From Research to Practice Series 1 - Retirement Planning

In our finale of series one, get ready to dive into the insights of Professor Joanne Earl, who has spent over 15 years unraveling the psychology of late career and retirement. Discover the surprising truths that her research has unearthed about this pivotal life transition.

In this episode Professor Joanne Earl interviews Dr Valerie Caines about her research exploring mature workers becoming entrepreneurs later in life; their motivations, challenges and unique path to retirement.

The retirement research is clear - financial planning is one of the most important aspects of retirement planning. But, many people are anxious about seeing a financial planner. In this episode we interview Mr Mark Bastiaans CFP about the how, when and why of working with a financial planner. Mark shares tips for taking a holistic and individual approach to preparing your financial plan.

Retirement is a major life transition that can bring a mix of excitement and uncertainty. While some individuals enter retirement feeling financially secure and confident, others face challenges that can erode their sense of stability. Professor Arvid Hoffmann a professor of marketing from the Adelaide Business School sheds light on how self-efficacy, individual differences, and financial vulnerability and fragility shape retirees' financial security.

"We found that only 27% of the family firms surveyed had a documented retirement plan", "Having a plan in your head is not enough" - Associate Professor Chris Graves

Get ready for a fascinating episode as we dive into a thought-provoking discussion with Associate Professor Chris Graves, the Head of Entrepreneurship, Innovation, and Family Enterprise at the Adelaide Business School. Together, we unravel the complex challenges that surround retirement and business succession planning within the realm of family businesses.

Prepare to be enlightened as Chris shares his research insights on the strategic intricacies of exit planning. We explore vital considerations for family business incumbents and their trusted advisors, including the power of diversification, the dynamic opportunity of embracing external Investors, the art of nurturing family relationships, and the often overlooked significance of digital assets in estate planning.

Be part of the conversation that drives forward-thinking research and paves the way for family business owners to transition and exit with confidence and to preserve and grow their economic and non-economic well-being.

"Retirement is the not the end, it is the beginning of something new"

Join esteemed academics Dr. Val Caines (University of Adelaide) and Professor Jo Earl (Macquarie University) as they engage in conversation with retirement researcher, Dr. Anna Mooney (Macquarie University). In this thought-provoking episode, explore the design and outcome of groundbreaking research interventions that have empowered older workers and transformed retirement planning. Discover the profound impact of the highly successful national project, featuring specifically designed training modules that address the comprehensive needs of older workers. Delving into crucial aspects such as career, health, and finance, these modules reshape older workers' perspectives on retirement, influencing their decisions on when and how to transition from the workforce. This conversation promises to expand your understanding of evidence-based retirement planning approaches.

Want to know more or get access to the modules for yourself or your employees? Email - thinkahead@mq.edu.au