How to set your goals for an epic retirement
As part of Epic Retirement Month, there are two Prime Time episodes this week.
Ad - Before we start — a big thanks to our podcast sponsor this week, Hostplus
You deserve an epic retirement
Hostplus has earned the Epic Retirement Tick, recognition from Chant West that we’re helping Australians retire with confidence. We’re celebrating with a free webinar designed to help you plan, prepare, and thrive in retirement. That’s a plus.
*General advice only. Issued by Host-Plus Pty Limited. Consider the PDS and TMD available on our website before deciding.
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This week, as part of Epic Retirement Month, we’ve dropped not one but two shows for you.
How to set your goals for an epic retirement
If you’re just getting started planning for your epic retirement, or you’re just not sure where to start – you are absolutely not alone.
In this week’s episode of Prime Time, I’m talking about something many of us put off for too long: setting real, meaningful goals for the next chapter of life. It’s not about vision boards or fluffy dreams – it’s about creating real directions for our life. Because if we don’t set goals, we just get what would’ve happened anyway.
I kick off this episode by sharing some thoughts on why goal-setting in midlife matters so much and how to get started, even if you feel stuck.
Then I’m joined by Maurizio Lombardi, Executive Manager of Advice Strategy at Hostplus, to talk about how to turn those personal goals into financial action. He explains how to bridge the gap between your dreams and your dollars, the role the Age Pension may play, and how new digital tools like Hostplus’ SuperSmart platform can help you model your future and feel more confident about what’s possible.
It’s all part of Epic Retirement Month and if you’re ready to start getting clear, this is a great place to begin.
LISTEN TO THIS EPISODE OF THE PODCAST HERE:
Highlights of the conversation:
Why setting goals is critical in midlife: I break down what a goal actually is, why retirement itself isn’t the goal, and why fulfilment, relationships and lifestyle should be at the centre of your vision for what’s next.
How to bring your financial vision to life: Maurizio shares his first practical steps to take when you have a dream but haven’t yet figured out the dollars, and why being clear on your “non-negotiables” is key.
The role of the Age Pension: Many people don’t factor in the role the Age Pension may play and how it works alongside super.
What to do in your 50s and 60s: We talk about the levers that could be pulled at this stage of life – from catch-up contributions and spouse splitting to reviewing your investment mix.
Confidence doesn’t come from a big number: It comes from understanding how your money will support the life you want to live and from using tools, seeking advice and planning support to help you feel informed and in control.
Digital tools to help you model your future: Maurizio introduces the SuperSmart platform from Hostplus, a digital advice tool that lets you model income, expenses, Age Pension, goals and more – helping you get a personalised view of your retirement plan.
General advice only. Issued by Host-Plus Pty Limited. Consider the PDS and TMD available on our website before deciding.
A how-to guide for identifying your passions
In this episode, I speak to Marcus Riley - Author of Booming and internationally respected voice on ageing well, about how you ACTUALLY find your purpose, especially if you’ve lived a life where career and family have taken the front seat.
Have you ever thought about what really lights you up – outside of work, roles or routines?
This week on Prime Time, as part of Epic Retirement Month, I’m diving into one of the biggest questions we all face in the second half of life: How do you actually find your sense of purpose in the run up to retirement? And what if, like so many of us, you’ve lived a life where career and caregiving took the front seat – and now you’re not even sure what your passions are anymore?
To explore this, I’m joined by Marcus Riley, Author of Booming and international expert on ageing well. Marcus is a global voice in positive ageing and one of the most thoughtful people I know when it comes to helping people rediscover meaning in the next stage of life.
We talk about:
Why passion and purpose can get buried in the busyness of life, and how to uncover them again
The role of self-reflection, experimentation and connection in shaping what comes next
Why your potential doesn’t expire just because you hit a milestone birthday
How to start exploring new ideas when you’re not even sure where to begin
If you’re ready for a reset, or just wondering how to bring more joy, creativity or meaning into your days, this one’s for you.
From Bec’s Desk
It’s the third week of our Epic Retirement Month Takeover of the show, and there’s again two shows for you this week. I hope you enjoy them.
I’m counting down to Christmas now but there’s good news… we’re going to continue bringing you the Prime Time podcast right through the Christmas season! Yes - I’ve been hard at work recording some terrific shows you can listen to on your morning walks and while you’re getting stuff done! I didn’t want to abandon you at the time when so many people are grappling with their first weeks of retirement; or in the early weeks of the new year when we do so much ‘defining’ of our goals and plans for the next year too. So keep an ear out for our shows - they’ll continue to drop on Thursdays every week of the holidays.
And, while I have you - I can officially announce that we’ve just last night launched the new dates for our next How to Have an Epic Retirement Flagship Course. The program kicks off on the 19th February 2026, and you can book your place now. There’s a 25% off Early Bird Deal that is now available to the first 200 to book. So get on over there, download the brochure and lock in your place. Go to www.epicretirement.net/upcoming-courses to book.
And I’m getting more seriously into social media - making little mini lessons and reels on my Facebook and Instagram. So if you aren’t already following me, come on over.
I hope you’re enjoying the silly season - or your run up to retirement. Don’t forget to drop me your questions and stories for my shows - we’re going to start making a show each month that answers your questions more directly and shares your stories that you send me (I love getting them). So email me at bec@primetimers.net anytime.
Until next week - Make your Prime Time count!
Bec
