Summary Eric is the founder and CEO of BFG Financial Advisors a large financial planning business in Baltimore, USA that specialises in retirement planning. As well a writing his book Eric hosts a podcast by the same name and id a regular contributor to forbes.com and Sunday morning TV in Baltimore In this conversation Eric and I discuss the concept of retirement as a graduation and the need to redefine retirement as an opportunity for growth and exploration. Eric highlights the...

Summary In this episode, Ed Coambs, a financial planner, and therapist, discusses the challenges couples face in managing money and planning for retirement. He shares his personal journey from being a firefighter to becoming a financial planner and therapist. Ed emphasizes the importance of understanding one's own relationship with money and how it impacts relationships. He introduces the concept of financial intimacy and explains how it can help couples navigate the complexities of...

Summary Have you ever herd of ‘the sandwich generation’? Are you part of it? And if so, what challenges does it bring to your retirement? Well. In this episode I get to have a conversation with a guy that has literally wrote the book on the subject! Mark Bineham is one of Australia’s top keynote speakers on retirement and the award-winning author of 'The Money Sandwich”. Mark’s goal has always been to help people live their very best life through positive mindset, promoting well-being and...

Summary Christine is director of personal finance and retirement planning for Morningstar, Inc. In that role, she focuses on retirement and portfolio planning for individual investors. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance. and I was honoured to be asked to be a guest on last year (link in the show notes). She is a prolific writer and her published Morningstar articles are must...

Summary Paul is the founder of Inspiring Advisers, a lifestyle financial planning training programme and Life Centred Planners, a fast-growing global community of advisers from around the world who believe that it is time to put the client and not their money at the centre of their plans. Paul is also the author of the brilliant book Enough?: How much money do you need for the rest of your life. A book that we give out to for free and has had such an impact on many of our clients.  Paul...

Summary Jonathan Clements is the founder and editor of Humble Dollar and brilliant free blog site that is dedicated to providing articles, guides and resources from some of the greatest thinkers in the world of finance. The goal of Humble Dollar is to tell you everything you need to know about money – all in one place without the hype and hollow promises that characterises so much financial writing. Jonathan was born and educated in England before moving to the states and prior to...

Summary In this episode of The Humans vs Retirement Podcast, I sit down with Jack Chellman, Chief Project Officer of the Global Returns Project a UK charity that is on a mission to create systemic change to fund the highest impact climate charities and make giving toward climate change as easy and accessible as possible. Jack and I discuss how charitable giving could and maybe should form part of every retirement plan. Jack also dispels many myths about giving and explains how the Global...

Summary In this episode, I get to have a great conversation with Bec Wilson, author of 'How to Have an Epic Retirement,' to discuss the key themes and pillars of retirement planning. Bec shares her journey into the retirement space and the inspiration behind her book. We discuss the importance of understanding lifespan and healthspan, as well as the financial confidence needed for retirement. Bec emphasizes the need for proactive health management and the role of exercise and diet in healthy...

Summary In this episode, I get to sit down with David Jones from Dimensional about evidence-based investing and retirement planning. We discuss the challenges of the retirement transition, the importance of social connections, and the role of financial planning in retirement. We also explore the fear of spending money in retirement and the benefits of intergenerational wealth. Our conversation concludes with a discussion on the Japanese concepts of Kanreki and Ikigai in retirement and the...

Summary Al Lyman discusses the importance of health and quality of life in retirement. He emphasizes the difference between lifespan and healthspan, highlighting the need to focus on the quality of years rather than just the number of years lived. Al shares personal anecdotes about his mother's health struggles and the impact it had on her and her family. He provides practical steps for boosting energy and health in retirement, including focusing on real food, reducing sugar intake, and...

Summary In this episode, Sonya Lutter discusses the intersection of financial wellbeing and mental health in retirement. She emphasises the importance of addressing money scripts and financial behaviours, as well as aligning spending with values in retirement. Sonia also explores the challenges that arise in marriage and relationships during retirement and highlights the significance of purpose in leading a happy and fulfilling retirement. Additionally, she discusses the value of working...

Summary Lee Robertson, a former financial planner and co-founder of Octo Members, shares insights on the challenges and changes in retirement over the years. He emphasises the importance of planning for retirement, not just financially but also in terms of filling one's day and pursuing passions. Lee discusses the shift from traditional final salary (DB) pensions to defined contribution plans and the need for individuals to navigate retirement on their own. He encourages people to focus on...

This is the 27th and final episode of season 2 of the Humans vs Retirement podcast As I reflect on the past four months I just want to say a massive thank you to everyone of you that continuies to tune in to the show week after week. The growth of the listnership has been mindblowing and the feedback I'm getting shows the impact that these conversations are having and that is truly humbling! In this solo episdoe I share five personal takeaways from the season's conversations, including the...

Summary In this episode of the Humans vs Retirement podcast, I’m so fortunate to be able to have a conversation with my wonderful and newly retired client, Neil Jones. Neil graciously shares his first-hand experiences and challenges in planning his retirement as well as his career story and how he began to think seriously about what life after work would look like. We discuss how important planning and preparation was for Neil, as well as the emotional and psychological adjustments that he...

Summary Wallis is an authority on how to be an ageing entrepreneur. She is a speaker, and author and is intent on disrupting the accepted norm around what is possible as we age. Wallis is different to most people her age, she is straightforward, quirky and has an attitude of let’s give it a try. She is the founder of Bold Not Old, a platform for education and self-awareness for ‘The Silver Economy’ and CEO and editor-in-chief of Empowering Boldness a bi-monthly magazine. Her passion is to...

Summary Dr Phil Pearlman is the founder of The Pearl Institute, a teacher by nature and expert in the areas of personal health and effective processes of change. Phil set out on his own health journey after spending years neglecting his wellbeing and happiness and emerged thriving and eager to help others. From that he created The Pearl Institute and has dedicated his life to helping people optimize their wellbeing. That’s his calling! He is the author of The Primecuts Newsletter, which...

Summary Mike Drak is a retirement lifestyle expert and renowned author. He is the author of three books: "Longevity Lifestyle by Design," "Victory Lap Retirement," and "Retirement, Heaven and Hell." With his expertise in retirement lifestyle design, Mike has become a go-to expert for high-profile blogs and organizations. He is also a contributor to the digital media hub called Booming Encore. Mike emphasises the non-financial aspects of retirement and the importance of finding purpose and...

Summary Dr Lyle Sussman is the former Chairman and Professor of Management and Entrepreneurship, University of Louisville, and Professor Emeritus. Aside from 65 scholarly articles, he is a bestselling business author with more than 1,000,000 copies of his books in print in 15 languages. Excerpts of his books have appeared in Harvard Business Review Updates, Savvy, Bottom Line Reports, Working Woman, Inc., Success, Executive Book Summaries, Investor’s Daily, CNN, American Banker, US Air In...

Summary Frances Taylor is known as “The Sleep Fixer” and is a wellbeing expert supporting business leaders, managers and teams to build personal and organisational resilience. Frances says that “sleep is the Cinderella of Good Health. People knew about diet and exercise but take sleep for granted – until that is, they wake up to the fact that they aren’t getting enough”. She has distilled all her experience and learning to create powerful science-backed programmes that show people how to...

Summary Author, international thought leader, and life-planning pioneer George Kinder has been at the forefront of the financial services industry for more than 35 years, spearheading a movement to put the lives that clients desire to live at the centre of their financial plans. Through books, workshops, and speaking engagements, George has trained thousands of professionals globally in the field of financial life planning. After 30 years as a practicing financial planner and tax adviser, he...

Summary Ross Marino is the founder of Transitus Wealth Partners and the founder & CEO of Advisor 2X which organises and hosts global leading human first financial conferences such as SHIFT. He is a passionate advocate for Human-First Financial Guidance and author of the brilliant book Shaping Change: How To Respond When Life Disrupts Your Retirement Plan. He is a Certified Financial Transitionist and a key member of the Sudden Money Institute. In this episode Ross and I discuss the...

Summary Hal Hershfield is a Professor of Marketing, Behavioural Decision Making, and Psychology at UCLA’s Anderson School of Management and holds the UCLA Anderson Board of Advisors Term Chair in Management. He is also the author of the recently released best-selling book Your Future Self: How to Make Tomorrow Better Today His research, which sits at the intersection of psychology and economics, examines the ways we can improve our long-term decisions. He earned his PhD in psychology from...