Women & Money Cafe Podcast

When do you want to retire and how much do you need? It is the wrong question

When you think of retirement planning, the first thing that pops into your head may be pensions, numbers, money… there’s another commodity that is critical to having a successful retirement – Time. And that requires a lot of mental preparation to figure out how to spend it.

In this episode we will be sharing our observations and tips. Because the earlier we start thinking differently about retirement, the sooner it can happen. 

3.35 The standard question every adviser asks, and no client really knows how to answer (possibly it’s the wrong question)
7.48 A cautionary tale on why you need to think about what you are going to do, rather than how much money you need
10.11 You could be in retirement for 30 -40 years, you need a plan!
12.18 Making a list of attributes you’ve seen in people who have retired “well”
14.28 Your sense of identity & how golf can lead to antidepressants
17.25 Knowing why you go to work, can help you prepare for not going
18.11 How being prepared makes it happen sooner
23.51 A retirement plan with substance
31.11 Couples, you need to talk! Or you could be in for a surprise

Resources:
Mitch Anthony produced a series of tools for his Return on Life Retirement Coaching programme:

  • Retirement observation – good conversation starter
  • Retirement worksheet – helps identify gaps left by retiring
  • Retirementality profile – understand how you want to spend your time
  • Return on life index  – how and where to use your money to get the best return on life
  • Visioning tool – how you want your future to look

Message Julie if you would like these. Due to copyright we can’t link directly.
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YOUR HOSTS:
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.

She uses her years of experience and research to support women experiencing or planning significant change in their lives. 

Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.

Financial coaching – Ebb & Flow Financial Coaching
Financial advice – Bree Wealth & Tax
Julie’s inexpert social media antics – Instagram

Michelle Lambell  started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Following a career break where she spent time being a mum and running an arts and crafts business, Michelle returned to financial services in 2013 undertaking further study.

Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Michelle has a passion for providing financial advice, guidance and education to everyone, regardless of their gender, age or current circumstances.
Website | Instagram

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Disclaimer: The information provided in the Women and Money Café Podcast and Website does not constitute financial advice and nor should it be taken as such. They are thoughts and discussions in around money and possible options available to you. Whilst all attempts are made to provide accurate information at the time of publishing you should seek your own clarification . Should you require advice for your specific set of circumstances contact a qualified, authorised financial adviser directly.

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