Retirement, The Great Escape Plan

What really makes a great financial adviser? Is it the strategy? The investment knowledge? The numbers? Or is it the person sitting across from you who understands what matters, asks the right questions, challenges your thinking and knows when to simply listen? In Episode 17 of Retirement: The Great Escape Plan, Jenny Brown is joined by JBS Financial business partners Warren Hanna and Peter Folk f...

Divorce can turn life upside down. When it happens close to retirement, it can also leave you wondering: what happens to the future I thought I was planning for? In Episode 16 of Retirement: The Great Escape Plan, Jenny Brown is joined by JBS advisers Warren Hanna and Kaitlin Grozdanovski to explore what happens when one retirement plan suddenly becomes two. Drawing on real client experiences, the...

Here's the story… welcome to our very own JBS Brady Bunch. For anyone old enough to remember The Brady Bunch, Episode 15 of Retirement: The Great Escape Plan is the JBS version: a whole bunch of personalities, different strengths and plenty of laughs along the way. Jenny Brown is joined by Warren, Peter, Kaitlin, Daniel and Sharyn for a fun, behind-the-scenes introduction to some of the people who...

Will my money last? What if my health changes? What happens if my partner isn't here? And if life throws us a curveball… will our retirement plan cope?   These are the questions that don't always get said out loud. In Episode 14 of Retirement: The Great Escape Plan, Jenny Brown is joined by JBS Financial Strategists business partners Warren Hanna and Peter Folk to unpack some of the real worries s...

You can talk about aged care in theory. But it's very different when it's your mum, your family and suddenly the decisions are yours to make. Following on from Episode 12, where we explored why planning ahead for ageing and aged care matters, Episode 13 of Retirement: The Great Escape Plan brings that conversation to life through one family's experience. Jenny Brown and JBS Financial Strategist ag...

When people hear the words aged care, many assume it's something they'll think about later. The reality is that some of the most important decisions about ageing and aged care are made long before they're ever needed. In Episode 12 of Retirement: The Great Escape Plan, Jenny Brown is joined by JBS Financial Strategists' aged care advice specialists Kaitlin Mifsud and Peter Folk for a practical and...

In Episode 11 of Retirement: The Great Escape Plan, Jenny Brown and the JBS Financial team, Warren Hanna and Peter Folk, are here to tackle a topic that's becoming increasingly important for retirees and those approaching retirement. Scams are becoming more sophisticated, more convincing and more personal. And the reality is, they don't just target the vulnerable; they target everyday Australians...

In Episode 10 of Retirement: The Great Escape Plan, Jenny Brown is joined by JBS Financial Strategists business partners Warren Hanna and Peter Folk to explore one of the biggest fears people face in retirement, the fear of running out of money. It's a concern that affects far more than your bank balance. It influences the decisions you make, the experiences you put off, and whether you give yours...

In Episode 9 of Retirement: The Great Escape Plan, Jenny Brown is joined by JBS Financial Strategists business partner Warren Hanna and Estate Planning Lawyer Lav Chhabra to explore a topic that touches every family, how to create an estate plan that truly reflects your wishes, your relationships and your legacy. Following on from our previous conversation about legacy, this episode takes a deeper...

In Episode 8 of Retirement: The Great Escape Plan, Jenny, Warren and Peter are back for a thoughtful conversation about what legacy really means and why it's about far more than money. When people think about legacy, they often focus on wills, inheritances and financial assets. But in reality, the conversations that matter most are usually about relationships, values, intentions and the things fam...

In Episode 7 of Retirement: The Great Escape Plan, Jenny Brown is joined once again by JBS Financial Strategists business partners Warren Hanna and Peter Folk to unpack one of the most important, and often misunderstood, parts of retirement planning: superannuation. For many Australians, super can feel confusing, overwhelming, or simply something they'll "deal with later." But the reality is, it c...

In Episode 6 of Retirement: The Great Escape Plan, Jenny Brown and Warren Hanna are joined by special guest Rob Fava, a former colleague, long-time friend, and valued JBS Financial client, for an inspiring conversation about life after the paycheque. As a small business owner, Rob always knew he wanted more from retirement than simply leaving work behind. In this episode, he shares how he has buil...

In Episode 5 of Retirement: The Great Escape Plan, Jenny Brown is joined by JBS Financial Strategists business partners Warren Hanna and Peter Folk to unpack the common myths and quiet assumptions that keep people stuck when it comes to retirement. These are the stories we hear all the time — "I'll figure it out later," "I'll just live off less," "the pension will be enough," or "once I stop worki...

In Episode 4 of Retirement: The Great Escape Plan, host Jenny Brown and JBS Financial Strategists business partner Warren Hanna are joined by long-time client Mike McCarthy to share a real-life perspective on transitioning into retirement. If you've read Retirement: The Great Escape Plan, you may recognise parts of Mike's story, but in this episode, we go much deeper. Together, they explore one of...

In Episode 3 of Retirement: The Great Escape Plan, host Jenny Brown is joined by her JBS Financial Strategists business partners Warren Hanna and Peter Folk to unpack one of the biggest concerns people have in retirement, how to stay calm when markets move. Market volatility is a normal part of investing, but it can feel very different once you've stopped earning an income. When balances fluctuate...

In Episode 2 of Retirement: The Great Escape Plan, host Jenny Brown is joined by her JBS Financial Strategists business partners Warren Hanna and Peter Folk to explore what retirement really means when it's viewed as a transition rather than an ending. A powerful question sits at the centre of this conversation: What would a postcard from your retirement look like? Is it travel, time with family,...

Welcome to the very first episode of Retirement: The Great Escape Plan, brought to you by JBS Financial Strategists. In this opening conversation, host Jenny Brown is joined by her JBS business partners, Warren Hanna and Peter Folk, to explore one big question: So… what is retirement now? Retirement today isn't a simple finish line. For many, it brings excitement, but also uncertainty. Questions a...

Welcome to Retirement: The Great Escape Plan, a podcast brought to you by JBS Financial Strategists and designed to help you transition into your next chapter with total confidence. In this series, Jenny Brown, CEO of JBS Financial Strategists and author of Retirement: The Great Escape Plan, goes beyond the pages of her book to create space for the real stories and insights that don't always fit o...