Prime Time with Bec Wilson

Join Jane Monica-Jones, a financial therapist and author, Caroline Romeo, a general counsellor specializing in retirement transitions, and Kat McPhee from Aware Super for a deep dive into navigating life's unexpected changes. They discuss the emotional ties to money, how to identify and address feelings during tough times, and practical steps for financial stability. The trio also emphasizes the importance of seeking help early, leveraging resources, and embracing new identities to build resilience and find purpose in life transitions.

In this episode I chat with Chris Barnes, winemaker & Senior Lecturer of wine technology and viticulture at The University of Melbourne, about some of the basics of what makes a good wine, how to find great value & what Aussie wineries you should put on your bucket list to visit.    Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net  Sign up for the Prime Time Podcast Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week.   Order your copy of Prime Time: 27 rules for the new midlife here: https://amzn.to/3G0yxfh Or follow Bec on social here:  @becwilsonepic on Facebook @epicretirement on Instagram  Read Bec’s syndicated newspaper column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here: https://www.smh.com.au/by/bec-wilson-p536ww NEARING RETIREMENT?  Join The Epic Retirement Club – on Facebook. facebook.com/groups/epicretire  Sign up for the Epic Retirement weekly newsletter at epicretirement.net  Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. https://amzn.to/3G0yxfh Visit Bec’s website at epicretirement.com.au to learn more about her work See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

This podcast dives into essential tax-time tips, especially focusing on superannuation. Discover how topping up concessional contributions before June 30 can lead to significant tax savings. Learn about carrying forward unused caps and the benefits of salary sacrifice for quicker super growth. The discussion also covers balancing super between partners and the importance of keeping binding beneficiary nominations current. Finally, a handy checklist is provided to ensure you're adequately prepared for the end of the financial year.

Today's guest, Mike Chesworth spent 37 years in Financial Services, all that time in the Westpac Group and is now happily retired. Mike’s one of those people that has had a retirement full of curiosity and excitement - I sit down with him today to ask about where he gets that and what his advice is to others who might not be as sure or bold as him.   Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net  Sign up for the Prime Time Podcast Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week.   Order your copy of Prime Time: 27 rules for the new midlife here: https://amzn.to/3G0yxfh Or follow Bec on social here:  @becwilsonepic on Facebook @epicretirement on Instagram  Read Bec’s syndicated newspaper column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here: https://www.smh.com.au/by/bec-wilson-p536ww   NEARING RETIREMENT?  Join The Epic Retirement Club – on Facebook. facebook.com/groups/epicretire  Sign up for the Epic Retirement weekly newsletter at epicretirement.net  Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. https://amzn.to/3G0yxfh Visit Bec’s website at epicretirement.com.au to learn more about her work See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

This episode's guest, Jean Kittson AM, has spent the last decade caring for her parents, Elaine and Roy. Drawing from this experience, she authored the best-selling book "We Need to Talk About Mum & Dad – a practical guide to parenting aging parents".  She joins me today to discuss being part of the sandwich generation and to raise awareness about improving access to palliative care. Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net  Sign up for the Prime Time Podcast Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week.   Order your copy of Prime Time: 27 rules for the new midlife here: https://amzn.to/3G0yxfh Or follow Bec on social here:  @becwilsonepic on Facebook @epicretirement on Instagram  Read Bec’s syndicated newspaper column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here: https://www.smh.com.au/by/bec-wilson-p536ww   NEARING RETIREMENT?  Join The Epic Retirement Club – on Facebook. facebook.com/groups/epicretire  Sign up for the Epic Retirement weekly newsletter at epicretirement.net  Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. https://amzn.to/3G0yxfh Visit Bec’s website at epicretirement.com.au to learn more about her work See omnystudio.com/listener for privacy information.  See omnystudio.com/listener for privacy information.

Today, we’re talking about the new rhythm your life finds when you enter retirement and how to start reconciling with this newfound freedom. Joining me to unpack it all is Jon Glass, a retirement coach at 64PLUS and a specialist in the emotional aspects of retirement. He, along with AWARE Super's, Kat McPhee join me to talk through finding your new rhythm.   This episode is sponsored by AWARE Super Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net  Sign up for the Prime Time Podcast Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week.   Order your copy of Prime Time: 27 rules for the new midlife here: https://amzn.to/3G0yxfh Or follow Bec on social here:  @becwilsonepic on Facebook @epicretirement on Instagram  Read Bec’s syndicated newspaper column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here: https://www.smh.com.au/by/bec-wilson-p536ww   NEARING RETIREMENT?  Join The Epic Retirement Club – on Facebook. facebook.com/groups/epicretire  Sign up for the Epic Retirement weekly newsletter at epicretirement.net  Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. https://amzn.to/3G0yxfh Visit Bec’s website at epicretirement.com.au to learn more about her work See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Today, we're tackling a hot topic: the critical issue of superannuation advice.  This is an issue that affects every Australian, and it's one that's sparking debate across the financial landscape. We’ll unpack who should provide advice, what that advice should look like, and who ultimately pays for it.  To help me, with the expertise on Australian super is Mary Delahunty. She’s the CEO of the Association of Superannuation Funds Australia   Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net  Sign up for the Prime Time Podcast Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week.   Order your copy of Prime Time: 27 rules for the new midlife here: https://amzn.to/3G0yxfh Or follow Bec on social here:  @becwilsonepic on Facebook @epicretirement on Instagram  Read Bec’s syndicated newspaper column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here: https://www.smh.com.au/by/bec-wilson-p536ww   NEARING RETIREMENT?  Join The Epic Retirement Club – on Facebook. facebook.com/groups/epicretire  Sign up for the Epic Retirement weekly newsletter at epicretirement.net  Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. https://amzn.to/3G0yxfh Visit Bec’s website at epicretirement.com.au to learn more about her work See omnystudio.com/listener for privacy information.  See omnystudio.com/listener for privacy information.

It seems like every week there's a new scam doing the rounds—and unfortunately, older Australians are often in the firing line. In this episode, I chat to veteran investigations expert Ken Gamble, who’s spent decades tracking down fraudsters and helping victims recover. He shares the red flags to watch out for, how to protect yourself from these ever-evolving scams, and what to do if you—or someone you know—gets caught out.   Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net  Sign up for the Prime Time Podcast Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week.   Order your copy of Prime Time: 27 rules for the new midlife here: https://amzn.to/3G0yxfh Or follow Bec on social here:  @becwilsonepic on Facebook @epicretirement on Instagram  Read Bec’s syndicated newspaper column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here: https://www.smh.com.au/by/bec-wilson-p536ww   NEARING RETIREMENT?  Join The Epic Retirement Club – on Facebook. facebook.com/groups/epicretire  Sign up for the Epic Retirement weekly newsletter at epicretirement.net  Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. https://amzn.to/3G0yxfh Visit Bec’s website at epicretirement.com.au to learn more about her work See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Dive into the fascinating world of retirement planning! Explore how to stop working while still earning with insights on layering income sources. Learn about the age pension and superannuation as foundational income layers. Discover why many retirees opt for part-time work and how to leverage investments outside of super for extra cash flow. Gain clarity on passive versus active income and the importance of timing retirement. Plus, discover strategies for navigating super access and ensuring a secure financial future.

With the election upon us, we thought it time to check back in with our trusted guide to the economic stories behind the politics. Shane Wright, senior economics correspondent at The Age and The Sydney Morning Herald. Together, we go through the last minute details to consider before you cast your vote tomorrow.   Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net  Sign up for the Prime Time Podcast Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week.   Order your copy of Prime Time: 27 rules for the new midlife here: https://amzn.to/3G0yxfh Or follow Bec on social here:  @becwilsonepic on Facebook @epicretirement on Instagram  Read Bec’s syndicated newspaper column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here: https://www.smh.com.au/by/bec-wilson-p536ww   NEARING RETIREMENT?  Join The Epic Retirement Club – on Facebook. facebook.com/groups/epicretire  Sign up for the Epic Retirement weekly newsletter at epicretirement.net  Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. https://amzn.to/3G0yxfh Visit Bec’s website at epicretirement.com.au to learn more about her work See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.