In this bonus episode, we hear from PensionBee customer Jonathan as he shares his pension story. From the trusty spreadsheet he started with his wife 24 years ago, to now being on track to be mortgage-free in two years - before they hit age 50.
We unpack Jonathan's financial journey with pensions expert Dan Stean from PensionBee, covering:
what overpaying a mortgage means and why you should check for Early Repayment Charges (ERCs) first;
how to weigh mortgage overpayments against pension contributions and how calculators can help; and
why planning your finances together as a couple can help, married or not.
Episode breakdown
00:39 Meet Jonathan
04:15 Budgeting as a couple
06:24 Teaching kids about money
Further reading and listening
To learn more about the topics discussed in this bonus episode, check out these articles and podcasts from PensionBee:
Enjoying the podcast? Tell us what you think below and give us a review or rating. As always we'd love to hear your suggestions and feedback. Send us an email: podcast@pensionbee.com.
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