In this episode, James O’Reilly sits with Challenger’s Chief Executive, Mandy Manniz, to discuss the findings of Australia’s biggest study on happiness for people aged over 60. They talk about the surprising findings and how you can get more certainty to achieve a better - and happier - retirement.

This is a must-listen for any pre-retiree or retiree wanting to get the most from the money and their lives.

Chapters (approximate)

(00:00 ) Introduction

(5:16 ) Happiness Index Overview

(10:50 ) Super Balances

(14:49 ) Financial Education

(19:56 ) Mandy's Customer Overpaid?

(23:23 ) Die With Zero

(27:42 ) Mental Health, Having Purpose & Social Connections

(31:38 ) The Importance of Physical Health

(34:50 ) Anxiety About Retirement Savings

(36:44 ) Mindset that Improve

Topics covered today:

– Why Challenger commissioned this study

– How happy are Aussies over Age 60?

– What are the major drivers of happiness for pre-retirees and retirees (hint: it’s not money!)?

– Why are women often left behind in this area – and what can they do about it?

– Why financial confidence is so tightly linked to overall happiness in retirement

Resources for this episode

– Challenger’s Happiness Index

– Ask a question (select the Retirement podcast)

Rask Resources

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan

Invest with us: https://bit.ly/R-invest

Access Show Notes: https://bit.ly/R-notes

Ask a question: https://bit.ly/R-quest

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

#retirement #australia

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