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Episode 1

What does it mean to retire in the 21st century?  Pensions and a full-stop retirement are becoming things of the past, and global retirement systems are struggling to keep up with the changing trends.  In this special double-interview episode, we speak to Chris Battaglia (VP/Group Publisher, Pensions & Investments) and Jeremy Cooper (Chairman, Retirement Income, Challenger Limited) about what needs to be fixed and which countries are doing retirement right.  Even as individuals are increasingly left to manage their own financial future, later in the show we explain why retirement, or what we call Life Two, is potentially the peak time of life: the most enjoyable and the most rewarding.

00:00 | Opening
01:50 | Intro to Chris Battaglia: his background
04:50 | Global retirement challenges: longevity, what is retirement, investments, coverage
09:40 | Crisis? Successes and desirable improvements
20:10 | Why education hasn’t been successful
26:20 | Technology is helping to fill the gap
32:50 | The retirement transition, at the personal level
40:50 | Intro to Jeremy Cooper: the Cooper Review
47:40 | A tumultuous time in Australia
52:30 | “My super” as a simple (if imperfect) default
1:02:00 | Four criteria for evaluating change
1:08:00 | People continue to save in retirement
1:21:40 | Defaults for decumulation are manifestly more difficult
1:31:10 | Thoughts on personal retirement
1:35:40 | Don’s personal touch: Reframe retirement as Life Two, truly the best time of life
1:45:40 | End

Music: “The Zeppelin” by Blue Dot Sessions and “Upbeat Party” by Scott Holmes
From the Free Music Archive
CC BY NC

To purchase Don Ezra’s book, visit donezra.com.