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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.

Why we all need Financial Goals

Christopher Calandra CFP shares his 3 steps to Secure Financial Freedom.

We spend more time planning the family vacation than we do our financial future. That's a bold statement that Chistopher Calandra, a certified financial planner, makes during our interview for today's show. I think this is a shocking statistic but unfortunately it is true. Are we so busy living our lives that we don't step back and have a look at where we are heading? Long term goals may be hard to get your head around but once you stop and see the importance of setting some financial goals then you will be on your way to securing your financial future.

June 29, 2017
25 min 44 sec


  • 1:50 Introduce Christopher Calandra, CFP, Elliot Wealth Management Services
  • 3:30 Planning late in life. The disconnect with Financial Planning
  • 5:50 Where do you want to be in 30 years time?
  • 8:15 Pay yourself first - you need an investing system
  • 9:30 Can't rely on the government
  • 11:10 When should you start saving?
  • 12:30 Understanding margin of error
  • 14:30 More tips - how to keep track of your net worth
  • 18:00 Have financial goals
  • 20:50 Myths about the size of the nest egg
  • 22:45 What is liquid net worth?


Downsizing - One of the Most Important Decision of Your Life

Aaron Hendon, a leading Seattle Realtor, shares his Tips on Selling. Where are we going to live in retirement? At least half of us are going to move. We move for various reasons. Some of us are downsizing because we are now empty nesters.  Aaron Hendon, a Seattle Realtor, real estate investor and author shares his tips on finding the right realtor for you. 

June 22, 2017
26 min 50 sec


  • 1:40 Background on Aaron Hendon
  • 4:00 Downsizing – big motivator to sell
  • 5:30 Finding an agent when you’re not a seasoned investor
  • 7:15 Hiring an agent tips
  • 9:00 Mistakes of hiring an agent.
  • 11:30 How do you know what’s a good selling price?
  • 13:00 Emotions play a part.
  • 16:00 What makes a great agent?
  • 19:00 Role of the buyers’ agent
  • 20:00 The ugly truth about your house.


Staying Healthy Over 50 - Build Muscle

You can have all the money in the world but if you don't have good health you won't enjoy your retirement. Today's guest believes that our health should be our number 1 priority. Dan Perryman is a former youngest Karate black belt holder in Iowa, USA. Dan has spent his last 8 years focusing on his health and now an exponent of Low Carb eating. Have a listen to the interview and here give some tis that everyone can follow.

June 15, 2017
25 min 56 sec


  • 2:00 Background on Dan Perryman 
  • 3:39 As we get older, turning 50 
  • 4:59 Chronic conditions that we face 
  • 7:00 Catalyst – Dan’s looking for a nutrition plan 
  • 9:00 Dan recommends 3 main areas to focus on. 
  • 12:00 Tips to sleep better 
  • 14:00 Exercise – how your body burns calories 
  • 16:30 Nutrition – why eating Low Carb works for Dan 
  • 19:30 How does Dan help people – coaching based on genetics. 
  • 23:25 Easy Bio hacks/Tips that you can add to your daily routine 


How to create ‘mail box’ money

Is this the dream for us all to create ‘mail box’ money? This is where money shows up either when we open the letter box and there is another cheque to bank or electronically in our bank account on a regular basis. How sweet is that? To be able to have that passive income coming in each month or each quarter where we don’t have to lift too many fingers is the dream of many. This is the dream to build that passive income up to replace our job and enable us to retire or even retire early.

May 24, 2017
31 min 28 sec


Have Internet - can Live Anywhere

The internet has opened up a whole new world to us all. It is absolute enthralling that most of us have the option of exploring the possibilities of having a job that is completely portable. Having the internet now means that we can live in one country and have our clients anywhere in the world. My guest does exactly this please join me and meet Naomi Colb who has a portable career and went looking for a country where she could live a conscious life.

May 11, 2017
23 min 29 sec


Looking to Invest in a New Sector?

Who better to find out about an industry than from a CFO of the company working in that sector? I have been intrigued with posts on Instagram from Incremental Oil & Gas and decided to connect. I have been rewarded with a deep dive into the Oil & Gas sector and Microcap companies. As shareholders we have the right to ring the company up and ask questions about the company's performance. Have a listen to my interview with Simon Adams from Incremental Oil & Gas and get some tips from a CFO.

May 1, 2017
28 min 45 sec


Dream Lifestyles can be Achieved if you Live Overseas

Did you think you did not have enough money saved up to retire? The world is becoming a global community. Join me as Keith and Tina Paul explain how they achieved their dream lifestyle at an earlier age by deciding to live in another country to Retire Early and Travel.

April 20, 2017
25 min 27 sec


More than one way to leave a legacy

There is more than a few ways to make money. buying shares in good companies that show growth potential is one way to grow a new egg for your future. Starting at an early age gives the investor a huge advantage, time. Have a listen to Ben Clendon from Sharesight and you will hear about possibilities.

April 16, 2017
26 min 28 sec


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