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The Retirement Café Podcast

Jul 30, 2019

In the world of financial advice, George Kinder is known as the Father of the Life Planning movement.

For over 30 years, George has trained thousands of financial advisers from 30 countries in life planning, which enables them to develop the listening and questioning skills that allow rich, meaningful conversations with...

Jul 23, 2019

The Mental Capacity Act states that a person lacks capacity if they are ‘unable to make a specific decision, at a specific time, because of an impairment of, or disturbance, in the functioning of mind or brain’.

If you think that an individual lacks capacity, you need to be able to demonstrate it. You should be able...

Jul 16, 2019

The transition into retirement can be a hugely positive experience, but for some it can also be a challenge.

Freelance journalist and author, Celia Dodd, spent months interviewing retirees to understand what makes a successful retirement. In our interview, Celia shares her findings.

For many people, retirement is the...

Jul 9, 2019

David Jones returns for part 2 of our conversation on investing and how Dimensional Fund Advisors can play a part. 

We discuss how retirees can implement a successful investment strategy. David explains that clarifying goals is the first step, which enables us to establish the rate of return needed on your investments...

Jul 2, 2019

Thirty years ago when David Jones started out in financial services, he became acutely aware about the prevalence of high fund management costs and investment solutions that let investors down time after time. He transformed the business he was running to a fee-based practice and discovered Dimensional Fund...