The Retirement Café Podcast
Episodes
195: Carl Richards on Money, Meaning, and the Art of Actively Doing Nothing
11 Nov 2025
Contributed by Lukas
I was excited to chat once again with Behavior Gap author and financial storyteller Carl Richards about the ideas behind his brand-new book, Your M...
194: Pete Matthew’s Meaningful Money Retirement Guide
17 Jun 2025
Contributed by Lukas
I always love catching up with my good friend and fellow financial planner Pete Matthew—especially when we get to record it for The Retirement Ca...
193: New Tax Rules Ahead - How to Safeguard Your Estate Now
01 Apr 2025
Contributed by Lukas
Are you worried about the future of your wealth? You're not alone. Sweeping reforms to pensions, inheritance tax, business relief, and agricultural re...
192: The Soul of Wealth, with Daniel Crosby
05 Nov 2024
Contributed by Lukas
Dr. Daniel Crosby is a psychologist, behavioural finance expert, and New York Times bestselling author, who joins me to discuss his latest book, The S...
191: The Three Domains of Freedom - A Deep Dive with George Kinder
10 Sep 2024
Contributed by Lukas
George Kinder is a friend, mentor and widely recognised as the Father of the Financial Life Planning movement. For over 30 years, George has trained t...
190: A Retirement Well Spent - Lessons from 4,000 Weeks with Oliver Burkeman
27 Aug 2024
Contributed by Lukas
I'm thrilled to have with us a guest whose work has profoundly shaped the way we think about time, productivity, and living a meaningful life. Oliver ...
189: Embrace Ageing with the Retirement Rebel
13 Aug 2024
Contributed by Lukas
Approaching retirement and frustrated with her job, Siobhan Daniels made a big decision: to start living life on her own terms. Rather than feeling br...
188: Annuities Unpacked - Securing Your Retirement in Today’s Economy
25 Jun 2024
Contributed by Lukas
Today, we're diving into the perplexing topic of why more people don’t buy annuities to provide a guaranteed income in retirement, and who better to...
187: The Retirement Café Podcast – My Care Hub: Revolutionising Care Planning and Support
12 Mar 2024
Contributed by Lukas
I’m delighted to welcome back Jacqueline Berry, a regular guest celebrated for her passion for making the UK's care system easier to navigate. Jac...
The Retirement Café Podcast – 186: Thinking your way to lasting health, with Professor Ellen Langer
15 Dec 2023
Contributed by Lukas
Do you believe you can heal faster just by tricking your brain? Could you lose weight with only a change of mindset? Could you think yourself into...
185: The Retirement Café Podcast – How to be Happy Ever After, with Professor Paul Dolan
26 Sep 2023
Contributed by Lukas
Hello and welcome – today I have the pleasure of sharing a fascinating conversation I had with Professor Paul Dolan – who’s maybe better known a...
184: Pete Matthew fires the questions: Introducing ‘The Retirement Café Handbook‘
12 Sep 2023
Contributed by Lukas
📘 My new book The Retirement Café Handbook - Nine Accelerators for a Successful Retirement, is out now! Get ready for a format twist this week on ...
183 A Taster of ‘The Retirement Café Handbook’, with Rory Sutherland
29 Aug 2023
Contributed by Lukas
📘 The wait is finally over! My much-anticipated book, The Retirement Café Handbook - Nine Accelerators for a Successful Retirement, is now availab...
182 What’s so fascinating about getting old?
15 Aug 2023
Contributed by Lukas
Pre-order my new book ‘The Retirement Café Handbook – Nine Accelerators for a Successful Retirement’: https://amzn.to/3Q686I8 In this week’s ...
181 Think Yourself Resilient: Harness Your Emotions. Build Your Confidence. Transform Your Life
01 Aug 2023
Contributed by Lukas
James Elliott is a psychotherapist and resilience coach. Using his 14 years in the British Army’s Airborne Forces developing skills in resilience to...
180 My must-reads for the summer
18 Jul 2023
Contributed by Lukas
Reading is a huge passion of mine as I am really interested in the insight of others. I love to learn about people’s stories and their lives. I’...
179 Pension income options – Annuity versus Drawdown
04 Jul 2023
Contributed by Lukas
As a highly regarded financial adviser and an industry expert with over 30 years’ experience, Billy Burrows first joined me in 2019 to chat about al...
178 Tax Planning and Your Retirement, with Kurt Lee
20 Jun 2023
Contributed by Lukas
This is an information-packed episode! Kurt is a Partner at Lester Aldridge solicitors based in their Bournemouth office and heads up the Tax, Trusts,...
177 Why an early dementia diagnosis matters, with Dr Ben Hicks
06 Jun 2023
Contributed by Lukas
Chatting to me today is Dr Ben Hicks, Research Fellow at Brighton and Sussex Medical School. I first met Ben 5 years ago and invited him to be on the ...
176 FCA warns about Asset Protection Trusts
23 May 2023
Contributed by Lukas
The FCA has issued a warning about the mismanagement of Asset Protection Trust Schemes. They’re concerned about the number of firms mis selling trus...
175 Climbing down the ladder into retirement
09 May 2023
Contributed by Lukas
Laura Black successfully climbed the corporate ladder to become a successful attorney. When retirement hit, her descent down that same ladder w...
174 How Lifetime Allowance Changes May Affect You
25 Apr 2023
Contributed by Lukas
In this episode Kathy & Justin chat about the important changes to the lifetime allowance announced in the Chancellor’s budget in March. It’s f...
173 Three Mental Models for making better decisions
11 Apr 2023
Contributed by Lukas
I want to help my clients make the best possible decisions about their financial future, so over the years I’ve done a lot of research into how t...
172 How the Index Fund changed investing forever, with Robin Wigglesworth
28 Mar 2023
Contributed by Lukas
Robin Wigglesworth is editor of FT Alphaville, the Financial Times’ financial blog, where he focuses on the biggest trends reshaping markets, inv...
171 Tackling the delicate questions around getting older, with Dr Lucy Pollock
14 Mar 2023
Contributed by Lukas
Have you ever wondered how to go about tackling the tricky subject of getting older with loved ones who are doing just that? How to start those t...
170 The Campaign to End Loneliness, with Robin Hewings
28 Feb 2023
Contributed by Lukas
How, in today’s world, where staying in touch with friends and family is easier than ever, are there STILL over 3 million chronically lonely peop...
169 Becoming a more rational investor, with Cameron Passmore
14 Feb 2023
Contributed by Lukas
Cameron Passmore has been a leading advocate for evidence-based, systemic investing for over 20 years. He is Executive Chairman and Portfolio Manager...
168 What life’s really like in a retirement living community
31 Jan 2023
Contributed by Lukas
If you’ve followed the podcast for some time, you’ll know that I’ve spoken with a couple of people from retirement villages about what they o...
167 Pensioner Personal Trainers inspired by Eddie the Eagle
17 Jan 2023
Contributed by Lukas
This week’s interview is with three guests from the retirement home specialists, Inspired Villages. Lawrence Cramer is the People and Culture Dir...
166 Busting 10 myths about ageing for the New Year
03 Jan 2023
Contributed by Lukas
Happy New year to you and thank you for joining me in 2023. Let’s start the New Year on a high note, by dispelling some of the more common held b...
165 5 Ways Christmas Improves with Age
20 Dec 2022
Contributed by Lukas
As Christmas approached, I started to think about how Christmas changes as we get older so typed ‘Christmas and ageing’ into Google. I was bombard...
164 Where Digital Assets fit in your Estate Plan, with Jennifer Zegel
06 Dec 2022
Contributed by Lukas
Jennifer is a US lawyer specialising in estates and trusts but what makes her unique is that over the years she has become an expert in Digital Ass...
163 Celebrating 4 years of The Retirement Café podcast – What makes for a successful retirement
22 Nov 2022
Contributed by Lukas
As the 4 year anniversary of the podcast’s launch was approaching I got to thinking about what I’ve learnt from the dozens of wonderful guests I’...
162 How the menopause affects the brain, with Dr Ben Webb
08 Nov 2022
Contributed by Lukas
Ben is a neuroscientist, psychology lecturer, speaker and author specialising in how the brain works. In fact, he’s spent 20 years researching t...
161 The Hidden depths of older people, with Laura Page
25 Oct 2022
Contributed by Lukas
Laura Page is an artist, photographer, photojournalist and socially engaged practitioner. That means she uses art and photography as a way to help ...
160 The 9 Accelerators of Successful Retirement Planning - Staying on Track
11 Oct 2022
Contributed by Lukas
This week we return to our series on the 9 Accelerators for a Successful Retirement for the final time – to discuss the really important topic of...
159 Boost your brain health to prevent mental decline & dementia, with Dr Ben Webb
27 Sep 2022
Contributed by Lukas
Hello and welcome to this week’s episode, where I am excited to be joined by Dr Ben Webb. Ben is a neuroscientist, psychology lecturer, speaker a...
158 How Jack Bogle saved investors trillions, with Eric Balchunas
13 Sep 2022
Contributed by Lukas
Now, as you know, in my day job I help people retire successfully, so a major part of the work that I do is helping people to have a successful ret...
157 Get Over Indulgence, with Duncan Bhaskaran Brown
30 Aug 2022
Contributed by Lukas
Duncan is an author, speaker and self-confessed Morris dancer. Having spent more than 20 years of his life over-doing it, he now spends his time he...
156 Increase your Brainability, reduce your dementia risk – with Sir Muir Gray
16 Aug 2022
Contributed by Lukas
Renowned public health pioneer, Professor Sir Muir Gray, returned to the podcast to discuss his latest book - Increase your Brainability and reduce yo...
155 Immersive and authentic travel experiences, with David Adams
02 Aug 2022
Contributed by Lukas
David Adams is a filmmaker (https://davidadamsfilms.com.au/) and photojournalist with a string of incredible documentaries under his belt. He speciali...
154 How to apply successfully for NHS Continuing Healthcare
19 Jul 2022
Contributed by Lukas
Sign up for my weekly newsletter and receive a FREE copy of My Care Consultant’s comprehensive guide to NHS Continuing Healthcare. Click here to ...
153 The 9 Accelerators of Successful Retirement Planning - Legacy Planning
05 Jul 2022
Contributed by Lukas
This week we return to our series on the 9 Accelerators for a Successful Retirement – this is the 8th out of 9 episodes and we’re talking about...
152 Owning the dash, with Anthony Delauney
21 Jun 2022
Contributed by Lukas
Anthony Delauney is a Certified Financial Planner based in the USA and author of three financial education books, based on the ides of ‘Owning the D...
151 Companiions - support on your terms, with Lisa Robinson
07 Jun 2022
Contributed by Lukas
Lisa Robinson, ex-Amazon executive, is the founder of Companiions - an online service that allows people to find support, assistance and company fo...
150 Now’s the time to teach, with Katie Waldegrave
24 May 2022
Contributed by Lukas
Katie Waldegrave MBE is co-founder of Now Teach, an organisation aiming to encourage more experienced people into teaching. She met ex-finance jour...
149 Improving wellbeing with community living, with Jamie Bunce
10 May 2022
Contributed by Lukas
Jamie Bunce is the CEO of retirement living operator Inspired Villages, a set of later living communities across the UK that have a focus on wellbe...
148 Move it or lose it & help through the menopause, with Julie Robinson
26 Apr 2022
Contributed by Lukas
Julie Robinson is an award-winning fitness expert who has dedicated her career to motivating thousands of people to keep active in later life. She ...
147 Never too old to lift, with Chris Tiley
12 Apr 2022
Contributed by Lukas
Chris Tiley is a physiotherapist based in Birmingham who has experience of working in hospitals, private practice and with elite sports people. He ...
146 The power of stories to teach children about money, with Will Rainey
29 Mar 2022
Contributed by Lukas
Will Rainey is a writer and speaker focused on helping parents teach their kids about money. He has been living in Vietnam with his young family si...
145 Nestful: Find your perfect housemate over 50, with Suzanne Noble
15 Mar 2022
Contributed by Lukas
This is Suzanne’s third appearance on the podcast sharing her latest entrepreneurial idea. Over the years she has carved out a career in a variet...
144 Startup School for Seniors, with Suzanne Noble
08 Mar 2022
Contributed by Lukas
Suzanne is a serial entrepreneur who has had a diverse career which included PR for big entertainment brands, founding a TV company, creating a bab...
143 The move into ‘unretirement’, with Victoria Thomlinson
01 Mar 2022
Contributed by Lukas
After running her own digital communications company for 30 years, Victoria noticed that a lot of senior employees were being recommended to her as...
142 Dead Man Running - living with terminal cancer, with Kevin Webber
15 Feb 2022
Contributed by Lukas
Every so often, you come across someone in life who is quite simply inspirational. Kevin Webber is one of those people. Back in 2014 life seemed to...
141 Harnessing the power of evidence-based investing, With Robin Powell
01 Feb 2022
Contributed by Lukas
Since the 1950s, there has been a lot in research into the best way to invest, and the findings have been remarkably consistent. Yet very few peopl...
140 Investing for Grandchildren
18 Jan 2022
Contributed by Lukas
Over the past year, 47% of grandparents invested more for their grandchildren. It isn’t clear if this is linked to the pandemic and our spending ...
139 Rock your retirement planning in 2022
04 Jan 2022
Contributed by Lukas
The beginning of January is the time when so many of us make resolutions to do things differently, to live our lives in a different way, make chang...
138 The power of music for dementia, with Grace Meadows
21 Dec 2021
Contributed by Lukas
Dementia is not a new topic to the podcast. It is something that I have had various discussions around because I know how much of a concern it is f...
137 The 9 Accelerators of Successful Retirement Planning - Estate Planning
07 Dec 2021
Contributed by Lukas
This week we return to our series on the 9 Accelerators for a Successful Retirement – this is the 7th out of 9 episodes and we’re talking about...
136 Seeking compensation for negligent financial advice, with Philippa Hann
23 Nov 2021
Contributed by Lukas
You can’t have failed to hear about the DB pension transfer mis-selling scandal that affected many ex-British Steele workers or missed the numero...
135 Helping women talk about money, with Carole Haswell
09 Nov 2021
Contributed by Lukas
Having promised herself that she wouldn’t be returning to the male dominated industry of finance, Carole found herself sat at a Tax conference, t...
134 Tackling Marathon des Sables at 60, with Dennis Hall
26 Oct 2021
Contributed by Lukas
Dennis is well-known in the world of financial planning as one of the good guys. When I set up MFP Wealth Management 12 years ago, Dennis was one o...
133 The rules for making gifts under a Power of Attorney, with Holly Mieville-Hawkins
12 Oct 2021
Contributed by Lukas
A few weeks ago Holly joined us on the podcast to discuss what happens when you die without a will in place. This week we welcome Holly back to discus...
132 The 9 Accelerators of Successful Retirement Planning - Funding Care
28 Sep 2021
Contributed by Lukas
The office of Fair-Trading estimates that 30% of over 65-year-olds have to fully fund their care in later life. They also estimate that around 25% of ...
131 Money Fight Club: Making your money work harder, with Anne Caborn
14 Sep 2021
Contributed by Lukas
We all know that we should be saving for our future. But we all make mistakes. We all create bad habits, whether it is grabbing that coffee on the ...
130 Statutory Wills and what happens when you die intestate, with Holly Mieville-Hawkins
31 Aug 2021
Contributed by Lukas
Do you know what a statutory will is, and when it would be applied? Do you know what would happen if you died without a will? Or would you know wha...
129 Stress-free account closures after a loved one’s death, with Vicky Wilson of Settld
17 Aug 2021
Contributed by Lukas
When someone dies, they can leave behind around 15-20 accounts to be closed. The closure of these accounts becomes the responsibility of the loved ...
128 The 9 Accelerators of Successful Retirement Planning - Asset Allocation
03 Aug 2021
Contributed by Lukas
We’ve all heard that ‘cash is king’, but is it when it comes to funding your retirement? Inflation can ravage your retirement savings, which you...
127 Finding the light in dementia, with Dr Jane Mullins
20 Jul 2021
Contributed by Lukas
A diagnosis of dementia can be scary, not just for those suffering with the disease, but those close to them too. As the dementia progresses, commu...
126 Supporting your ageing parents, with Jackie Cleveland
06 Jul 2021
Contributed by Lukas
Planning for later life can be difficult. Whether you are planning for your own future or for a loved one, the subject of growing old can be emotional...
125 Why the rich go broke, with John MacGregor
22 Jun 2021
Contributed by Lukas
John MacGregor is an American financial adviser based in Hawaii. As he climbed the corporate ladder, John realised that the higher he was getting, ...
124 Meet Pete Matthew - the ultimate personal finance guru
08 Jun 2021
Contributed by Lukas
If you are a fan of money-related podcasts or video blogs, you may know of this week’s guest already – it’s none other than Pete Matthew. Fro...
123 Bringing joy to your retirement, with Hannah Thomson
25 May 2021
Contributed by Lukas
In planning for retirement, people often have dreams about the lifestyle they want to have once retired. Unfortunately, as we get older, our heal...
122 The 9 Accelerators of Successful Retirement Planning - Well-crafted Investment
11 May 2021
Contributed by Lukas
A few months ago, we launched a new series called The 9 Accelerators of Successful Retirement Planning. The series covers the 9 steps in our Retiremen...
121 Could innovative design help us age better? with John Mathers
27 Apr 2021
Contributed by Lukas
John Mathers spent his career working in marketing, branding and design. At the age of 60 he retired and in the past four years, he has carved out ...
120 How to retire at 40, with Chris Mamula
13 Apr 2021
Contributed by Lukas
Most of us don’t enter our careers with the aim of retiring early, and our guest this week certainly didn’t think early retirement would be an ...
119 Ageing without Children, with Kirsty Woodard
30 Mar 2021
Contributed by Lukas
Family is something that most of us take for granted, especially as we get older and we start to rely on our children for help and support. But for...
118 A neuroscientist’s guide to ageing well, with Dr Daniel Levitin
16 Mar 2021
Contributed by Lukas
In recent months, we have discussed the idea of ageing well and longevity a few times. This week, we bring the topic back but with a slight twist. ...
117 The 9 Accelerators of Successful Retirement Planning - Minimising Life Tax
02 Mar 2021
Contributed by Lukas
Over the past couple of months, we have been releasing episodes in a new series called The 9 Accelerators of Successful Retirement Planning. The se...
116 Money, the Made-up Thing, with Jacob Goldstein
16 Feb 2021
Contributed by Lukas
Have you ever thought about where our money came from? We have! And so has this week’s guest, Jacob Goldstein. Jacob is a correspondent and co-ho...
115 The Impact of COVID-19 on 50-70 year olds, with Anna Dixon
02 Feb 2021
Contributed by Lukas
Over the last couple of months, I’ve shared a few podcasts from our series called ‘The Age of Resilience’, designed to support and promote th...
114 The 9 Accelerators of Successful Retirement Planning – Lifetime Financial Forecasting
19 Jan 2021
Contributed by Lukas
Before Christmas, we released the first episode of a new series called The 9 Accelerators of Successful Retirement Planning. The series will cover ...
113 The watchout signs of financial abuse, with Michelle Hoskin
05 Jan 2021
Contributed by Lukas
We all know about physical, emotional and psychological abuse, and we all like to think that we could spot it happening. However, one type of abuse...
112 Positive takes on a new year
29 Dec 2020
Contributed by Lukas
In last week’s episode, I took time to reflect on a few things that I have been grateful for this year. I shared some personal things, like being...
111 Reasons to be grateful in a challenging year
22 Dec 2020
Contributed by Lukas
This year has brought with it hardship and constant struggle. We have introduced a new lexicon into our everyday vocabulary with words such as COVID, ...
110 The 9 Accelerators of Successful Retirement Planning – Life Priorities
15 Dec 2020
Contributed by Lukas
Over the years I’ve helped well over a hundred couples plan for the retirement they desire - and the retirement they deserve – and during this ...
109 Why our money is not linked to our self-worth, with Catherine Morgan
08 Dec 2020
Contributed by Lukas
Having gone straight into financial services at the age of 18, Catherine Morgan found herself in a managerial position at the young age of 28. But am...
108 The Psychology of Exercise in Retirees, with Dr Josie Perry
01 Dec 2020
Contributed by Lukas
Dr Josie Perry is a Chartered Sport and Exercise Psychologist. Josie’s company Performance In Mind works with those in sport at all levels –...
107 Reducing ageism in the workplace, with Patrick Thomson
24 Nov 2020
Contributed by Lukas
A couple of weeks ago we shared the first in a series of podcasts designed to support and promote the agenda of The Longevity Week, which took place...
106 Volunteering at the Food Bank, with Tracy Blick
17 Nov 2020
Contributed by Lukas
Tracy Blick is the Managing Projects Coordinator at Christchurch Food Bank Plus, where I live here in Dorset. The Food Bank helps people who find t...
105 Live longer with artificial intelligence, with Tina Woods
10 Nov 2020
Contributed by Lukas
This series is designed to support and promote the agenda of The Longevity Week, which takes place this week - between the 9th and 13th of November. T...
104 How the financial experts invest their money, with Brian Portnoy
03 Nov 2020
Contributed by Lukas
Have you ever wondered how the financial experts and pundits who advise on how we should invest our money do, indeed, invest their own? An unpreced...
103 How coaching helped me transition successfully, with Mark Shaiken
27 Oct 2020
Contributed by Lukas
Series 6 ‘The Story of their Lives’: Episode 2. Mark spent nearly four decades working in the law. Not intentionally. He studied law at college...
102 Get financially fit at The Financial Gym, with Shannon McLay
20 Oct 2020
Contributed by Lukas
Seven years ago, Shannon McLay was working as a financial advisor with a big corporate bank feeling disheartened about the work she was during. The pr...
101 Putting your ladder against the right wall, with Stuart Lewis of Rest Less
13 Oct 2020
Contributed by Lukas
50 year olds today could be looking at another 50 years of life ahead of them, so it’s the perfect time to ask “What’s your 20 year plan?” ...
100 Living a 100 Year Life, with Professor Andrew J Scott
06 Oct 2020
Contributed by Lukas
I am honoured to be joined by the pre-eminent authority on longevity and co-author of ‘The 100 Year Life’, Professor Andrew J Scott, to celeb...
099 Making your voice heard at the end of life
29 Sep 2020
Contributed by Lukas
In today’s episode we are revisiting a topic that I know many listeners are concerned about, and that’s making sure your voice is heard and un...
098 ESG Investing with Vanguard’s Mark Fitzgerald
22 Sep 2020
Contributed by Lukas
Mark Fitzgerald works for Vanguard, an investor-owned, leading asset management company. He is Head of Product Specialism in the ETF Stream. He joi...
097 Living into the fullness of life, with Katrina Moss
15 Sep 2020
Contributed by Lukas
Katrina Moss is one of those people who has had a really varied career both working for other people and for herself. She created four businesses of h...
096 Have auto enrolment and pension freedoms been a success? with Sir Steve Webb
08 Sep 2020
Contributed by Lukas
Steve appeared in episode 87 back in July to discuss State Pensions in general and more specifically his recent report that explores whether thousa...