Here in New Zealand, we talk about retirement like it’s a finish line: work hard, save, hit 65, get the pension and the Gold Card then…stop. But for many people, retirement doesn’t feel like freedom: it often feels uncertain, unsettling, and financially confusing.

In this episode of The Next Bit Podcast, hosts Mark Leishman and Hannah McQueen (Founder of Brightly and former retirement planning adviser) discuss what really happens when people reach retirement, and why the smartest approach is to treat retirement as a transition, not a sudden off-switch.

You’ll learn:

+ Why retirement can trigger anxiety (even for people who have all their ducks in a row; mortgage-free, nest-egg, etc)

+ The uncomfortable shift from accumulating wealth to depleting savings

+ A practical way to estimate how much money you need to retire

+ Why the first 5 years of retirement are often the most expensive

+ Why people commonly downsize too late, and what that can cost them

+ Reverse mortgages explained, and so much more!

This is everything you ever wanted to know about retirement in NZ but didn’t know who to ask!

Live well and independent for longer. Get your whole of person assessment at www.agebrightly.co.nz

The Next Bit Hosts are:

Hannah McQueen - Founder of Brightly

Mark Leishman - New Zealand TV and Radio Broadcaster

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This podcast was written and produced by the amazing team at PodLab www.podlab.nz