Retire Well Retire Happy

Practical Retirement Advice

  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • About
  • Contact
  • The Retire Well Retire Happy Book
  • Podcast
  • Blog
  • Free Resources
  • Media
  • Helpful Links
  • Shop
  •  

Episode #4: The Importance Of Having An Estate Planning Strategy For A Peaceful Retirement

February 24, 2016 By Ann E. Nelson Leave a Comment

Retire Well Retire Happy
Retire Well Retire Happy
Episode #4: The Importance Of Having An Estate Planning Strategy For A Peaceful Retirement
00:00 /
Apple Podcasts Stitcher
RSS Feed
Share
Link
Embed

Download file | Play in new window

Subscribe: Apple Podcasts | Stitcher

Estate PlanningEstate Planning should be an important part of your Retirement Plans.

A peaceful retirement is the ultimate dream. Having estate planning as part of your retirement plans is important. It is not just about having a will.

Estate Planning is a strategy which includes advising clients on the best way of structuring their wills.  It also includes having a enduring powers of attorney. Other documents which provide asset protection and tax planning opportunities are also important.

What a dream job to have. Trudy Jardine works for Equity Trustees specialising in Estate Planning and she enjoys what she does. She looks at an individual’s case, listens to the client’s main concerns and then offers them with the best advice. The most satisfying part of her entire career has been the fact that she can assist clients to do the best the law allows to protect their assets for their loved ones.

Trudy talks to Ann Nelson on the importance of Estate Planning as part of your Retirement Plans. It is vital to haves ones estate protected.  There shouldn’t be any excuse for not protecting ones estate.

It should be noted that having a Will drawn up is for everyone.

It is expected of any individual above 18 years to start seeking advice about a Will.  Parents should be encouraging their children to have a Will, otherwise, the ‘intestacy rules’ would apply.

An independent trustee company can serve as an executor, but in some cases, it’s also good to appoint a spouse. Too many executors can be a problem as there are many documents to deal with. There is no specific way to which assets can be well protected for easy administration of the executor as every case is different. Every person has the ability to seek specialist advice in relation to their specific situation.

The duties and responsibilities of an Executor include:-

(a) Bury the body (or make sure disposal of the body is properly and promptly carried out).

(b) Find out the possessions of the deceased.

(c) Find out what the deceased owed.

(d) Distribute or deal with the estate according to the Will.

Addressing  hypothetical of what  clients may see as “unforeseen circumstances” is also part of the an estate planners job.

Visit Equity Trustees Online

Have you listened to the last Retire Well Retire Happy Podcast?

Tagged With: Equity Trustees, Trudy Jardine

Episode #3: Transitioning To Retirement: An Opportunity To Give Back To Your Community

February 10, 2016 By Ann E. Nelson Leave a Comment

Retire Well Retire Happy
Retire Well Retire Happy
Episode #3: Transitioning To Retirement: An Opportunity To Give Back To Your Community
00:00 /
Apple Podcasts Stitcher
RSS Feed
Share
Link
Embed

Download file | Play in new window

Subscribe: Apple Podcasts | Stitcher

transitioning to retirementFormer Kiwi Financial Adviser, Stephen Parr, has been transitioning to retirement and enjoying every minute.

Stephen is giving back to his community offering financial education courses and donating the profits of his books to charity.

Before retirement Stephen Parr, a resident of Tauranga, located at Bay of Plenty in New-Zealand had spent his life working for various Institutions, from working as a Forester with the government and a major New-Zealand’s Company, to moving into Horticulture and owning a tree and shrub nursery, then moving to a whole new career becoming a Financial planner. Finishing off this career he owned a company which he ran for 25 years.

Retirees like these want more out of the second half of their life, so they are transitioning to retirement and re-inventing their lives around that goal writing a new chapter in their life.

With retirement he re-Invented himself. Stephen Parr has transitioned into retirement and is enjoying every minute. Stephen is giving back to his community offering financial education courses, writing his first book, “Take Charge of Your Money”, and deciding to donate the profits of his books to charity. Always a lover of the outdoors Stephen is combining this with his adventure travels.

“Most people’s vision of retirement is culturally imposed, and they have a sense that they should stop working and travel or play a sport or any other hobby they had wished to play earlier,”

Stephen has always been fond of traveling the outdoors and has made a bucket list for travels on which he has been working on since he was young and now Stephen is well on the way to ticking off his travel bucket list. Adventure travelling is something he is very fond of and goes off backpacking with his wife regularly. His latest trips have included India & Sri-Lanka.

Stephen says that all the adventures that he has been to has been saved as a beautiful memory as a beautiful picture which is saved and will never be erased

Transitioning to retirement isn’t just about yourself and how you opt to deal with your life after retirement. It’s a lot more than that and by far more challenging, it’s rather about how you benefit yourself as well as others that surround you in any way you can share your experiences of your life with the younger generation.

Retirement, Stephen thinks it’s the freedom it gives you. He did expect to have more time, but that doesn’t appear to be the case. Stephen is busy filling his time up with writing his books, running education courses, getting outdoors every day and enjoying the trips.

Visit Stephen Online

Have you listened to the last Retire Well Retire Happy Podcast?

Tagged With: Stephen Parr

Episode #2: Savvy Shopaholic Author Gives EBay Selling Tips To Supplement Retirement Income

February 2, 2016 By Ann E. Nelson Leave a Comment

Retire Well Retire Happy
Retire Well Retire Happy
Episode #2: Savvy Shopaholic Author Gives EBay Selling Tips To Supplement Retirement Income
00:00 /
Apple Podcasts Stitcher
RSS Feed
Share
Link
Embed

Download file | Play in new window

Subscribe: Apple Podcasts | Stitcher

Learn how to supplement retirement income from on-line selling expert Jo Munro.

If you want to work from home and supplement retirement income then have a listen to an expert savvy shopaholic who has mastered the art of selling using eBay as her selling platform. Starting out small Jo Munro has learnt from the experts and has built and is now running several successful eBay stores in Australia and the United States.

Jo is an author of the Savvy Shopaholic and offers online coaching.

A regular on Channel 9 Today’s Show and famous for the tag line ‘Let’s Talk Shopping’ Jo Munro knows a lot about shopping and getting bargains.

Visit Jo online.

Have you listened to our last Retire Well Retire Happy Podcast?

Tagged With: Jo Munro

Episode #1: Set Yourself Up For Retirement With Residual Income From Network Marketing

January 16, 2016 By Ann E. Nelson Leave a Comment

Retire Well Retire Happy
Retire Well Retire Happy
Episode #1: Set Yourself Up For Retirement With Residual Income From Network Marketing
00:00 /
Apple Podcasts Stitcher
RSS Feed
Share
Link
Embed

Download file | Play in new window

Subscribe: Apple Podcasts | Stitcher

So you want to get retirement ready? We can do that by creating new income using network marketing.

Hear how one woman, Joan Graham-Hewitt, is embracing social media and getting ready for retirement. She has done this by setting up multiple streams of income using network marketing.

Joan reveals what to look for with a network marketing business opportunity.

Tagged With: Joan Graham

  • « Previous Page
  • 1
  • …
  • 40
  • 41
  • 42

Recent Episodes

  • Episode #210: Get Started Again After Your Career Ends By Adding Tapas
  • Episode #209: Tips To Survive The Pandemic For The Next 18 Months In Business
  • Episode #208: How Seniors Can Make The Best Of Their Twilight Years
  • Episode #207: Where To Find Expert Insights On Building Personal Wealth With Alternative Investments
  • Episode #206: How To Enjoy Your Retirement When You Follow Your Passion

Recent Posts

  • Natural Methods for Managing Your Blood Sugar
  • Sometimes Life Throws You A Curve Ball and Forces Us Down A New Path
  • Have you ever thought about your spit?
  • DIY Investing, One Way To Keep Focused On Achieving Financial Independence.
  • What’s your Retirement Vision? Time To Discover the Secret of Compromise.

Copyright © 2023 · Log in