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. 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