This week we look at a case study from someone in the Epic Retirement Community who realised after a consultation that she wasn't properly defining what she wanted from her financial adviser. To help me is David Lane, the State Manager and Senior Adviser at Ord Minnett

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Or follow and learn more about Bec Wilson

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@epicretirement on Instagram

Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here

Nearing retirement?

Join the Retirement Dreaming: Epic Retirement Facebook Group

Sign up for the Epic Retirement weekly newsletter at epicretirement.net

Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here

Visit Bec’s website at epicretirement.com.au to learn more about her work

See omnystudio.com/listener for privacy information.

I chat with Luke Chippendale from the Caravan Industry Association to uncover the must-know tips for budgeting, planning and making your dream caravanning adventure a reality.

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Get in touch with Bec here: Bec@primetimers.net

You can find the podcast:

@Primetimepod on Instagram

@Primetime_podcast on Facebook

Sign up for the Primetimers Newsletter at www.primetimers.net - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.

Or follow and learn more about Bec Wilson

@becwilsonepic on Facebook

@epicretirement on Instagram

Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here

Nearing retirement?

Join the Retirement Dreaming: Epic Retirement Facebook Group

Sign up for the Epic Retirement weekly newsletter at epicretirement.net

Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here

Visit Bec’s website at epicretirement.com.au to learn more about her work

See omnystudio.com/listener for privacy information.

I chat to Professor Jim Nicklin, a semi-retired Professor of Gynaecological Oncology, about his leap from the medical world to pursue his dream of writing a novel - a Psychological thriller no less - called 'U'.

Jim is extremely well respected in the medical community in Australia, and he’s still active in teaching, research, mentoring and medical aid work. But today he offers us his practical guide to pursuing a dream in puoblishing.

You can find Jim's book on Amazon here: https://www.amazon.com.au/U-Jim-Nicklin/dp/1923265741

Follow us on social media and via email

Get in touch with Bec here: Bec@primetimers.net

You can find the podcast:

@Primetimepod on Instagram

@Primetime_podcast on Facebook

Sign up for the Primetimers Newsletter at www.primetimers.net - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.

Or follow and learn more about Bec Wilson

@becwilsonepic on Facebook

@epicretirement on Instagram

Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here

Nearing retirement?

Join the Retirement Dreaming: Epic Retirement Facebook Group

Sign up for the Epic Retirement weekly newsletter at epicretirement.net

Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here

Visit Bec’s website at epicretirement.com.au to learn more about her work

See omnystudio.com/listener for privacy information.

If you don't want to be one of those leaving super behind, have a listen to Joey Moloney, who is the Deputy Program Director of Grattan Institute's Housing and Economic Security program and I discuss...

This conversation started as a back and forth debate in the papers, after Grattan’s report which points out something we all agree on – that Australia’s retirement system is too complex for retirees to navigate and that leaves retirees stressed and lacking the confidence to spend their retirement savings.

That combined with the reality that many are leaving significant super balances when they die rather than spend it on living.

Follow us on social media and via email

Get in touch with Bec here: Bec@primetimers.net

You can find the podcast:

@Primetimepod on Instagram

@Primetime_podcast on Facebook

Sign up for the Primetimers Newsletter at www.primetimers.net - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.

Or follow and learn more about Bec Wilson

@becwilsonepic on Facebook

@epicretirement on Instagram

Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here

Nearing retirement?

Join the Retirement Dreaming: Epic Retirement Facebook Group

Sign up for the Epic Retirement weekly newsletter at epicretirement.net

Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here

Visit Bec’s website at epicretirement.com.au to learn more about her work

See omnystudio.com/listener for privacy information.

Ever wondered how much you really need to retire or how the age pension fits into the mix for retirement income? Do you want to understand a bit more about the benchmarks really mean for retirees?

In this episode of Prime Time, we dive deep into Super Consumers Australia’s new retirement savings benchmarks with CEO Xavier O’Halloran. But we don’t just cover the numbers for homeowners and Age Pension recipients—we also get a sneak peek into some unreleased data on what retirement looks like for renters and those who may never qualify for the Age Pension.

Follow us on social media and via email

Get in touch with Bec here: Bec@primetimers.net

You can find the podcast:

@Primetimepod on Instagram

@Primetime_podcast on Facebook

Sign up for the Primetimers Newsletter at www.primetimers.net - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.

Or follow and learn more about Bec Wilson

@becwilsonepic on Facebook

@epicretirement on Instagram

Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here

Nearing retirement?

Join the Retirement Dreaming: Epic Retirement Facebook Group

Sign up for the Epic Retirement weekly newsletter at epicretirement.net

Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here

Visit Bec’s website at epicretirement.com.au to learn more about her work

See omnystudio.com/listener for privacy information.

In this episode, I chat to Terri Bradford who, until recently, was the Head of Wealth Management at Morgans Financial. Not only is she an expert in superannuation and investment strategy planning but she's just been through this transition personally. She speaks candidly about how she knew it was her time to retire after seeing the process from the other side thousands of times in her career.

We discuss:

• Signs someone is ready to retire
• Filling the hole of work
• Key financial checkpoints to make the leap
• How to maximise super leading up to retirement
• When to start thinking about estate planning

Follow us on social media and via email

Get in touch with Bec here: Bec@primetimers.net

You can find the podcast:

@Primetimepod on Instagram

@Primetime_podcast on Facebook

Sign up for the Primetimers Newsletter at www.primetimers.net - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.

Or follow and learn more about Bec Wilson

@becwilsonepic on Facebook

@epicretirement on Instagram

Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here

Nearing retirement?

Join the Retirement Dreaming: Epic Retirement Facebook Group

Sign up for the Epic Retirement weekly newsletter at epicretirement.net

Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here

Visit Bec’s website at epicretirement.com.au to learn more about her work

See omnystudio.com/listener for privacy information.

It's the time of year when everyone rejoins the gym and starts to think about a new year diet. In this episode, I chat to Physiologist and weight loss expert Professor Michael Cowley from Monash University about the MYTHS and FACTS of weight loss drugs like Ozempic, that are taking the world by storm.

Follow us on social media and via email

Get in touch with Bec here: Bec@primetimers.net

You can find the podcast:

@Primetimepod on Instagram

@Primetime_podcast on Facebook

Sign up for the Primetimers Newsletter at www.primetimers.net - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.

Or follow and learn more about Bec Wilson

@becwilsonepic on Facebook

@epicretirement on Instagram

Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here

Nearing retirement?

Join the Retirement Dreaming: Epic Retirement Facebook Group

Sign up for the Epic Retirement weekly newsletter at epicretirement.net

Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here

Visit Bec’s website at epicretirement.com.au to learn more about her work

See omnystudio.com/listener for privacy information.

Welcome to 2025!!! For the first episode of the year, I sit down with Paul Benson, Certified Financial Planner from Guidance Financial Advice, for his ESSENTIAL New Year financial checklist.

Follow us on social media and via email

Get in touch with Bec here: Bec@primetimers.net

You can find the podcast:

@Primetimepod on Instagram

@Primetime_podcast on Facebook

Sign up for the Primetimers Newsletter at www.primetimers.net - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.

Or follow and learn more about Bec Wilson

@becwilsonepic on Facebook

@epicretirement on Instagram

Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here

Nearing retirement?

Join the Retirement Dreaming: Epic Retirement Facebook Group

Sign up for the Epic Retirement weekly newsletter at epicretirement.net

Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here

Visit Bec’s website at epicretirement.com.au to learn more about her work

See omnystudio.com/listener for privacy information.