Episode Details

For most people, the one thing they worry about in retirement is money.

Have I saved enough? Can I afford to stop working? When can I access my super?

But what if that's the wrong place to start?

In this episode of Money & a Good Life, Steph and Ryan sit down with Brad Fox Managing Director of Smart Brave Consulting, Chairman of Tribeca Financial, and one of the most respected voices in Australia's financial services industry to rethink what retirement actually means.

Brad believes retirement is a phase of life that raises big questions about identity, purpose, time, and meaning. And while the money matters, the mindset matters more.

What we talk about:

• What retirement is actually about beyond "the moment you stop working"
• Why starting with a narrow financial definition is limiting and sometimes harmful
• How retirement looks wildly different depending on the person
• Why there's no single "right" version of retirement
• What separates people who thrive in later life from those who struggle
• Odyssey Planning—a tool developed at Stanford for approaching retirement
• Why Odyssey Planning is so powerful for this life transition
• The process of imagining three different five-year futures
• Why prototyping your retirement is better than locking into one big irreversible decision
• Why engaging imagination is an important and often missing part of retirement planning
• Factors beyond finances that create a "good" retirement
• Why longevity and happiness aren't just about money
• Autonomy, contribution, and growth as major drivers of wellbeing
• How people keep learning and growing once their career stops structuring their lives

If you've been thinking about retirement purely through a financial lens, this conversation will challenge you to think bigger about purpose, identity, and what you actually want the next chapter to look like.

Here's to your Good Life. And thanks for listening.

You can find us at https://www.tribecafinancial.com.au/ 

Our guest: 

Brad Fox, Chairman Tribeca Financial, Managing Director Smart Brave Consulting 

Connect with Brad: linkedin.com/in/bradfox1 

Visit Brad’s website: smartbraveconsulting.com 

Our hosts: 

Ryan Watson, CEO, Tribeca Financial  

Follow Ryan: https://www.linkedin.com/in/r-watson/ 

Stephanie Coombes, podcast expert and media strategist 

Follow Steph: https://www.linkedin.com/in/stephanie-coombes-62903825/  

Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd.  

Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions. 

Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.