The Retire Well Podcast (NZ)

Welcome to the Retire Well Podcast, your guide to planning, investing, and living a purposeful and healthy life from mid-life and beyond. Hosted by Jim Smith and Martin Fox, financial advisers and founders of The Retirement Guys. Jim and Martin explore how to grow your wealth, improve your wellbeing, and design the retirement that you really want.

The Retire Well Podcast (NZ) is a business podcast hosted by Jim Smith and Martin Fox, with 10 episodes on record and a Required Pod Score of 80.

Jim Smith and Martin Fox hosts The Retire Well Podcast (NZ), a business show with 10 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Episode #10

  Episode 10: Insurance and Retirement Planning with Andrew Pender

  Aug 26, 202626 min

  In this episode of Retire Well , Jim Smith and Martin Fox are joined by insurance consultant Andrew Pender to explore the important role of insurance and retirement planning in protecting your financial future. Coming up in this episode, they discuss: The different types of personal insurance, including life, trauma, disability, and income protection cover How insurance needs change through your 40s, 50s, and into retirement Whether there is a simple way to calculate how much life insurance you actually need Why your ability to earn an income may be one of your most valuable financial assets When it may be appropriate to reduce insurance cover or begin self-insuring Why regular insurance reviews are an essential part of long-term retirement planning Based in Christchurch, Jim and Martin offer independent advice on healthy living, financial wellbeing, and retirement planning. For more information, visit The Retirement Guys website or request to download their free eBook, Retire Well, using the links below. Website: https://retirementguys.co.nz Retire Well Book: https://mailchi.mp/retirementguys/book-retire-well

  ListenShow Notes
• 

  Episode #9

  Episode 9: Choosing the Right Retirement Village

  Aug 16, 202620 min

  Retirement village options in New Zealand can feel overwhelming, especially when you are weighing up independence, care, lifestyle, costs and community. In this episode of Retire Well , Jim Smith and Martin Fox explore the choices available as we age, including staying at home, moving into a retirement village, and understanding when rest home or hospital-level care may become part of the journey. Coming up in this episode, they discuss: The difference between retirement villages, rest homes and hospital-level care What an Occupation Right Agreement is and how Deferred Management Fees work The typical accommodation options, including villas, serviced apartments and care units How government funding for long-term residential care is assessed What Jim and Martin learned from visiting Summerset Prebbleton , Ryman Anthony Wilding and Burlington by Qestral Why many residents say they wish they had made the move sooner Based in Christchurch, Jim and Martin offer independent advice on healthy living, financial wellbeing, and retirement planning. For more information, visit The Retirement Guys website or request to download their free eBook, Retire Well, using the links below. Website: https://retirementguys.co.nz Retire Well Book: https://mailchi.mp/retirementguys/book-retire-well

  ListenShow Notes
• 

  Episode #8

  Episode 8: How Retirement can Impact Relationships and Intimacy with Jo Robertson

  Jul 8, 202638 min

  In this episode of Retire Well , Jim Smith and Martin Fox are joined by Jo Robertson to explore relationships in retirement and why emotional connection can be just as important as financial security. Coming up in this episode, they discuss: • How relationships evolve through mid-life and beyond • Intimacy, connection and maintaining healthy relationships • The importance of communication and avoiding assumptions • Common relationship challenges during major life transitions • Dating and finding connection later in life • Why retirement is a significant relationship transition, not just a financial one • The role emotional wellbeing plays in creating a fulfilling retirement Based in Christchurch, Jim and Martin offer independent advice on healthy living, financial wellbeing, and retirement planning. For more information, visit The Retirement Guys website linked below, or check out their latest posts on LinkedIn or Facebook. You can also request the first chapter of the Retire Well book for free using the links below. Website: The Retirement Guys LinkedIn page: The Retirement Guys LinkedIn YouTube: The Retire Well Podcast Facebook: The Retirement Guys Facebook Retire Well Book: Request First Chapter of Retire Well

  ListenShow Notes
• 

  Episode #7

  Episode 7: Unlocking Retirement Freedom with Mary Holm

  May 31, 202634 min

  This episode of Retire Well features Mary Holm, one of New Zealand's most trusted personal finance commentators, joining Jim and Martin for a thoughtful discussion about shifting from accumulating wealth to using it confidently to support a meaningful, enjoyable life. Together, they explore some of the biggest challenges and opportunities facing people in mid‑life and beyond, including: Why many retirees struggle with retirement spending How tools like reverse mortgages can help those who are asset‑rich but cash‑flow poor The role of property investing in a balanced retirement plan Based in Christchurch, Jim and Martin offer independent advice on healthy living, financial wellbeing, and retirement planning. For more information, visit The Retirement Guys website linked below, or check out their latest posts on LinkedIn or Facebook. You can also request the first chapter of the Retire Well book for free using the links below. Website: https://retirementguys.co.nz LinkedIn page: https://www.linkedin.com/company/the-retirement-guys/posts/?feedView=all Facebook: https://www.facebook.com/profile.php?id=61581221101027&sk=about Retire Well Book: https://retirementguys.co.nz/retire-well-book/

  ListenShow Notes
• 

  Episode #6

  Episode 6: The Truth About Investing with Special Guest Dean Anderson

  Apr 26, 202627 minS0

  <p>In this episode of Retire Well, Jim Smith and Martin Fox are joined by Dean Anderson, CEO and founder of Kernel Wealth, to unpack what really matters when it comes to investing.</p> <p>Dean shares a refreshingly simple and practical perspective on building long-term wealth, cutting through the noise, and avoiding the common mistakes that trip investors up.</p> <p>In this episode, we cover:</p> Why most investors overcomplicate things (and how to simplify) The real impact of fees on long-term returns Active vs passive investing — and why it's not a binary choice How to build a si...

  ListenShow Notes

Recent guests on The Retire Well Podcast (NZ). Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.