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: anna@arcwellpartners.co.nz

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

Welcome to episode 4 of Retire Well, today Jim Smith and Martin Fox dive into the truth behind retirement spending, exploring what research shows about how costs change over time for New Zealanders planning their future. They'll also be joined by Ian Perera, from the Retirement Income Interest Group, who brings valuable insight and research.

Coming up in this episode, they discuss:

• Ian's work with the Retirement Income Interest Group
• What the research tells us about spending patterns in retirement
• How spending patterns change over time
• Common misconceptions people have before they retire

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