23.2K engagements


"The [--] Big Mortgage Mistakes EVERYONE Makes (Real world examples) 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/28 In this you'll see how we saved one client [------] why paying off your mortgage may be a big mistake and why high-interest rates are not as bad as you think. I want to ask that you keep an open mind whilst watching this video. We all have pre-conditioned views of whether mortgages"  
[YouTube Link](https://youtube.com/watch?v=AjLlS_Qofcw)  2021-12-12T17:00Z 236K followers, 303.3K engagements


"Last Chance To Boost Your State Pension (Everyone aged [--] - 73) Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/94 Step [--] Check State Pension Forecast - https://www.gov.uk/check-state-pension Check NI Record - https://www.gov.uk/check-national-insurance-record Step [--] Money Saving Expert Guide - https://www.moneysavingexpert.com/savings/voluntary-national-insurance-contributions/ Step [--] If you're not"  
[YouTube Link](https://youtube.com/watch?v=Al8G7_jf-k4)  2025-01-28T16:45Z 250K followers, 666.6K engagements


"How a GOOD Financial Adviser can help you Retire Earlier (it's not what you think) Like investment returns an adviser adding value to your finances is not guaranteed. You may get back less than you pay (or invest). But hopefully this video gives context to how GOOD financial planners can add considerable value over the long term. Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/70 Capital at risk. Past"  
[YouTube Link](https://youtube.com/watch?v=HjzoCCFkJm0)  2023-11-26T15:33Z 250K followers, 94.8K engagements


"Renting Vs Buying a Home The 4% Rule 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/16 Homeownership is a goal we all aim for but does it always makes financial sense Rent Vs Buy: The 4% Rule. Is it better to rent or buy This simple rule will help you decide. We'll also walk through all the costs involved with homeownership so you can also work out a precise calculation fo whether it makes"  
[YouTube Link](https://youtube.com/watch?v=KlsArhE_IwQ)  2021-06-27T17:15Z 236K followers, 82.2K engagements


"Starting to plan for retirement The [--] Tasks I Would Do Today (including [--] free tools) The three retirement planning tasks I would start with and keep doing every year. Download the tools here: https://james-shack.co.uk/retirement-tools Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/73 Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and"  
[YouTube Link](https://youtube.com/watch?v=Ssi1U6aMCdU)  2024-01-14T15:50Z 250K followers, 87.8K engagements


"The Dangers of Inflation and How to Protect Yourself Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/8 This is the biggest mistake investors make before getting Financial Advice. Let's fix this today. Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about our services please follow this link:"  
[YouTube Link](https://youtube.com/watch?v=YXYWKUjHy2s)  2021-04-11T16:00Z 241K followers, 57.5K engagements


"Can The Stock Market Keep This Up 👉🏻 Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/92 Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing. Prevailing tax rates"  
[YouTube Link](https://youtube.com/watch?v=a810c3z9_cA)  2024-12-02T16:45Z 250K followers, 271.7K engagements


"The No.1 Strategy For Retirement Income. 🎯 Work with me 🎯 I am a Chartered Wealth Manager providing financial planning services in the UK. If you would like to find out more about working with me please follow this link: https://www.videoask.com/fd7wzrtvz (LIMITED AVAILABILITY) Dividend Investing seems like it's a perfect strategy for retirees. High sustainable passive income what's not to love But all is not as it seems. Sources from this video: The Dividend Disconnect https://onlinelibrary.wiley.com/doi/10.1111/jofi.12785 A Five-Factor Asset Pricing Model (Fama & French)"  
[YouTube Link](https://youtube.com/watch?v=ddBRWQ907Uo)  2023-10-25T05:42Z 115K followers, 58.5K engagements


"Urgent Warning [--] weeks left to boost your State Pension (Everyone aged 45-70) Until 31st July [----] there is a window of opportunity where you can boost your state pension by topping up your NI contributions all the way back to [----]. If you miss this you may never be able to get a full state pension. Although this may not affect you personally its likely that you will know of people it will affect so please ask them to check their state pension forecast. Check your *State Pension Forecast* : https://www.gov.uk/check-state-pension Check your *National Increase Record* :"  
[YouTube Link](https://youtube.com/watch?v=fG_D-JFdwBM)  2023-05-21T15:00Z 232K followers, 367.4K engagements


"Stock Market Investing for Short Term Goals (1-5yrs House Deposit) Big mistake or genius idea Find out how you should be investing for your short-term goals. Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/11 Risk Warnings & Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. This video does not constitute personal advice. We do not take any"  
[YouTube Link](https://youtube.com/watch?v=jCUbBLxtzMo)  2021-05-09T16:00Z 235K followers, 26.7K engagements


"How to Beat Vanguard Index Funds (Factor Investing) Vanguard index funds have revolutionised investing. But if youve already got your head around index investing - youre going to love this Factor investing is a strategy designed to systematically provide higher risk-adjusted returns than the market. But its complicated and youre going to have to take some pain to get there. I expect this video will raise more questions than it answers. You should spend a lot more time researching factors before you decide to jump in. Factor investing is a very technical nerdy approach to investing that"  
[YouTube Link](https://youtube.com/watch?v=jjWmaRKmnEA)  2022-04-04T16:02Z 192K followers, 106K engagements


"Think the stock market is high right now Do this. The stock market is up at an all-time high yet again. If you're feeling nervous take a break. Take a step back from the analytics. The hardest part of investing is without doubt the emotional part. So try to go easy on yourselves don't get addicted to your analytics on the way up because it'll make it that much harder on the way down. #SHORTS"  
[YouTube Link](https://youtube.com/watch?v=mWnoYPreXdY)  2021-04-17T08:34Z 235K followers, 85.6K engagements


"How To Save 1000s in Tax Before 5th April (Spring Budget Changes) HMRC Adjusted Net Income Guide - https://www.gov.uk/guidance/adjusted-net-income My Guide - https://james-shack.co.uk/adjustednetincomeguide Financial Planning I am a Partner in a financial planning practice based in the UK. If you would like to find out more about our services please follow this link: https://go.novawm.com/yt/77 Watch Next: Use Your Pension To Pay off Your Mortgage https://youtu.be/P9y63shSPfYsi=9ltSEEttbR8LgvPe Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns."  
[YouTube Link](https://youtube.com/watch?v=pE2V83OybUo)  2024-03-10T14:00Z 250K followers, 213.6K engagements


"3 Mortgage Mistakes That Will Keep You Paying Higher Rates With mortgage rates rising every week you need to act quickly. These strategies will help you get the lowest rates available. Big thanks to my colleague Ben who helped me put together this video. Top bloke and broker 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/42 Capital at risk. Any examples used in the video are for illustrative"  
[YouTube Link](https://youtube.com/watch?v=qgAkqOeGkiQ)  2022-08-01T16:30Z 235K followers, 118.8K engagements


"3 Investing Lies That Are Costing You Money Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/83 References Mind the Gap Report: https://www.morningstar.com/lp/mind-the-gap Lululemon vs FedEx : https://mp.morningstar.com/en-us/articles/blt804ae6c64e3c1427/the-market-minute-article-advantage-of-low-expectations-magnificent-seven-update-small-caps-the-three-u-s-and-more RISK WARNINGS AND DISCLAIMERS"  
[YouTube Link](https://youtube.com/watch?v=v0c7Oc6uCUQ)  2024-06-03T15:45Z 250K followers, 85.9K engagements


"Picking Funds The [--] Big Mistakes Everyone Makes (Pension/ISA/401K) I am not recommending any of the funds featured in this video. They have been chosen purely for illustrative purposes and may not be appropriate for your personal situation. 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/46 Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different"  
[YouTube Link](https://youtube.com/watch?v=16bauiT1F20)  2022-10-03T16:49Z 245K followers, 141.5K engagements


"Trump's Stock Market Crash Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/97 Risk Warnings and Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing."  
[YouTube Link](https://youtube.com/watch?v=3PxqwZcTpc0)  2025-04-04T09:03Z 250K followers, 367.1K engagements


"I only started investing in my 40s/50s Do you feel like youre behind with your retirement plans Thanks not surprising almost everyone I meet thinks the same thing. But you are wrong. Am I too late to start planning for my retirement Is [--] too late to start investing Is [--] too late to start investing Do I have enough time to see the investment growth I need Is it too late to pay into a pension NO. 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us"  
[YouTube Link](https://youtube.com/watch?v=60qB-CFiE_w)  2022-02-06T17:31Z 246K followers, 162.2K engagements


"All good retirement plans start here - Step [--] 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/24 Risk Warnings & Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. Different funds and asset classes carry varying levels of"  
[YouTube Link](https://youtube.com/watch?v=9NGajZhp-C0)  2021-10-10T16:45Z 245K followers, 127.1K engagements


"The [--] Big Pension Mistakes Retirees Make (Real world examples) 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/25 Risk Warnings & Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. This video does not constitute personal advice. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We"  
[YouTube Link](https://youtube.com/watch?v=AJuIjabQPdE)  2021-10-24T17:15Z 246K followers, 262.4K engagements


"DON'T RETIRE YET - Wait 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/30 If you're thinking about retiring think again. Retiring one year later can make all the difference. Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You"  
[YouTube Link](https://youtube.com/watch?v=ANjA7TEfezE)  2022-01-23T17:49Z 246K followers, 107.8K engagements


"If you ever plan on retiring you need to watch this If you dont know the size of the problem how will you know when youve solved it Or if youre even making progress You'll never be able to work out exactly how much money you'll need in retirement but it's really important you try to get a good estimate. 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/23 DISCLAIMER: This channel is for education"  
[YouTube Link](https://youtube.com/watch?v=By7czOU5Aig)  2021-09-26T18:11Z 246K followers, 187K engagements


"Why You Can't Beat Index Funds I keep getting better but so does everyone else. Alpha and the Paradox of Skill https://research-doc.credit-suisse.com/docViewlanguage=ENG&format=PDF&source_id=em&document_id=805456950&serialid=LsvBuE4wt3XNGE0V%2B3ec251NK9soTQqcMVQ9q2QuF2I%3D 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/19 Risk Warnings & Disclaimers Capital at risk. Past performance is used as"  
[YouTube Link](https://youtube.com/watch?v=E-DVDnBDyrA)  2021-08-02T18:00Z 247K followers, 53.6K engagements


"The Controversial Strategy for Higher Retirement Income 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/44 Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to"  
[YouTube Link](https://youtube.com/watch?v=Eac2jZcelQw)  2022-09-05T16:48Z 245K followers, 105.6K engagements


"ESG Investing Explained The future of investing (almost) Market beating returns and a clear conscience. Is this too good to be true 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/13 Risk Warnings & Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the"  
[YouTube Link](https://youtube.com/watch?v=JHGQPZ0pG5U)  2021-05-30T16:00Z 246K followers, 12.2K engagements


"How much do I need to retire with 20k/40k/60k per year A [---] year backtest using global stock market data to find out how much you ACTUALLY need to retire. The 4% rule is used across the world as a guide to understand how much you need to retire. But it fails. A lot. 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/36 Risk Warnings Capital at risk. Past performance is used as a guide only. It is"  
[YouTube Link](https://youtube.com/watch?v=Jm6d7UdSCsk)  2022-05-02T17:16Z 246K followers, 486.3K engagements


"How much do you need to retire The [--] keys to sustainable income 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/26 Risk Warnings & Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of"  
[YouTube Link](https://youtube.com/watch?v=LCYINIELH2w)  2021-11-14T18:10Z 246K followers, 187.7K engagements


"Why Dividend Income Investing is a Good Idea for Passive Income Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/4  shows you Why Dividend Growth Investing is a good idea for passive income. Everyone on YouTube is talking about how to make passive income and the darling passive income idea is Dividend Income Investing. a magical strategy that pays you income into your account each month. Unfortunately"  
[YouTube Link](https://youtube.com/watch?v=LNsARx5Ho8U)  2020-10-23T12:46Z 245K followers, 18.9K engagements


"3 Devastating Pension Mistakes Retirees Make 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/50 Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing."  
[YouTube Link](https://youtube.com/watch?v=Liad6kZ-dV4)  2022-12-05T17:55Z 243K followers, 105K engagements


"How much do I need to retire with 20k/30k/40k/50k per year (100-year backtest results) Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/82 How Much Do I Need To Save Tool https://james-shack.co.uk/savings-calculator Software & Data www.timeline.co is the backtesting software I used in this video. It includes over [---] years of stock market adn inflation data. To get such a large data set they have"  
[YouTube Link](https://youtube.com/watch?v=S9y8tsaZ3b4)  2024-05-20T15:45Z 250K followers, 451.6K engagements


"The AWESOME POWER of Compound Interest #SHORTS Wrap your head around this one #SHORTS "Those that don't understand Compound interest pay it. Those that do earn it." Compound interest or compound growth is the reason why investing in the stock market is the greatest creator of wealth in the work. #shorts Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing."  
[YouTube Link](https://youtube.com/watch?v=VAs37FsIf0Q)  2021-03-03T17:36Z 246K followers, 39K engagements


"Secrets of UK Pension Millionaires #2 Make sure your money is working hard #SHORTS Find your old pensions: https://www.gov.uk/find-pension-contact-details Capital at risk. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. This video does not constitute personal advice. Issued on behalf of Nova. Nova is a trading name of Nova Wealth Ltd which is authorised and regulated by the Financial Conduct"  
[YouTube Link](https://youtube.com/watch?v=XEeDZajHG98)  2021-04-05T16:00Z 246K followers, 39.1K engagements


"How Much do You Need to Retire in [----] (Less than you think) 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/51 Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to"  
[YouTube Link](https://youtube.com/watch?v=h7WIV4WspL0)  2022-12-20T15:56Z 246K followers, 298.2K engagements


"Stock Market Crash in Retirement - How to protect your future The situation in Ukraine is creating waves in financial markets. If youve got time on your side this could be a buying opportunity. But what if youre about to retire Or youre already retired Retirees are especially vulnerable during the first few years of retirement. In this video I talk through the systematic strategies you can implement to make retirement planning as stress-free as possible. 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the"  
[YouTube Link](https://youtube.com/watch?v=oyzR7tMmj9o)  2022-03-06T17:31Z 246K followers, 115.3K engagements


"How to Sort Out Your Pensions TODAY and Retire Early Dont assume your pensions are being managed correctly. The earlier you sort this out the earlier you can retire. 👉🏻 *Looking for help with Financial Planning* I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/21 Related Videos & Links: Understanding funds - https://youtu.be/aL-GgWkA25Q Risk Scores - https://www.youtube.com/watchv=lGQ9KyQq8Jw&t=623s Find your pensions -"  
[YouTube Link](https://youtube.com/watch?v=psH0JTS6PsI)  2021-08-30T17:00Z 246K followers, 202.4K engagements


"How I create a passive income for my Clients (Stocks & Shares retirement income explained) Looking for help with Financial Planning I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us please follow this link: https://go.novawm.com/yt/10 Risk Warnings & Disclaimers Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. This video does not constitute personal advice. Prevailing tax rates and reliefs are dependent on your individual circumstances and are"  
[YouTube Link](https://youtube.com/watch?v=sRjkmxFvlZQ)  2021-05-02T16:00Z 244K followers, 80.8K engagements


"Secrets of UK Pension Millionaires #3 Get free money from your employer #SHORTS https://www.pensionsadvisoryservice.org.uk/about-pensions/saving-into-a-pension/salary-sacrifice Email Template to HR Hi Please can you let me know or put me in touch with some who does know what pension benefits Im entitled to. Specifically I would like to know: - What benefits I am entitled to - Am I enrolled - How much am I contributing - How much are you as my employer contributing - Do you offer pension contribution matching - Who is the provider of my pensions and how can I get access to check it - Is this a"  
[YouTube Link](https://youtube.com/watch?v=vT5TwrF0MBY)  2021-04-06T16:00Z 246K followers, 36.6K engagements

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