Super Insider Building your epic retirement, with Bec Wilson
What does an epic retirement really look like? And how do you build one that feels confident, flexible and truly yours?
In this Epic Retirement Month special, we sit down with Bec Wilson, founder of Epic Retirement, to unpack the real truth about Australia’s retirement phase, what most people get wrong, and how small choices today can set you up for the “you of tomorrow.”
Bec also reveals how the Epic Tick was created, what it means for Australians, and why the retirement phase should be held to a much higher standard.
Whether you're five years from retiring or simply starting to imagine what life after full-time work could look like, this episode will help you dream bigger and plan smarter.
Tune in to learn:
00:57 - Why Australia’s retirement phase is still “patchy”
12:22 - The difference between accumulation vs retirement phase super
13:55 - What the Epic Retirement Tick measures and why it matters for members
16:21 - How ART performed across the 18 Epic Tick criteria
24:00 - Shaping retirement goals beyond “what’s in my balance?”
25:18 - Smart strategies like transition to retirement, income streams and tax-free approaches
26:41 - The simple mindset flip that helps people build the dream retirement
29:15 - Next steps: advice, support and practical tools you can use today
Ready to shape your own epic retirement?
👉 Explore tools and resources at https://www.epicretirement.net/. And discover more Epic Retirement Month resources at https://www.australianretirementtrust.com.au/.
🎧 Subscribe now and share the episode to start your journey towards a confident retirement.
Product issued by Australian Retirement Trust Pty Ltd. Consider the PDS and TMD before deciding at art.com.au/pds.
SUBSCRIBE FOR MORE VIDEOS
Apple Podcasts - https://podcasts.apple.com/au/podcast/super-insider/id1419853388
Spotify - https://open.spotify.com/show/1aXYHWZUkfaboTw5hJUnxO
🌟 LIKED THE EPISODE? HELP US SPREAD THE WORD
👍 Click the thumbs up and give your feedback by leaving a comment.
🔔 Subscribe and hit the notification bell to get the latest episodes.
💝 Share this episode with a friend who needs to hear it.
CREDITS
Anne Fuchs – Host & Executive General Manager of Advocacy and Impact, ART
Bec Wilson – Founder and Principal, The Epic Retirement Institute
The opinions and comments shared by people in this podcast are theirs alone, and they’re not necessarily shared by the Trustee. It uses information that’s accurate at the time of publishing.
This is general information only. It’s not based on your personal objectives, financial situation or needs. So, think about those things and read the relevant Product Disclosure Statement and Target Market Determination at art.com.au/pds before you make any decision about our products. And if you’re still not sure, talk with a financial adviser.
We issue this information and all Australian Retirement Trust products. When we say ‘we’, ‘us’, or ‘the Trustee’, we mean Australian Retirement Trust Pty Ltd (ABN 88 010 720 840, AFSL 228975), trustee of Australian Retirement Trust (ABN 60 905 115 063).
Any advice given is by representatives of ART Financial Advice Pty Ltd (ABN 50 087 154 818, AFSL 227867), wholly owned by the Trustee. As representatives, they may recommend ART products from time to time. So read the relevant Financial Service Guide at art.com.au/fsg to tell you about that advice and how they’re paid.
Any information given by the guest speakers is provided as general information only and not financial advice.