Best How To Retire At 60 Podcasts (2025)

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#63 How to Declutter Your Mind: 5 Techniques You’ve NEVER Heard Of 8:54

3d ago8:54

8:54

In this episode, JM and Valerie reveal five fresh, brain-based strategies to declutter your mind and regain control in a distraction-filled world. From the Brain Dump Method to the Two-Minute Reset and the Thought Jar, these practical tools help you feel lighter, think clearer, and get more done—without the overwhelm. Perfect for anyone feeling men…

1
323 how the $3m super tax works and when it may impact you 56:01

5d ago56:01

56:01

Glen & Martin unpack how the proposed $3 million super tax (Division 296) actually works. They cover who’s likely to be affected, how the tax is calculated (including the controversial unrealised gains), and what options you might consider if you’re close to the threshold. Covered in the episode: 👉🏼 who the $3m tax applies to (and who it doesn’t) 👉…

1
A Very Special Birthday and an investment choice forever 54:09

5d ago54:09

54:09

In this special episode, Paul Merriman reflects on six decades of financial evolution, sparked by his son's 60th birthday. He draws fascinating comparisons between life and investing in 1965 and today, offering invaluable insights for every investor. What You'll Learn: A Look Back at 1965: Paul revisits societal norms, income levels, and the invest…

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Helen Dennis: Nationally Recognized Leader on Issues of Aging and the New Retirement 45:48

7d ago45:48

45:48

Helen Dennis is a nationally recognized leader on issues of aging and the new retirement. She has received numerous awards for her university teaching at USC’s Davis School of Gerontology and for her contributions to the field of aging, the community and literary arts. As one of the nation’s leading experts on preparing for the non-economic aspects…

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Ep 238 Serve. Lead. Leave a Legacy That Outlives You 35:42

7d ago35:42

35:42

This week’s episode features an inspiring and vulnerable conversation with Chris Bjorling—business leader, Scout volunteer, church community member, and, above all, a legacy-builder in every part of his life. Whether you missed our full conversation or want to soak up the key insights, here are three powerful discussion points and one big takeaway …

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#62 The Psychology of Decluttering: How to Get Motivated 7:23

10d ago7:23

7:23

In this episode, JM and Valerie explore why decluttering feels so hard and how emotional attachments, decision fatigue, and overwhelm can keep us stuck. Learn simple, science-backed strategies to get motivated, from 15-minute decluttering sessions to the Four-Box Method. With a focus on mindset, progress, and mental clarity, this episode is your st…

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322 understanding WRAP accounts for wealth accumulation & retirement 1:02:58

12d ago1:02:58

1:02:58

In this episode, Glen and Vince Scully break down WRAP accounts and how they can be used for wealth accumulation and retirement planning. They discuss their benefits, tax advantages and features, and how they provide greater control and flexibility compared to traditional superannuation funds. They also clear up common misconceptions and explain wh…

1
$100 a month to $37 million, Bear markets, Bogleheads and a free education 48:44

12d ago48:44

48:44

Today I’ve got a lot to share: my recent trip to Western, new educational tables from Daryl Bahls, a must-read article by Ben Carlson, a fantastic free resource called Rebel Finance, and some takeaways from the latest Bogleheads meeting. Last week, I spent two full days at Western, meeting with students, faculty, and staff. I gave presentations to …

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Age 60 is a New Beginning, not an Ending | Allison McCune Davis 31:22

12d ago31:22

31:22

Author Allison McCune Davis shares her insights on why turning 60 can be a powerful new beginning. Does turning 60 mean that your best days are behind you? Author Allison McCune Davis had her freak-out moment at 60, but what she found on the other side was a sense of purpose and direction that allowed her to seize this stage of life as an opportuni…

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Ep 237 O.C. Tanner Proves the ROI of Employee Fulfillment and Culture 33:18

14d ago33:18

33:18

Denis Beausejour joins Bernie Borges to discuss insights from O.C. Tanner’s research on how employee fulfillment directly impacts workplace culture, retention, and performance. Denis is Managing Director at the 98 year old company with a stellar reputation for employee recognition and engagement solutions. Dennis shares insights from O.C. Tanner’s …

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#61 How Your Messy Room Is Ruining Your Mental Health 7:41

17d ago7:41

7:41

In this episode, JM and Valerie reveal how a cluttered environment affects your mental health, from elevated stress levels to poor sleep and reduced focus. Backed by research, they explain why your room may be draining your energy—and how small, consistent changes can help you reclaim peace and productivity. Learn how to use your space as a tool fo…

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How Not To Invest - Avoiding Big Money Mistakes with Barry Ritholtz 1:12:52

18d ago1:12:52

1:12:52

In this episode of Boldin Your Money, Steve Chen talks with Barry Ritholtz about his journey from law to leading a $6B wealth management firm. They discuss Barry’s book How Not to Invest, focusing on avoiding common mistakes, tuning out media noise, and the value of humility and process in investing. The conversation covers tech's role in finance, …

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321 selling your investment property? how to slash your tax bill using super 38:51

19d ago38:51

38:51

Got a rental property you’re thinking of selling before retirement? In this episode, Glen and Martin break down how to use your super to reduce your capital gains tax. They touch on: 👉 how capital gains tax works when selling an investment property 👉🏼 using concessional contributions to reduce your tax bill 👉🏽 what carry-forward rules let you do (a…

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Vanguard vs. Mutual Shares, Who is the Long Term Champ 32:28

19d ago32:28

32:28

In this episode, Paul Merriman details his upcoming presentations at Western Washington University, where he will be connecting with students, professors, and staff about the critical importance of personal finance education. Paul also gives practical investing advice, including a hands-on guide to using Morningstar’s chart and comparison tools to …

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Are You Headed for Retirement Heaven or Hell? 33:45

19d ago33:45

33:45

Retirement author Mike Drak shares his story of emerging from the hardships of retirement to finding his own satisfaction. You’ve had that retirement dream for years. The fishing trips, the annual cruise, the regular nights with the grandchildren…whatever it is, that prize at the end of your career feels more within your grasp with each passing day…

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We Say Time Flies: What if There Are Ways to Slow it Down?! 13:08

21d ago13:08

13:08

It’s the end of May, can you believe it? How many of you have said that to someone recently?! I can’t tell you how many times I’ve heard, “How is it Memorial Day weekend already? Summer? What?!” “Life goes faster the older you get,” I also hear all the time. Or, “Life is like a roll of toilet paper…the closer you get to the end, the faster it goes!…

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Ep 236 9 Midlife Lessons You’ll Wish You Knew Sooner 1:13:06

21d ago1:13:06

1:13:06

In a first of its kind on the Midlife Fulfilled podcast, Bernie is joined by nine (9) guests for a panel-style episode. The result was a 75-minute conversation that captured decades of wisdom, insights, and inspiration. Bernie Sets the Stage for the Panel: Each guest shares insights based on a question they selected from a pre-shared list. Transfor…

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#60 Break Free From Clutter and Trauma in 2025 5:52

24d ago5:52

5:52

In this episode, JM and Valerie introduce the DO Well Method—a four-step approach to help you declutter more than just your home. Discover how to clear emotional stress, shift limiting mindsets, manage your time intentionally, and organize your space with ease. Backed by research and personal stories, this episode is your guide to creating a calmer…

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Flipping the Script 53:01

24d ago53:01

53:01

In this episode of Boldin Your Money, Steve Chen sits down with Geoff Schmidt, the creator behind the wildly popular YouTube channel Holy Schmidt. Geoff shares his inspiring journey from Wall Street to YouTube, sparked by a mission to help his father and ultimately millions better understand retirement planning. With over 350 videos and 335K+ subsc…

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320 retirement sweet spot: upgrade home, draw down super & boost Centrelink pension (real case study) 38:02

26d ago38:02

38:02

In this episode, Glen and Martin walk through a real case study where a couple in their early 70s boost their Centrelink age pension by upgrading their home and drawing down super. They break down how the rules work and how strategic planning can improve cash flow without reducing lifestyle. To see the visuals head to our YouTube channel! Glen & Ma…

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Which 60/40 Portfolio is Best? 36:45

26d ago36:45

36:45

Prior to discussing his topic of the day, Paul shares his thoughts on a recent podcast featuring Truth Tellers Tom Cock and Don McDonald, joined by Weston Wellington from Dimensional Fund Advisors. Weston weighs in on some of the most critical issues facing investors right now. Here are the topics on the podcast with Tom Cock and Don McDonald- 0:53…

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Ep 235 Heather Johll's Transformational Healing Beyond Weight Loss 32:44

28d ago32:44

32:44

Bernie welcomes Heather Johll for an open and deeply vulnerable conversation about healing and transformation in midlife. Heather, currently Vice President at Ascension Health with over twenty years of leadership experience, shares her remarkable journey of reinvention—from reaching a weight of 385 pounds and struggling with serious health issues, …

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#59 Transform Your Retirement in 2025: Clutter-Free Edition! 7:25

1M ago7:25

7:25

In this episode, JM and Valerie guide you through practical, mindset-shifting strategies to declutter as you approach retirement. From starting small to handling sentimental items, you'll learn how to clear physical and mental space, keep what truly matters, and enjoy a more peaceful, organized home. Perfect for anyone ready to embrace this next ch…

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319 resigning at 60 to access super early + nerd out on super components (preservation, taxable, non-taxable, ESPs) 40:38

1M ago40:38

40:38

In today's episode Glen and Martin answer a listener question about quitting a casual job at age 60 and what that means for accessing super. Plus, they dive deep into the behind-the-scenes super components that can affect tax, estate planning and insurance. They touch on: 👉🏻 when quitting a job at 60 lets you access super 👉 the difference between p…

1
Mastering Patience: Insights for Long-Term Success in DIY Investing 1:04:13

1M ago1:04:13

1:04:13

Being a do-it-yourself investor can be both rewarding and challenging. In this episode, we explore the essential mindset and strategies needed to succeed in the long term. Drawing from academic research, historical data, and decades of experience, this episode covers: Why short-term returns are often just noise and how to focus on the bigger pictur…

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Avoiding 3 High-Achieving Career Retirement Mistakes 30:59

1M ago30:59

30:59

Exploring how to transition from an achievement-based career to a fulfilling retirement lifestyle with author Elizabeth Zelinka Parsons. I’ve worked with people from all walks of life, and I can confidently say that every retirement has its own unique challenges. My guest on this week’s episode of Retirement Revealed, Elizabeth Zelinka Parsons, wro…

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Mar Rosati: Reset, Redefined, Reinvented and Relocated Her Life to Align with Her Values and Purpose 51:29

1M ago51:29

51:29

Mar Rosati completely changed her life in her late 40's. She is capital I- Inspiring! Only she can tell her story, which is a must listen, so just press play! Mar is now the co-founder and executive director of the nonprofit organization Proyecto Florecer in Medellin, Colombia, which focuses on vocational and personal growth education in poor neigh…

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Ep 234 How Men Over 40 Can Get Fit and Stay Strong with Funk Roberts 45:11

1M ago45:11

45:11

In this inspiring conversation, host Bernie Borges sits down with fitness expert Funk Roberts, a bona fide authority on helping men over 40 reclaim their health, fitness, and vitality. As a former pro athlete, best-selling author, and the creator of the renowned 40 Alpha program providing community for more than 10,000 men, Funk brings a no-nonsens…

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#57 Stress-Free Kitchen Reset: 5 Must-Know Organization Tips! 5:12

1M ago5:12

5:12

In this episode, JM and Valerie walk you through a stress-free kitchen organization plan you can use year-round. Learn how to declutter effectively, arrange your kitchen into functional zones, stock up on everyday essentials, and create guest-friendly setups. Whether you're cooking a big meal or just trying to simplify your daily routine, these eas…

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Millionaire Milestones: Building Wealth on Your Terms with Sam Dogen 52:39

1M ago52:39

52:39

In this episode of Boldin Your Money, host Steve Chen welcomes back Sam Dogen, the Financial Samurai, to discuss his journey from Wall Street to financial independence, and his latest book, Millionaire Milestones. Sam shares hard-earned insights from his early career in finance, the emotional and financial toll of market downturns, and how he trans…

1
318 rethinking retirement: structure, purpose and smart money moves 35:39

1M ago35:39

35:39

Retirement isn't a full stop anymore, it's a new rhythm. In this episode, Glen sits down with Kat McPhee from Aware Super to unpack how Aussies are redefining retirement, why so many feel anxious about money, and how to plan for a future that's flexible, confident and uniquely yours. They discuss: 👉🏾 why retirement anxiety is on the rise 👉🏿 finding…

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Market Timing vs. Buy & Hold: Why market timing fails the test for most investors 38:17

1M ago38:17

38:17

"Buy and hold investors don’t just win on average returns— they win by avoiding the behavioral landmines that sabotage long-term success.” Paul Merriman In this podcast Paul addresses one of the most important investment decisions a do it yourself investor will make. Paul opens the discussion with comments from a Forbes article from 2008 that discu…

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How to Retire On Time with Mike Decker 31:19

1M ago31:19

31:19

Identify the uniqueness of your retirement situation and the variety of ways to build your retirement in a timely manner. Maybe you’re the kind of person who is always on time for everything, or maybe you fall in the “go with the flow” category. Regardless, no one wants to wake up one day ready to retire but unable to because the retirement plan wa…

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Ep 233 How Gen Xers Are Finding Fulfillment in Their Next Chapter 37:25

1M ago37:25

37:25

In this special episode, host Bernie Borges welcomes Nicole Gray and Ann Marie Henke, co-hosts of the What's Next Gen X podcast, for a dynamic conversation about embracing "what's next" and reinventing your career during midlife. Bernie, Nicole, and Ann Marie discuss the unique challenges Gen Xers face—from unexpected layoffs to navigating the fear…

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#56 Declutter Your Life, Reclaim Your Peace 4:36

1M ago4:36

4:36

In this episode, Valerie and JM share their personal journey from chaos to clarity, revealing how clutter is often tied to deeper emotional struggles. Learn how the DO Well Method combines practical steps with compassionate support to help you declutter your home and your life. If you're ready for real change, this is where it begins. IN THIS EPISO…

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Five Years Later: White Coat Wisdom with Dr. Jim Dahle 44:56

2M ago44:56

44:56

In this episode, host Steve Chen reconnects with Dr. Jim Dahle, founder of The White Coat Investor, to reflect on life, money, and purpose five years after their first conversation. Jim shares the impact of a serious 2024 climbing accident, how it shaped his perspective on aging, balance, and living with intention. They dive into investing philosop…

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317 is there a death tax, recontribution strategy pitfalls & downsizer contributions 48:32

2M ago48:32

48:32

In today’s episode, Glen and financial adviser Martin McGrath tackle your retirement questions, including: 👉🏼 is there a death tax in Australia? 👉🏽 how can I use recontribution strategies to minimise tax? 👉🏾 help! my downsizer contribution wasn't approved! If you’d like to chat with someone about your personal situation, reach out to our team so we…

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11 Ways to Grow Your Wealth in 2025 23:28

2M ago23:28

23:28

Jeremy Keil explores Kiplinger magazine’s article “11 Ways to Grow Your Wealth” and how to apply these strategies to retirement planning. Whether you’re planning your retirement, already enjoying it, or helping your children get there, wealth-building principles don’t stop applying once you retire. In fact, they generally transform from growth prin…

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Financial Literacy and Mastering the Million Dollar Decisions 30:57

2M ago30:57

30:57

Watch Video here April is Financial Literacy Month, and to help us celebrate we brought in a returning guest, Paul Merriman. Paul has been on the show before to discuss investment portfolios, but today he talks with us about some extraordinary strides he's making as a financial literacy advocate through his nonprofit, The Merriman Financial Educati…

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Why taking a holiday is good for your superannuation and retirement 17:27

2M ago17:27

17:27

What do one of Australia’s top tourism brands and a $300 billion super fund have in common? More than you might think! We’re on location at Discovery Parks Byron Bay to explore a surprising way Aussies are growing their super – just by booking a holiday. Host Anne Fuchs sits down with Grant Wilckens (G’Day Group CEO) and Michael Weaver (ART Head of…

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A Comment on a Comment from a Listener, & an Attempt at Humor 16:37

2M ago16:37

16:37

Welcome to a unique episode of Loving Later Life! While I was thinking about what to do for this episode, I wanted to do something with humor for some levity, which I attempt to do! But first, I decided to share a comment with you that I received from a listener, which ironically caused second thoughts about striving for a more humorous episode. It…

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Ep 232 Letting Go and Forgiving During a Midlife Crisis 34:41

2M ago34:41

34:41

Bernie sits down with Dr. Mary Key, an internationally recognized consultant, author, and leadership expert. While Mary’s professional accomplishments are impressive, it’s her personal journey through two life-altering open-heart surgeries that is featured in this conversation. Mary shares the powerful lessons she learned from her harrowing experie…

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#55 Expecting Guest 7:18

2M ago7:18

7:18

In this episode, Valerie and JM reveal 7 practical, heartwarming steps to create a cozy, welcoming home—without needing perfection. Learn how to host with confidence, comfort, and care. Through personal stories and practical tips, you’ll discover how to transform your home into a warm, inviting haven—one thoughtful step at a time. IN THIS EPISODE Y…

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How to Retire Intentionally: Leave Fear Behind | Zac Larson 31:47

2M ago31:47

31:47

Learn how to build a retirement marked by intentional effort instead of fear with author Zac Larson. You know the phrase “life comes at you fast”? All too often retirees find out that this phrase applies all too well to the retirement lifestyle. My guest on this week’s “Retirement Revealed”, author Zac Larson explains the thought process behind his…

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316 income streams & annuities in retirement 41:29

2M ago41:29

41:29

In today’s episode Glen James and financial adviser Martin McGrath discuss key points from a Grattan Institute report which details a simpler super system that would allow retirees to stress less, spend more, and enjoy their retirement years. Glen and Martin also explain what annuities are and how they can be used in your retirement strategy. For m…

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WSCPA- The ultimate buy and hold portfolio 59:38

2M ago59:38

59:38

Watch video here This updated discussion of the Ultimate Buy and Hold Portfolio highlights the advantages of equity asset allocation and worldwide diversification. The presentation was presented to members of the Washington State Society of CPAs. At the end of the presentation Paul adds his list of 15 million dollar decisions that all investors wil…

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Ep 231 What You Can Do When Success Feels Out of Reach 13:53

2M ago13:53

13:53

In this 'On My Mind' episode, Bernie opens asking, "What if the career or life path you're on isn't wrong, but just misaligned?" Bernie walks through his Fulfillment Centric Leadership™ framework and walks through a practical exercise—evaluating your sense of fulfillment across five life pillars: health, fitness, career, relationships, and legacy. …

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#54 Unlocking the Secrets of the Amygdala: Overcoming Fear, Trauma, and Clutter 3:16

2M ago3:16

3:16

In this episode, join JM and Valerie as they dive deep into the neuroscience of fear and emotional regulation. Explore the amygdala's critical role in processing emotions, its connection to anxiety and PTSD, and strategies for managing the impacts of trauma and clutter on mental health. IN THIS EPISODE YOU’LL LEARN: Learn about the amygdala's role …

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Making Sense of Social Security 1:04:48

2M ago1:04:48

1:04:48

In this episode of Boldin Your Money, host Steve Chen sits down with financial advisor and YouTube creator Devin Carroll, the mind behind Social Security Intelligence and the book Social Security Basics. Devin shares his journey from tire salesman to financial planner, and how a curiosity about Social Security turned into a mission—and a media plat…

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