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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.

Where Do Get Help When You Are Not The Expert? EP 54 Retire Well Retire Happy

Even experienced investors like hanging out in a group

Even experienced investors like hanging out in a group. There is always something to learn. Where better than to join a mastermind group where you can hangout with likeminded people and share your knowledge. The Bottom Feeding investor mastermind group is putting some fun back into investing.investing

December 14, 2017
21 min 41sec


  • 1:00 Put fun back into finances
  • 4:40 Mastermind Group
  • 5:40 Benefits of the group
  • 9:30 Results
  • 11:30 Notifications
  • 13:00 Research
  • 15:30 Announcements
  • 18:15 How to join


Where will you live in the third half of your life? Episode 53 Retire Well Retire Happy

Isolation issues solved for seniors with Co-housing

Isolation is one of the key issues that we face as we age. Women more than men will be in this predicament as women tend to outlive their male partners. Are you rattling around in that big house on your own? Are you interested in ageing with people of similar interests? Lew Bowers from PDX Commons, a senior co-housing project in Portland, Oregon, explains how this new concept works.

December 7, 2017
24 min 18sec


  • 1:00 Where are you going to live?
  • 1:50 Community housing model
  • 3:50 Origins of Co-housing
  • 9:00 Social isolation Key Issue
  • 11:20 Member driven
  • 15:30 People in the Third half of there lives
  • 16:40 Layout
  • 19:40 Best and worst of co-housing
  • 21:20 Urban Development partners


Buying overseas shares is now as simple as online shopping. Episode 52 Retire Well Retire Happy

SMSF portfolios can soon diversify with this simple trading platform

Have you been frustrated in your efforts to buy overseas shares? Matthew Leibowitz used his experience running a Trading Team in Chicago to set up a simple way to buy overseas shares with his new online shop called Stake. Buying overseas has never been easier or cheaper.

November 25, 2017
22 min 51sec


  • 1:30 What is Stake?
  • 2:30 As easy as buying shoes online
  • 5:30 Point of difference
  • 7:10 Execution focused
  • 9:30 Access to more opportunities
  • 11:30 SMSF able to diversify
  • 14:10 Best things are simple
  • 17:00 Top stocks on website
  • 18:00 Capital returns


Improve Your Chances For Success With Life Plans Episode 51 Retire Well Retire Happ

Is your life out of balance?

It is never too late to start a life plan. It can be as simple as taking a pen in hand and record your satisfaction with each area of your life now. Compare your results with a perfect wheel. Now you have a starting point you will see what you need to work on to create more balance in your life.

November 25, 2017
22 min 30sec


  • 1:30 Life & Choices
  • 2:30 wheel of Life
  • 4:32 Trading Plan
  • 5:30 Laws of Life
  • 7:30 New habits
  • 9:30 CEO of you
  • 13:30 Focus equals success
  • 15:00 Different time different answer
  • 19:00 Reventing and learning


Why do more women risk running out of money? Episode 50 Retire Well Retire Happy Podcast

A longer life span means you need more money.

We are all facing longevity risk. And that is why it is imperative that we make a conscious effort to save more money while we are still working. Life expectancy has continued to increase with the females now aged 65 expected to live to 87.1 and a 65-year-old male can expect to live to 84.2 according to the Australian Institute of Health and Welfare.

November 09, 2017
26 min 56sec


  • 3:00 Kate Stalter
  • 4:00 Science of investing
  • 5:32 Beware of the fees
  • 12:05 Implications of longer life span
  • 13:45 Don't be a burden on your children
  • 15:15 Retirement is a womens issue
  • 17:50 Financial wellness for Life
  • 20:00 Modest lifestyle on government pension
  • 25:02 Downsize to free up money
  • 25:50 Contact for Kate Stalter


Retirement Can Be About Compromise. Episode 49 Retire Well Retire Happy Show

Sharing The Dream.

Retirement can be about compromise. One of the reasons for disagreement is deciding where to live in retirement. Tricia Pimental, author and the Portuguese correspondent for International Living, was convinced by her husband to move to Portugal. Listen to how it has turned out for them.

November 09, 2017
35 min 09sec


  • 2:13 Retirement dilema
  • 4:40 Dip your toe in the water
  • 7:05 Portugal filled with wonderful people
  • 10:05 Ideal for writers
  • 13:34 Expats and locals
  • 17:35 Affordable living
  • 21:12 Visa process
  • 28:02 Advantages of Portugal
  • 36:45 Safe and Pleasant


No excuses, Lead an extraordinary life? Episode 48 Retire Well Retire Happy Show

Time to follow your passion and invest in yourself

We have been the family taxi driver, the principal caregiver, the chief cook and bottle washer and regardless of our financial situation from age 60, it is our time to lead that life of our dreams. We need to be in control of our own destinies. A way to do this is to follow our passions, passions we have long subdued.Barbara Strickland reveals how she has followed her desire to express thoughts in writing and became an author and blogger.

November 02, 2017
21 min 24sec


  • 2:13 Follow her dream
  • 3:30 Gender pay gap
  • 4:25 Control our destination - beccame an author
  • 6:05 Paying it forward
  • 7:17 Mentoring and self publishing
  • 10:05 Gaining an audience - blogging
  • 12:40 Books need reviews
  • 15:50 Writing tips


Sometimes Life throws us a curveball? Episode 47 Retire Well Retire Happy Show

A new path can be very profitable

When a major, unexpected event takes place that puts all that we value in jeopardy we are mostly not prepared. Those are perhaps the lucky ones. Some of us get no warning, no second chance. The circumstance can also force us to search for a new path. My guest today, Kathy Fettke, was lucky, the doctors were wrong about her husband's melanoma. Together they went on to found the Real Wealth Network, member-based, that provides education to create Multi-Million Dollar Real Estate portfolios.

October 26, 2017
26 min 37sec


  • 2:13 Life throws us a game changer
  • 5:30 Invited to visit Australia by Dymphna Boholt
  • 7:10 Co-Founded Real Wealth Newwork member based
  • 14:35 Real Estate Fund
  • 15:50 Where are members investing
  • 20:00 Types of properties
  • 21:45 Network smooths the way
  • 24:10 Learing and giving to charities


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