The Humans vs Retirement Podcast

In this deeply insightful and refreshingly honest conversation, I sit down with retirement coach and former financial services executive Toni Petrillo , founder of Retire with Intention . We explore the emotional complexities and personal transformations that often define life after full-time work, diving into the hidden challenges retirees face, particularly around identity, relationships, and wh...

In this powerful and entertaining episode, I'm delighted to be joined by podcasting legend Matt Halloran, co-founder of ProudMouth. Together, we explore why podcasting isn't just a tool for business; it's a deeply human medium that offers purpose, connection, and even legacy in retirement. Whether you're a financial planner looking to build trust with your audience or you're approaching retirement...

In this episode, I had the privilege to sit down with world-renowned economist Dr. Jeff Brown to explore one of retirement's most misunderstood tools, annuities. But this isn't your typical dry financial chat. Together, we unpack why guaranteed income might be the key to unlocking joy, confidence, and peace of mind in retirement. With a perfect blend of behavioural science, practical wisdom, and a...

In this energising and heartfelt episode, I'm joined by Tony Taylor, a retired entrepreneur turned healthy ageing coach, functional medicine practitioner, and the creator of the  7 Pillars of Ageing Responsibly . After facing the retirement cliff edge head-on, Tony rebuilt his life with purpose, resilience, and a relentless curiosity. Together, we explore what it really means to age well in today'...

In this inspiring and thought-provoking episode of Humans vs Retirement , I sit down with The Executive Book Coach, Helen Wilkie to explore why retirement may be the ideal moment to write the book you've always dreamed of. From memoirs to how-to guides, legacy to creativity, Helen shares practical insights and soulful encouragement for anyone curious about turning lived experience into lasting wri...

In this eye-opening conversation, I sit down with Stuart Ritchie, chartered tax advisor, estate planning expert, and author of  Who Will Get My Money When I Die , to explore one of the most emotional and misunderstood aspects of later-life financial planning: inheritance tax. This episode isn't about doom and gloom, it's about taking control. Whether you're planning for your own legacy, thinking a...

What  really matters in retirement? After the spreadsheets are done, the portfolio's in place, and the paycheque has stopped, what's left? In this powerful and deeply human conversation, I sit down with Fritz Gilbert, author of Keys to a Successful Retirement and founder of The Retirement Manifesto , to explore the non- financial side of life after work. We dive into the real questions: How do you...

In this uplifting and thought-provoking episode, I sit down with Patrice Jenkins, author of What Will I Do All Day? , to explore the real heart of retirement beyond financial plans. Together, we dig into why retirement is not simply about staying busy, but about rediscovering meaning, purpose, identity, and joy. Patrice shares insights from her decades of counseling and interviews with retirees, o...

Summary In this powerful and insightful episode, I sit down with Dr. Riley Moynes, author, speaker, and creator of the viral TED Talk on "The Four Phases of Retirement," which has amassed nearly 5 million views. Together, we unpack why retirement is far more of a human problem than a financial one, and why so many retirees struggle despite having "enough" money. Riley shares the emotional, psychol...

Episode Summary In this inspiring and heartfelt episode, I sit down with David Marlow, veteran leader, coach, and author of  The Ikigai Way to explore how the ancient Japanese concept of Ikigai can powerfully guide us into a more fulfilling and purposeful retirement. From personal stories of career transitions to uncovering identity after work, David shares how aligning our inner essence with what...

Episode Summary Retirement isn't just a financial transition, it's a  psychological and emotional one, too. In this episode of Humans vs. Retirement , I sit down with Lindsay Troxell , a coach and life planner who has been at the forefront of shifting the financial industry's focus toward a more human-first approach. Lindsay shares powerful insights on mindset, identity, and habits , and why most...

This is episode 75! And I'm thrilled to introduce my guest today. He is a true pioneer in the field of behavioural finance, Dr. Greg Davies. Greg is the Head of Behavioural Finance at Oxford Risk and has spent his career shaping how we understand investor psychology, financial decision-making, and the emotional complexities that come with managing money—especially in retirement. In this episode, w...

  Bob is a pioneer in the psychology and social science of retirement. He is a five-time best-selling author, nationally syndicated columnist and recognized presenter at retirement conferences across the US. He is the founder of the Retirement Coaches Association ,  Certified Professional Retirement Coach  Designation and  Retirement Intelligence  Assessment. His work has reached millions of retir...

Today I welcome Leisa Peterson to the show, Leisa is the author of The Mindful Millionaire in which she writes brilliantly about overcoming scarcity, experiencing true prosperity and creating the life you really want. Leisa is on a mission to help 1,000,000 people elevate their financial consciousness by realizing their true value and creating greater financial security for themselves.   As a mone...

Summary Welcome to  a very special episode 72 of The Humans vs Retirement Podcast…   Why is it special I hear you say…   Well, its special because it's a real retirement story and journey as I have a conversation with my wonderful client Julian Hince .   Whilst I love bringing expert opinions to you I think nothing hits home and resonates more than a real story of someone who has been through and...

Summary I n this episode I get to chat with author and behavioural scientist, Richard Shotton.  Richard specialises in how humans make choices and has written 2 excellent books on this subject, the choice  factory and the illusion of choice. He further specialises on applying findings from psychology and behavioural science to how businesses market their services and why consumers buy stuff   In t...

Summary In this episode of The Humans vs Retirement Podcast is get to chat with Susan Latremoille Susan is a certified Retirement Coach (CPRC) and the author of  The RichLife – Managing Wealth and Purpose, It's Not Just about the Money – The Whole Life Approach to Wealth Management, and co-author – Thriving Throughout Your Retirement Transition.   Susan spent over 35 years as a wealth advisor assi...

Summary I had the privilege to sit down with Jordan Grumet, author of the brilliant new book The Purpose Code and host of The Earn & Invest Podcast. In this conversation, Jordan shares his journey from being a physician to discovering the importance of purpose in life, particularly in retirement. He discusses the paradox of purpose, the difference between Big P and Little P Purpose, and how societ...

Welcome to a special end of 2024 solo episode of the Humans vs. Retirement podcast! This year there has been 40 episodes of the podcast re leased and I'm touching on 90,000 downloads , which blows my mind! I have been so lucky to have conversations with amazing guests and the feedback has been so humbling to hear.    So, I want to take a moment to thank each and every one of you for joining me on...

Summary In this episode, I'm thrilled to welcome back to the show Christine Benz as we delve into her best selling book How to Retire: 20 Lessons For a Happy, Succesful, And Wealthy Retirement.   When Christine was a guest on the podcast in ep 36 back in March of this year, her book had not yet been released but we did get a sneak peek into what she had in store for us.   Now, having got my hands...

Summary In this episode, Dr Daniel Crosby returns to discuss his new book The Soul of Wealth and the concept of soulful wealth, particularly in the context of retirement. He emphasises that money should serve individuals rather than control them, and highlights the importance of relationships and personal growth in achieving happiness. Our conversation explores the PERMA model, which outlines five...

Summary In this episode of the Humans vs Retirement podcast, Sheridan shares her inspirational journey through trauma and healing, emphasising the importance of understanding the nervous system's role in our experiences. Our conversation explores the challenges of modern retirement, likening it to a form of grief, and highlights the need for intentional preparation for this significant life transi...

Summary In this episode of the Humans vs Retirement podcast, I get to have a great conversation with Victoria Barker, co-founder of Beyond Your Career. Beyond Your Career is a programme led by a skilled team of expert coaches, psychologists and neuropsychologists to help ensure a smooth psychological transition from a demanding career, which includes workshops and insights from world-class experts...

About Kimberly Dr.  Harms helps people understand the importance of showing their love for their families by setting them up for success through comprehensive legacy planning. Dr. Harms has witnessed death up close many times throughout her life. She suffered the loss of her mother and her son to suicide and, eventually, her husband from a broken heart. These events shaped her views on finding mea...

Summary In this episode of the Humans vs Retirement podcast, I interview Bill Bengen, the pioneer of the 4% safe withdrawal strategy, who shares insights from his extensive research on retirement income strategies. Bill discusses the evolution of the 4% safe withdrawal rate, revealing that the worst-case scenario may now be closer to 5%. He emphasises the importance of diversification, glider path...