The Retirement Gym
This podcast aims to help you make good decisions whilst your planning for retirement and explores how you can spend your time and money when you're in retirement. Your host is Roy Thompson, Partner and Head of Financial Services at Carpenter Box Financial Advisers. Each episode he is joined by a guest who is an expert in their field and they will cover a range of retirement topics from budgeting to wills. If you have any questions or suggestions get in touch at info@carpenterboxfa.com.
Episodes
12 episodes
Cash savings and retirement | The Retirement Gym
How does cash implement people's retirement plans? In today's episode, Roy Thompson speaks with Nick Lacey, Head of Sales at Insignis Cash Solutions on how cash savings can affect your plans for retirement in later life, challenger banks, and c...
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Season 1
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Episode 12
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27:13
Common mistakes people make with Pensions | The Retirement Gym
In today’s episode,Roy speaks with Gill Lynes, Senior Financial Planning Manager at Carpenter Box FA on common situations and mistakes they see with pension planning; the potential implications mistakes can have on your financial future; the co...
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Season 1
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Episode 11
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20:28
What is equity release? | The Retirement Gym
Often, people aged over 55 decide to release equity from their property as a long-term loan that’s eventually re-paid using your home. Roy Thompson speaks with John Whyte an Equity Release Specialist at Equity Release Sussex on what equity rele...
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Season 1
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Episode 10
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26:36
Can women be adversely affected in retirement?
In this episode Roy Thompson talks with Gill Lynes, Senior Financial Planning Manager at MHA Carpenter Box Financial Advisers. They discuss the various factors that result in many women under-saving for their pension and what acti...
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Season 1
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Episode 9
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18:17
Understanding your pension
Often, young people are synonymous with not starting to save early enough for retirement or lacking an understanding in their pension. In this episode Roy is joined by 24 year old Jack Watkinson who has recently graduated from University and is...
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Season 1
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Episode 8
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26:20
What is sustainable investing?
Roy Thompson speaks with Phoebe Stone, Head of Sustainable Investing at LGT Vestra. Sustainable (or ethical) investing has become increasingly popular, especially in recent times, as people look to leave the world in a better plac...
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Season 1
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Episode 7
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25:13
Importance of investment risk on your retirement fund
In this episode Roy is joined by David Cooke, Investment Manager and Partner at Saltus Investment Management. They discuss the importance of investment risk and the returns you can achieve on your retirement funds.Topics include:
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Season 1
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Episode 6
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26:03
Emotional consequences of retirement
In this episode, Roy speaks with Caroline Clarke, a Psychotherapist based in Brighton who helps people navigate major life changes such as retirement.They discuss how you can prepare for a positive and successful retirement from ...
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Season 1
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Episode 5
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24:09
Coping with Covid part 2: Individuals
In part 2 of this special podcast series, Roy is joined by Kelvin Riches, a Chartered Financial Planner at MHA Carpenter Box Wealth Management. Kelvin has done a lot of work over the last few weeks working with individuals concern...
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Season 1
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Episode 4
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23:14
Coping with Covid part 1: Businesses
In part 1 of this special 2 part podcast series, Roy is joined by Dan Hobbs, a Tax Partner at MHA Carpenter Box. In the last few weeks Dan has focussed on keeping up to date with the Government updates and support available for bu...
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Season 1
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Episode 3
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20:57