You Retire… Then Lose Half Your Money. Now What?

This year, tens of thousands of Kiwis will reach retirement age — but how much does timing really matter? 

In this episode, I break down three real retirement scenarios using the same $2M portfolio across very different market conditions. The results might surprise you — and challenge how you think about risk, timing, and what actually makes a plan successful. 

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The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure