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The Retire Well Podcast (NZ)

Jim Smith and Martin Fox
Retirement
Kiwisaver
The Retirement Commission
Retirement Spending
PERMA
Retirement Income Interest Group
Retirement Planning
Positive Psychology
NZ Budgeting
Sorted
NZ Super
4% Rule

Welcome to the Retire Well Podcast, your guide to planning, investing, and living a purposeful and healthy life from mid-life and beyond. Hosted by Jim Smith and Martin Fox, financial advisers and founders of The Retirement Guys. Jim and Martin explore how to grow your wealth, improve your wellbeing, and design the retirement that you really want.

PublishesMonthlyEpisodes8Founded6 months ago
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InvestingBusiness

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Artwork for The Retire Well Podcast

Latest Episodes

In this episode of Retire Well, Jim Smith and Martin Fox are joined by Jo Robertson to explore relationships in retirement and why emotional connection can be just as important as financial security.

Coming up in this episode, they discuss:

• How... more

This episode of Retire Well features Mary Holm, one of New Zealand's most trusted personal finance commentators, joining Jim and Martin for a thoughtful discussion about shifting from accumulating wealth to using it confidently to support a meaningfu... more

In this episode of Retire Well, Jim Smith and Martin Fox are joined by Dean Anderson, CEO and founder of Kernel Wealth, to unpack what really matters when it comes to investing.

Dean shares a refreshingly simple and practical perspective on buildin... more

In this episode of Retire Well, Jim Smith and Martin Fox are joined by Tom Hartmann from the Retirement Commission. Tom is a personal finance lead and the driving force behind tools many Kiwis already use, including Sorted, the KiwiSaver Fund Finder,... more

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Recent Guests

Jo Robertson
Relationship and sex therapist
Episode: Episode 8: How Retirement can Impact Relationships and Intimacy with Jo Robertson
Mary Holm
NZ personal finance writer, columnist, broadcaster, author
Independent writer and speaker
Episode: Episode 7: Unlocking Retirement Freedom with Mary Holm
Dean Anderson
CEO and founder of Kernel Wealth
Kernel Wealth
Episode: Episode 6: The Truth About Investing with Special Guest Dean Anderson
Tom Hartmann
Personal finance lead, Retirement Commission; linked to Sorted and KiwiSaver resources
The Retirement Commission
Episode: Episode 5: KiwiSaver Behaviour with Tom Hartmann
Ian Perera
Convenor, Retirement Income Interest Group
Retirement Income Interest Group
Episode: Episode 4: The Truth About Retirement Spending with Ian Perera
Jane Davis
Director of The Flourishing Institute; Specialist in Positive Psychology
The Flourishing Institute
Episode: Episode 3: How to Flourish Beyond Work with Jane Davis
Martin Hawes
Author, public speaker, and retirement advisor
Independent author/speaker
Episode: Episode 2: Making Your Money Work For You with Martin Hawes

Hosts

Jim Smith
Host of Retire Well Podcast; presents retirement planning, macro insights, and practical strategies for asset utilization and spending in later life.
Martin Fox
Co-host of Retire Well Podcast; co-leads discussions on investing approaches, costs, and practical retirement strategies.

Chart Rankings

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Apple Podcasts
#61
New Zealand/Business/Investing
Apple Podcasts
#198
New Zealand/Business

Talking Points

Recent interactions between the hosts and their guests.

Episode 2: Making Your Money Work For You with Martin Hawes
Q: If you had to condense it down, what would your key learnings be about planning and living well in retirement?
Key learnings include prioritizing a manageable living situation, spending within means, and ensuring proper health checks and proactive health management, as these three areas critically influence quality of life in retirement.
Episode 7: Unlocking Retirement Freedom with Mary Holm
Q: Why do you think retirees struggle with the transition from saving to spending, and how should they approach this psychologically?
Retirees often fear depleting their wealth and losing the lifestyle they've planned for, so Holm emphasizes accepting that some spending is appropriate and that a simple budget or rule of thumb can help anchor decisions while maintaining life enrichment.

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Frequently Asked Questions About The Retire Well Podcast

What is The Retire Well Podcast about and what kind of topics does it cover?

The show focuses on practical retirement planning, investing, and living well in mid-life and beyond. Across recent episodes, the conversations cover KiwiSaver usage, retirement cash flow, cost awareness in investing, and behavioral factors that influence long-term saving and spending. Guests typically include finance writers, wealth managers, and researchers who bring actionable frameworks for budgeting, drawdown strategies, and well-being in retirement. A notable through-line is balancing financial security with meaningful, purposeful living, often tying money decisions to lifestyle goals and health, social connection, and life satisfaction. Listeners are likely attracted to clear, evidence-based guidance on planning for retirement, inclu... more

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Which podcasts are similar to The Retire Well Podcast?

These podcasts share a similar audience with The Retire Well Podcast:

1. The Prosperity Project
2. Making Cents
3. The Happy Saver Podcast - Personal Finance in New Zealand
4. Cheques and Balances
5. The Property Academy Podcast

How many episodes of The Retire Well Podcast are there?

The Retire Well Podcast launched 6 months ago and published 8 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Retire Well Podcast?

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What guests have appeared on The Retire Well Podcast?

Recent guests on The Retire Well Podcast include:

1. Jo Robertson
2. Mary Holm
3. Dean Anderson
4. Tom Hartmann
5. Ian Perera
6. Jane Davis
7. Martin Hawes

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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