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Retire Well, Retire Happy: The Podcast

Subscribe to the podcast featuring Ann Nelson interviewing the people that got it right. Learn tips and techniques to help set you up in retirement.

Registered members to this website can also download the transcript for each podcast.

The Importance of Protecting Your Estate

Trudy explains that Estate Planning is not just about having a will. Equity Trustees (EQT) offer a range of services tailored to suit the clients individual objectives. Estate Planning is a strategy and includes advising clients on the best way of structuring their wills (including testamentary trusts), enduring powers of attorney and other documents in a way which provides asset protection and tax planning opportunities.

Feb 24, 2016
33 min 27 sec


Kiwi Transitions to Financial Educator, Author and Adventure Traveller

Former Kiwi Financial Advisor, Stephen Parr, has transitioned into retirement and enjoying every minute. Stephen is giving back to his community offering financial education courses and donating the profits of his books to charity. Always a lover of the outdoors Stephen is combining this with his adventure travel holidays. .

Feb 10, 2016
25 min 20 sec


Learn from on-line selling expert Jo Munro

If you want to work from home and supplement your income/pension/retirement then have a listen to an expert savvy shopaholic who has mastered the art of selling using eBay as her selling platform. Starting out small Jo Munro has learnt from the experts and has built and is now running several successful eBay stores in Australia and the United States. Jo is an author of the Savvy Shopaholic and offers online coaching.

Feb 2, 2016
40min 44sec