In this episode of Retire Well, Jim Smith and Martin Fox are joined by Anna Bodman, director and co-founder of Arcwell Legal, a specialist family-law practice in Christchurch, to explore relationship property law and the important role legal planning can play in protecting your wealth, relationships and future.

Coming up in this episode, they discuss:

• What relationship property law means and some of the common misunderstandings.
• The conversations couples should have before combining homes, finances or investments.
• The role of family trusts and why they may not always provide the protection people expect.
• What can happen to KiwiSaver, investments, businesses and other major assets when a relationship ends.
• How lawyers and financial advisers can work together to help protect wealth during difficult life changes.

Based in Christchurch, Jim and Martin offer independent advice on healthy living, financial wellbeing, and retirement planning. For more information, visit The Retirement Guys website or request to download their free eBook, Retire Well, using the links below.👇

🌐 Website: https://retirementguys.co.nz

📔 Retire Well Book: https://mailchi.mp/retirementguys/book-retire-well

A big thank you to Anna Bodman for joining us on this episode! If you'd like to learn more about Anna and her work, you can find her using the links below.👇

🌐 Website: https://www.arcwellpartners.co.nz

📞 Phone: +64 27 200 8280

📧 Email: anna@arcwellpartners.co.nz

In this episode of Retire Well, Jim Smith and Martin Fox are joined by insurance consultant Andrew Pender to explore the important role of insurance and retirement planning in protecting your financial future.

Coming up in this episode, they discuss:

• The different types of personal insurance, including life, trauma, disability, and income protection cover
• How insurance needs change through your 40s, 50s, and into retirement
• Whether there is a simple way to calculate how much life insurance you actually need
• Why your ability to earn an income may be one of your most valuable financial assets
• When it may be appropriate to reduce insurance cover or begin self-insuring
• Why regular insurance reviews are an essential part of long-term retirement planning

Based in Christchurch, Jim and Martin offer independent advice on healthy living, financial wellbeing, and retirement planning. For more information, visit The Retirement Guys website or request to download their free eBook, Retire Well, using the links below. 👇

🔗 Website: https://retirementguys.co.nz

🔗 Retire Well Book: https://mailchi.mp/retirementguys/book-retire-well