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  • 12 - Moving in Later Life – Beyond Bricks and Mortar, with Susan from Turner’s Oak
    2025/08/28

    Moving house is always stressful — but in later life, it’s rarely just about the property. It’s about memories, identity, independence, and big life transitions.

    In this conversation, Nick speaks with Susan from Turner’s Oak, an estate agent who specialises in supporting older homeowners and their families through some of the most emotional moves they’ll ever make.

    Whether you’re approaching a move yourself or supporting a loved one, this episode is full of empathy, insight, and practical advice.

    🎧 Listen now to discover how a tailored, understanding approach can turn a daunting process into a positive next chapter.

    Book mentioned in the episode - https://www.davidsolie.com/books-cds/book-information/

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    43 分
  • 11 - Retirement in Four Phases with Nick Holbrook
    2025/08/14

    What happens when a high-performing sales exec trades spreadsheets for stage scripts? In this episode, Nick Holbrook shares his personal journey through retirement, from trial and error to finding new purpose in writing, audiobook narration, and comedy.

    We explore the emotional shifts, identity challenges, and redefining what ‘retirement’ truly means.

    It’s honest, relatable, and full of practical reflections, especially for those who aren’t quite ready to “do nothing.”

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    46 分
  • 10 - SOLLA and the importance of accredited later life financial planning advice
    2025/07/31

    In this episode of The Retirement Lounge, Nick speaks with Jane Finnerty, Chair of the Society of Later Life Advisers (SOLLA), about the importance of good financial advice in later life and what makes SOLLA-accredited advisers different.


    They explore what SOLLA is, how it came about, and why accreditation matters when navigating complex decisions around care, estate planning, and vulnerability.


    Jane brings warmth, experience, and passion to a topic that’s often misunderstood, helping listeners understand where to turn when life throws up uncertainty.


    Whether you're approaching later life yourself, supporting a loved one, or part of the “sandwich generation” balancing care responsibilities with your own household, this episode is full of insight.

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    41 分
  • 9 - Do I need a Financial Planner?
    2025/07/17

    In this episode, Nick speaks with Sarah Davies, who shares her deeply personal journey from financial insecurity to confidence.

    Starting serious financial planning in her 40s, Sarah reflects on how advice changed her mindset and her retirement. Together they explore emotions around money, the importance of financial education, and why taking control later in life is not too late. A heartfelt conversation that many will relate to.

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    42 分
  • 8 - Redefining Retirement: Rupe’s Story
    2025/07/03

    When COVID hit, Rupe had just ended a long career in IT sales. What followed wasn’t a traditional retirement; it was reinvention.

    In this warm and witty episode, Rupe shares his unexpected post-career path: from shelf-stacking at Tesco to running village events and helping others find purpose. A candid, often humorous look at how retirement can be a beginning, not an end.

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    44 分
  • 7 - Supporting Loved Ones Through Care Choices with Trinity home care
    2025/06/19

    When a loved one needs care, the decisions can feel overwhelming. In this episode, Nick speaks with Gemma Locke from Trinity Homecare about navigating care options, at home or in a care home and how families can make confident choices before crisis hits.

    Learn how early planning, live-in care, and emotional support can ease the journey for everyone involved.

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    41 分
  • 6 - Understanding Care Fees: What You Need to Know About Funding Later-Life Care
    2025/06/05

    Paying for care in later life can feel overwhelming but it doesn’t have to.

    In this episode of The Retirement Lounge, Chartered Financial Planner Nick Hutchings explains how care is funded in the UK, covering:

    • Local authority assessments

    • Care fees annuities (immediate and deferred)

    • Self-funding thresholds and asset limits

    • The value of specialist financial advice

    Whether you’re supporting ageing parents or thinking ahead for yourself, this episode offers clear, calm guidance for navigating one of retirement’s most sensitive topics.

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    36 分
  • 5 - Midlife Reinvention: Strength, Identity & What’s Next
    2025/05/22

    What do you do when life throws you a curveball in your 50s or 60s?

    In this episode, Nick talks with coach and broadcaster Sheila Docker about midlife reinvention, maintaining your identity, and building the strength, physical and emotional, to move into your next chapter with more purpose and clarity.

    Whether you're thriving or reassessing, this episode offers straight-talking guidance for whatever comes next.

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    54 分