EPISODE · Apr 7, 2026 · 25 MIN
You Retire… Then Lose Half Your Money. Now What?
from The Dollars & Sense Podcast · host Tim Ellis & Brodie Haggerty
Send us Fan MailThis 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. If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected] More Dollars & Sense Content: Click HereListen to all The Dollars & Sense Podcasts: Click HereThe 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
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Send us Fan Mail 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. If you have a question, suggestions, or a topic you would like us to cover, please send an email to: podc...
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You Retire… Then Lose Half Your Money. Now What?
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