How much do I need to Retire with £20k/£30k/£40k/£50k per year? (100-Year Backtest Results) May 22, 2024 Ukadmin Money & Finance </p> <h2>How much do I need to retire with £20k/£30k/£40k/£50k per year? (100-year backtest results)</h2> <p> Looking for help with Financial Planning?<br /> 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/getintouch</p> <p>How Much Do I Need To Save Tool<br /> https://james-shack.co.uk/savings-calculator</p> <p>Software & Data<br /> www.timeline.co is the backtesting software I used in this video. It includes over 100 years of stock market adn inflation data. To get such a large data set, they have spliced together different indices to cover different periods, but the modern version of the indices used in this video are:</p> <p>Global Equities – Morningstar Global All Cap Target Market Exposure<br /> Global Bonds – Morningstar Global Core Bond</p> <p>RISK WARNINGS AND DISCLAIMERS</p> <p>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.</p> <p>Issued on behalf of Nova Wealth. Nova Wealth is a trading name of Octopus Wealth Limited, which is authorised and regulated by the Financial Conduct Authority (FRN: 778951) and is a limited company registered in England & Wales (10739796).</p> <p>James Shack™ property of James Shackell<br /> Copyright © James Shackell 2024. All rights reserved.<br /> The author asserts their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the author of this channel and any video published on it.</p> <p>00:00 Intro<br /> 01:15 How much do I need to retire?<br /> 13:02 How much do I need to save?<br /> Credit to : James Shack </p> <p>
