Ep.34 Ian Archbold – a client discussing retirement trepidation, and why everyone needs an adviser.
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Ep.34 Ian Archbold – a client discussing retirement trepidation, and why everyone needs an adviser.
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概要
In this episode, Steve is joined by Ian Archbold – chartered management accountant, global reward director at Haleon, and (as it turns out) a quietly devoted listener of the show.
Despite knowing his way around a pension spreadsheet better than most, Ian still made the decision to work with a financial advisor. In this episode, he explains why.
What we get into:
- Ian's unexpected career pivot from finance into the world of "reward" — and why he finds it genuinely fascinating.
- Why being good at earning money and being good at managing it are two very different things.
- The moment Ian spotted an investment opportunity during COVID – and why, when it came to it, he didn't act on it.
- The advice that led him to sell his Diageo shares, and why he's glad he did.
- Why Ian decided he wanted someone else handling his finances: time, focus, and the sense that things could be better.
- What he's genuinely looking forward to in retirement – and what concerns him most about leaving a job he actually enjoys.
- A broader conversation about money, happiness, and what financial wellbeing looks like across different stages of life.
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