Show Notes
Retirement village options in New Zealand can feel overwhelming, especially when you are weighing up independence, care, lifestyle, costs and community. In this episode of Retire Well, Jim Smith and Martin Fox explore the choices available as we age, including staying at home, moving into a retirement village, and understanding when rest home or hospital-level care may become part of the journey.
🏠 Coming up in this episode, they discuss:
The difference between retirement villages, rest homes and hospital-level care What an Occupation Right Agreement is and how Deferred Management Fees work The typical accommodation options, including villas, serviced apartments and care units How government funding for long-term residential care is assessed What Jim and Martin learned from visiting Summerset Prebbleton, Ryman Anthony Wilding and Burlington by Qestral Why many residents say they wish they had made the move sooner
Based in Christchurch, Jim and Martin offer independent advice on healthy living, financial wellbeing, and retirement planning. For more information, visit The Retirement Guys website or request to download their free eBook, Retire Well, using the links below. 👇
🔗 Website: https://retirementguys.co.nz 🔗 Retire Well Book: https://mailchi.mp/retirementguys/book-retire-well
More from The Retire Well Podcast (NZ)
In this episode of Retire Well, Jim Smith and Martin Fox are joined by Anna Bodman, director and co-founder of Arcwell Legal, a specialist family-law practice in Christchurch, to explore relationship property law and the important role legal planning can play in protecting your wealth, relationships and future. Coming up in this episode, they discuss: What relationship property law means and some of the common misunderstandings. The conversations couples should have before combining homes, finances or investments. The role of family trusts and why they may not always provide the protection people expect. What can happen to KiwiSaver, investments, businesses and other major assets when a relationship ends. How lawyers and financial advisers can work together to help protect wealth during difficult life changes. Based in Christchurch, Jim and Martin offer independent advice on healthy living, financial wellbeing, and retirement planning. For more information, visit The Retirement Guys website or request to download their free eBook, Retire Well, using the links below.👇 🌐 Website: https://retirementguys.co.nz 📔 Retire Well Book: https://mailchi.mp/retirementguys/book-retire-well A big thank you to Anna Bodman for joining us on this episode! If you'd like to learn more about Anna and her work, you can find her using the links below.👇 🌐 Website: https://www.arcwellpartners.co.nz 📞 Phone: +64 27 200 8280 📧 Email: [email protected]
In this episode of Retire Well, Jim Smith and Martin Fox are joined by insurance consultant Andrew Pender to explore the important role of insurance and retirement planning in protecting your financial future. Coming up in this episode, they discuss: The different types of personal insurance, including life, trauma, disability, and income protection cover How insurance needs change through your 40s, 50s, and into retirement Whether there is a simple way to calculate how much life insurance you actually need Why your ability to earn an income may be one of your most valuable financial assets When it may be appropriate to reduce insurance cover or begin self-insuring Why regular insurance reviews are an essential part of long-term retirement planning Based in Christchurch, Jim and Martin offer independent advice on healthy living, financial wellbeing, and retirement planning. For more information, visit The Retirement Guys website or request to download their free eBook, Retire Well, using the links below. 👇 🔗 Website: https://retirementguys.co.nz 🔗 Retire Well Book: https://mailchi.mp/retirementguys/book-retire-well
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 relationships evolve through mid-life and beyond • Intimacy, connection and maintaining healthy relationships • The importance of communication and avoiding assumptions • Common relationship challenges during major life transitions • Dating and finding connection later in life • Why retirement is a significant relationship transition, not just a financial one • The role emotional wellbeing plays in creating a fulfilling retirement Based in Christchurch, Jim and Martin offer independent advice on healthy living, financial wellbeing, and retirement planning. For more information, visit The Retirement Guys website or request to download their free eBook, Retire Well, using the links below. 👇 🔗 Website: https://retirementguys.co.nz 🔗 Retire Well Book: https://mailchi.mp/retirementguys/book-retire-well
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 meaningful, enjoyable life. Together, they explore some of the biggest challenges and opportunities facing people in mid‑life and beyond, including: Why many retirees struggle with retirement spending How tools like reverse mortgages can help those who are asset‑rich but cash‑flow poor The role of property investing in a balanced retirement plan Based in Christchurch, Jim and Martin offer independent advice on healthy living, financial wellbeing, and retirement planning. For more information, visit The Retirement Guys or request to download their free eBook, Retire Well, using the links below. 👇 🔗 Website: https://retirementguys.co.nz 🔗 Retire Well Book: https://mailchi.mp/retirementguys/book-retire-well
In this episode of Retire Well, Jim Smith and Martin Fox are joined by Dean Anderson, CEO and founder of Kernel Wealth, to explore simple investing strategies and what really matters when building long-term wealth. Coming up in this episode, they discuss: Why most investors overcomplicate things (and how to simplify) The real impact of fees on long-term returns Active vs passive investing, and why it's not a binary choice How to build a simple, effective investment portfolio Why behaviour matters more than picking the "perfect" fund The evolution of KiwiSaver and what may change in the future Why property may no longer be the default path to wealth in NZ Based in Christchurch, Jim and Martin offer independent advice on healthy living, financial wellbeing, and retirement planning. For more information, visit The Retirement Guys or request to download their free eBook, Retire Well, using the links below. 👇 🔗 Website: https://retirementguys.co.nz 🔗 Retire Well Book: https://mailchi.mp/retirementguys/book-retire-well