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The Retirement Café Podcast

Business & Economics Podcasts

The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any comments or questions or get in touch on Twitter @JustinKingCFP.

The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any comments or questions or get in touch on Twitter @JustinKingCFP.

Location:

United Kingdom

Description:

The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any comments or questions or get in touch on Twitter @JustinKingCFP.

Language:

English

Contact:

01425 279212


Episodes

114 The 9 Accelerators of Successful Retirement Planning – Lifetime Financial Forecasting

1/19/2021
Before Christmas, we released the first episode of a new series called The 9 Accelerators of Successful Retirement Planning. The series will cover all 9 steps of our Retirement Success Programme which include: Lifetime Financial Forecasting, Minimising Lifetime Tax, Protecting your Legacy, Estate Planning, Care Funding, Well-Crafted Investments, Asset Allocation, and Staying on Track. In this first episode we discussed the importance of considering our life priorities. In this episode my...

Duration:00:29:30

113 The watchout signs of financial abuse, with Michelle Hoskin

1/5/2021
We all know about physical, emotional and psychological abuse, and we all like to think that we could spot it happening. However, one type of abuse we rarely consider is financial abuse. This week, I am joined by my friend Michelle Hoskins, founder of Standards International, which sets standards across the globe for financial services. Over the past year, author and speaker Michelle has branched out into the areas of mental health and financial abuse. After a few personal events over the...

Duration:00:34:43

112 Positive takes on a new year

12/29/2020
In last week’s episode, I took time to reflect on a few things that I have been grateful for this year. I shared some personal things, like being able to spend more time with my family over lockdown, and some global good news stories that didn’t quite make it into the news - thanks to pandemic craziness. As we head towards the end of 2020, and with the dawning of a new year in just a few days’ time, I thought it'd be a good time to reflect on some of the positive discourses that have run...

Duration:00:19:40

111 Reasons to be grateful in a challenging year

12/22/2020
This year has brought with it hardship and constant struggle. We have introduced a new lexicon into our everyday vocabulary with words such as COVID, social distancing and furlough being part of our daily conversations. But Christmas is a time for celebration and joy, so it seems right to take time and reflect on what a year it’s been. In this week’s episode, I want to share with you a few personal things I am grateful for as well as a few global good news stories that you might have...

Duration:00:09:48

110 The 9 Accelerators of Successful Retirement Planning – Life Priorities

12/15/2020
Over the years I’ve helped well over a hundred couples plan for the retirement they desire - and the retirement they deserve – and during this time we’ve created a clear framework for what needs to happen for clients to be able to retire with confidence, clarity and choice about how they spend their retirement. We call this the Retirement Success Programme and it’s made up of what we call 9 accelerators – the areas we address when helping our clients plan for their retirement. We decided to...

Duration:00:32:26

109 Why our money is not linked to our self-worth, with Catherine Morgan

12/8/2020
Having gone straight into financial services at the age of 18, Catherine Morgan found herself in a managerial position at the young age of 28. But among the difficulties of managing those who had been in the business longer than she had, she also had the guilt that came with the £30,000 debt she had racked up. In a time where she was suffering from low self-esteem, she believed that money could help her feel better and improve her self-worth. After an insightful experience with her...

Duration:00:27:35

108 The Psychology of Exercise in Retirees, with Dr Josie Perry

12/1/2020
Dr Josie Perry is a Chartered Sport and Exercise Psychologist. Josie’s company Performance In Mind works with those in sport at all levels – including Olympians – and sometimes people on the stage or in high profile jobs, to help them overcome their barriers to success so that they can achieve their goals. Author Josie talks about the moment she realised just how much of a difference her mindset could make to her performance – on the starting line of her first Ironman triathlon. From this...

Duration:00:26:55

107 Reducing ageism in the workplace, with Patrick Thomson

11/24/2020
A couple of weeks ago we shared the first in a series of podcasts designed to support and promote the agenda of The Longevity Week, which took place between the 9th and 13th of November. The title of this series is ‘The Age of Resilience’, which was the theme of this year’s event. The Longevity Week is an initiative created by The Longevity Forum, whose co-founder Professor Andrew J Scott was my guest on the 100th episode of the podcast, discussing his best-selling books, which include The...

Duration:00:27:39

106 Volunteering at the Food Bank, with Tracy Blick

11/17/2020
Tracy Blick is the Managing Projects Coordinator at Christchurch Food Bank Plus, where I live here in Dorset. The Food Bank helps people who find themselves in crisis all of a sudden and cannot afford to buy food to feed their families. The demand since the coronavirus impact hit has been incredible. In 12 weeks, the Food Bank has handed out around 6,000 food parcels, the equivalent to the number they would normally hand out in a whole year. At 50, Tracy is the youngest amongst her team...

Duration:00:18:13

105 Live longer with artificial intelligence, with Tina Woods

11/10/2020
This series is designed to support and promote the agenda of The Longevity Week, which takes place this week - between the 9th and 13th of November. The Longevity Week is an initiative created by The Longevity Forum, whose co-founder Professor Andrew J Scott was my guest on the 100th episode of the podcast. The aim of The Longevity Week is to promote dialogue and test ideas on the future of longevity. One of the speakers is Tina Woods. Tina’s credentials in the longevity arena are vast....

Duration:00:31:02

104 How the financial experts invest their money, with Brian Portnoy

11/3/2020
Have you ever wondered how the financial experts and pundits who advise on how we should invest our money do, indeed, invest their own? An unprecedented new book from behavioural finance expert and founder of the financial wellness platform Shaping Wealth, Brian Portnoy, and co-founder and chief executive of Ritholtz Wealth Management, Joshua Brown, changes all that. In ‘How I Invest My Money: Finance Experts Reveal How They Save, Spend and Invest’ 25 high-profile industry experts -...

Duration:00:34:39

103 How coaching helped me transition successfully, with Mark Shaiken

10/27/2020
Series 6 ‘The Story of their Lives’: Episode 2. Mark spent nearly four decades working in the law. Not intentionally. He studied law at college to give him three more years to consider what he really wanted to do. He then spent forty years planning an exit, even though exiting law is difficult in practice. Eventually, Mark realised that thinking about retiring from the law wasn’t productive, so instead Mark thought about what he wanted to retire TO. In his book ‘And .. just like that:...

Duration:00:32:48

102 Get financially fit at The Financial Gym, with Shannon McLay

10/20/2020
Seven years ago, Shannon McLay was working as a financial advisor with a big corporate bank feeling disheartened about the work she was during. The pro bono work she was doing helping people who couldn’t really afford her advice proved to be so much more fulfilling. So Shannon founded The Financial Gym. Based on a fitness-inspired approach to planning and managing your money, The Financial Gym aims to get 1 million people financially fit. Shannon recognises the key to success for most...

Duration:00:42:49

101 Putting your ladder against the right wall, with Stuart Lewis of Rest Less

10/13/2020
50 year olds today could be looking at another 50 years of life ahead of them, so it’s the perfect time to ask “What’s your 20 year plan?” Do you find that question liberating or frightening? Stuart Lewis, founder of Rest Less, joins me on the podcast to share the work that he is doing to inspire today’s generation of over 50s and 60s to get the most from life. Rest Less focuses on lifestyle, learning, financial wellbeing, work, volunteering and community. And that includes helping people...

Duration:00:25:39

100 Living a 100 Year Life, with Professor Andrew J Scott

10/6/2020
I am honoured to be joined by the pre-eminent authority on longevity and co-author of ‘The 100 Year Life’, Professor Andrew J Scott, to celebrate the 100th episode of The Retirement Café podcast. Andrew J. Scott is Professor of Economics at London Business School and a consulting scholar at Stanford University’s Center on Longevity. He is best known as the co-author of two groundbreaking books that have taken the world by storm: ‘The 100 Year Life’, published in 2016 and his second book...

Duration:00:41:03

099 Making your voice heard at the end of life

9/29/2020
In today’s episode we are revisiting a topic that I know many listeners are concerned about, and that’s making sure your voice is heard and understood at the end of life – even when you lose capacity to do so yourself. Many things are outside of our control when it comes to how and when we finally shuffle off this mortal coil, but there are ways in which we can at least make our wishes known. Sarah Malik is a Specialist Information and Support Nurse with the charity, Compassion in Dying....

Duration:00:21:56

098 ESG Investing with Vanguard’s Mark Fitzgerald

9/22/2020
Mark Fitzgerald works for Vanguard, an investor-owned, leading asset management company. He is Head of Product Specialism in the ETF Stream. He joins me to talk about ESG investing. ESG which stands for Environmental, Social and Governance, but Mark explains what each of these terms really means. He also outlines where the selection of ESG or other funds fits within the broader investing process. We discuss how Vanguard builds investment portfolios that meet consumer demands, for example...

Duration:00:34:29

097 Living into the fullness of life, with Katrina Moss

9/15/2020
Katrina Moss is one of those people who has had a really varied career both working for other people and for herself. She created four businesses of her own over the years in completely different sectors, so has shown her tremendous adaptability. Friend and client Katrina shares the story of her life with a focus on the last decade, which was far from a gentle transition into semi-retirement. She faced a plethora of challenges including moving house after 30 years in the same home, caring...

Duration:00:26:22

096 Have auto enrolment and pension freedoms been a success? with Sir Steve Webb

9/8/2020
Steve appeared in episode 87 back in July to discuss State Pensions in general and more specifically his recent report that explores whether thousands of older women are being short-changed on their State Pension. You can listen to that episode here. If you’re not familiar with the name, Steve served as Pensions Minister in the coalition government of David Cameron for 5 years. In this second episode, Steve and I discuss some of the major pension reforms he oversaw during his time with the...

Duration:00:26:36

095 Contentious probate: contesting a will, with Victoria Jones

9/1/2020
It's a common misconception that you make your will and that's the end of the matter. Sadly, for some families, they find out after they have lost a loved one, that that's not the case and the will can be challenged. Research(1) suggests that almost a quarter of Brits would be prepared to contest a loved one’s will if they were unhappy with it. This is where this week’s guest comes in to help resolve those disputes. Victoria Jones is Partner in the Disputed Wills, Charity and Dispute...

Duration:00:39:12