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. Dean shares a refreshingly simple and practical perspective on building long-term wealth, cutting through the noise, and avoiding the common mistakes that trip investors up.
In this episode, we cover:
- 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. The Retire Well Podcast is available to listen on Spotify, YouTube, ApplePodcast and more!
For more information on retirement planning, check out their blog page, insights and updates, or latest posts on LinkedIn and Facebook. You can also request the first chapter of the Retire Well book for free using the links below.
- Insights and Updates: Blog page
- Retire Well Book: Request First Chapter of Retire Well