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Retire Well, Retire Happy: The Podcast

Subscribe to the podcast featuring Ann Nelson interviewing the people that got it right. Learn tips and techniques to help set you up in retirement.

Ways to build your wealth . Episode 57 Retire Well Retire Happy

An investment strategy that lets you borrow money to invest

Many of us dream of owning our own home. Most of us don’t have the money and borrow to achieve that goal. We use an investment strategy called margin lending. The borrower uses the asset you buy as security for the loan. This old financial technique can also be used to buy shares or managed funds with the aim of increasing the investment value over time.

January 12, 2018
23 min 7sec


  • 3:15 Brief History
  • 4:48 Long Term Strategy
  • 5:16 Purposes
  • 7:05 Security
  • 10:00 Lending ratios
  • 13:10 Monitor Investments
  • 16:50 Self directed investors
  • 23:00 Contacts


How To Create Wealth For The Future. Episode 56 Retire Well Retire Happy

Experts share their investing secrets.

We learn a lot when we listen to others that have been there and done that. It can take years to come up win a successful winning investing strategy. Sit back and enjoy listening to a summary of the experts that have shared their investing secrets in 2017.

January 4, 2018
19 min 18sec


  • 1:50 Investing Choices
  • 3:35 Having an investing father helps
  • 5:10 Create mail box money
  • 7:36 Cash flow wins the race
  • 9:50 Find your investing style
  • 11:45 Cryptocurrency the 4th asset class
  • 13:20 Understanding true diversification
  • 16:40 Join a mastermind investing group


Reflections on life. How To Build A Better Future. EP 55 Retire Well Retire Happy

A glimpse of the past can prepare us to look forward.

A glimpse of the past can prepare us to look forward to what's ahead. That is why I am focusing on reflections on life stories that have been covered with the guest's I have interviewed this year. How to build a better future by taking a glimpse of the past.

December 24, 2017
18 min 31sec


  • 2:40 Living Choices
  • 4:00 Escape the rat race and live overseas
  • 10:00 Attitude, plans, and have some fun
  • 11:00 Ways to stay healthy
  • 13:00 It's all about energy and passion
  • 13:00 Research
  • 14:50 That wake-up call
  • 17:30 Merry Christmas


Where Do Get Help When You Are Not The Expert? EP 54 Retire Well Retire Happy

Even experienced investors like hanging out in a group

Even experienced investors like hanging out in a group. There is always something to learn. Where better than to join a mastermind group where you can hangout with likeminded people and share your knowledge. The Bottom Feeding investor mastermind group is putting some fun back into investing.investing

December 14, 2017
21 min 41sec


  • 1:00 Put fun back into finances
  • 4:40 Mastermind Group
  • 5:40 Benefits of the group
  • 9:30 Results
  • 11:30 Notifications
  • 13:00 Research
  • 15:30 Announcements
  • 18:15 How to join


Where will you live in the third half of your life? Episode 53 Retire Well Retire Happy

Isolation issues solved for seniors with Co-housing

Isolation is one of the key issues that we face as we age. Women more than men will be in this predicament as women tend to outlive their male partners. Are you rattling around in that big house on your own? Are you interested in ageing with people of similar interests? Lew Bowers from PDX Commons, a senior co-housing project in Portland, Oregon, explains how this new concept works.

December 7, 2017
24 min 18sec


  • 1:00 Where are you going to live?
  • 1:50 Community housing model
  • 3:50 Origins of Co-housing
  • 9:00 Social isolation Key Issue
  • 11:20 Member driven
  • 15:30 People in the Third half of there lives
  • 16:40 Layout
  • 19:40 Best and worst of co-housing
  • 21:20 Urban Development partners


Buying overseas shares is now as simple as online shopping. Episode 52 Retire Well Retire Happy

SMSF portfolios can soon diversify with this simple trading platform

Have you been frustrated in your efforts to buy overseas shares? Matthew Leibowitz used his experience running a Trading Team in Chicago to set up a simple way to buy overseas shares with his new online shop called Stake. Buying overseas has never been easier or cheaper.

November 25, 2017
22 min 51sec


  • 1:30 What is Stake?
  • 2:30 As easy as buying shoes online
  • 5:30 Point of difference
  • 7:10 Execution focused
  • 9:30 Access to more opportunities
  • 11:30 SMSF able to diversify
  • 14:10 Best things are simple
  • 17:00 Top stocks on website
  • 18:00 Capital returns


Improve Your Chances For Success With Life Plans Episode 51 Retire Well Retire Happ

Is your life out of balance?

It is never too late to start a life plan. It can be as simple as taking a pen in hand and record your satisfaction with each area of your life now. Compare your results with a perfect wheel. Now you have a starting point you will see what you need to work on to create more balance in your life.

November 25, 2017
22 min 30sec


  • 1:30 Life & Choices
  • 2:30 wheel of Life
  • 4:32 Trading Plan
  • 5:30 Laws of Life
  • 7:30 New habits
  • 9:30 CEO of you
  • 13:30 Focus equals success
  • 15:00 Different time different answer
  • 19:00 Reventing and learning


Why do more women risk running out of money? Episode 50 Retire Well Retire Happy Podcast

A longer life span means you need more money.

We are all facing longevity risk. And that is why it is imperative that we make a conscious effort to save more money while we are still working. Life expectancy has continued to increase with the females now aged 65 expected to live to 87.1 and a 65-year-old male can expect to live to 84.2 according to the Australian Institute of Health and Welfare.

November 09, 2017
26 min 56sec


  • 3:00 Kate Stalter
  • 4:00 Science of investing
  • 5:32 Beware of the fees
  • 12:05 Implications of longer life span
  • 13:45 Don't be a burden on your children
  • 15:15 Retirement is a womens issue
  • 17:50 Financial wellness for Life
  • 20:00 Modest lifestyle on government pension
  • 25:02 Downsize to free up money
  • 25:50 Contact for Kate Stalter


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