Retirement, The Great Escape Plan

Jenny Brown

"Retirement, The Great Escape Plan" is a practical, uplifting podcast that helps listeners navigate the transition into retirement with confidence, clarity, and optimism. Hosted by Jenny Brown, it blends expert financial guidance with real-life stories to explore the emotional, lifestyle, and money-related shifts that come with stepping away from full‑time work. Each episode breaks down complex topics into relatable conversations—from planning your 'financial freedom number' to redefining identity, finding new purpose, and embracing the freedom of retired life. It's a warm, engaging guide for anyone wanting to design a retirement that feels secure, meaningful, and uniquely their own.

  1. 19h ago

    The Value of Advice – The JBS Difference

    What really makes a great financial adviser? Is it the strategy? The investment knowledge? The numbers? Or is it the person sitting across from you who understands what matters, asks the right questions, challenges your thinking and knows when to simply listen? In Episode 17 of Retirement: The Great Escape Plan, Jenny Brown is joined by JBS Financial business partners Warren Hanna and Peter Folk for a lively conversation about The Value of Advice – The JBS Difference. They take you behind the scenes of that first meeting and share why, at JBS, the conversation rarely begins with investments.  It starts with you, your life, your goals, your family, what retirement looks like and what you want your money to help you achieve. You'll hear why great advice can mean giving someone permission to enjoy the money they've worked hard to build, having the courage to say when it might be time to pull back, and being there as a trusted sounding board when life takes an unexpected turn. Jenny, Warren and Peter also share what they believe you should look for in an adviser, the questions worth asking, and why trust, connection and the ability to have the tougher conversations can be just as valuable as the strategy itself. Because the right advice relationship shouldn't leave you more confused. It should leave you feeling understood, supported and more confident about what comes next. 🎧 Tune in and discover what good financial advice should really feel like, and what makes the JBS approach a little different. ✨ Because thriving should be fun… and naps should be epic.    // Connect with JBS Financial // ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly JBS Financial Strategists Pty Ltd, an Australian Financial Services License Holder (N 486674), nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

    The Value of Advice – The JBS Difference
  2. Sep 22

    Divorce Before Retirement – Redesigning What Comes Next

    Divorce can turn life upside down. When it happens close to retirement, it can also leave you wondering: what happens to the future I thought I was planning for? In Episode 16 of Retirement: The Great Escape Plan, Jenny Brown is joined by JBS advisers Warren Hanna and Kaitlin Grozdanovski to explore what happens when one retirement plan suddenly becomes two. Drawing on real client experiences, they discuss why it's so important to pause, understand your new financial position and avoid making rushed decisions while emotions are running high. They also look at practical areas that can easily be overlooked, including superannuation, beneficiary nominations, insurance, estate planning, and what your retirement might now look like. But this episode is about more than the numbers. It's also about rebuilding confidence, rethinking your lifestyle and recognising that while divorce may change the plan, it doesn't necessarily mean the retirement you hoped for is out of reach. 🎧 Tune in for a timely and practical conversation about finding clarity, making thoughtful decisions and redesigning what comes next. ✨ Because thriving should be fun… and naps should be epic. // Connect with JBS Financial // ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠ Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly JBS Financial Strategists Pty Ltd, an Australian Financial Services License Holder (N 486674), nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

    Divorce Before Retirement – Redesigning What Comes Next
  3. Sep 8

    Meet the JBS Team – What's Your Superpower?

    Here's the story… welcome to our very own JBS Brady Bunch. For anyone old enough to remember The Brady Bunch, Episode 15 of Retirement: The Great Escape Plan is the JBS version: a whole bunch of personalities, different strengths and plenty of laughs along the way. Jenny Brown is joined by Warren, Peter, Kaitlin, Daniel and Sharyn for a fun, behind-the-scenes introduction to some of the people who make up the JBS team. So, what's everyone's superpower? From Warren's ability to play devil's advocate and Peter's calm nature, to Kaitlin breaking complex problems into manageable steps, Daniel turning financial anxiety into confidence, and Sharon bringing calm to complexity, everyone brings something different to the table. But this episode isn't really about superpowers. It's about people. The team share what they love about their work, the client moments that stay with them and why getting to know the person behind the numbers matters so much. Because while everyone at JBS has their own strengths, it's how those strengths come together that really makes the difference. 🎧 Meet the team, discover their superpowers and find out why they genuinely love what they do. ✨ Because thriving should be fun… and naps should be epic. // Connect with JBS Financial // ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠ Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly JBS Financial Strategists Pty Ltd, an Australian Financial Services License Holder (N 486674), nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

    Meet the JBS Team – What's Your Superpower?
  4. Aug 26

    What Really Keeps Retirees Up at Night?

    Will my money last? What if my health changes? What happens if my partner isn't here? And if life throws us a curveball… will our retirement plan cope? These are the questions that don't always get said out loud. In Episode 14 of Retirement: The Great Escape Plan, Jenny Brown is joined by JBS Financial Strategists business partners Warren Hanna and Peter Folk to unpack some of the real worries sitting behind retirement, and they're not all about money. Drawing on conversations they've had with clients over many years, Jenny, Warren and Peter explore what happens when health or aged care suddenly changes the plan. Then there are the things none of us can control: markets, inflation, government policy and whatever other curveballs life decides to throw our way. So, how do you plan for a future you can't predict? You don't need to have every possible scenario figured out. But you can build flexibility into your plan, have some of the important conversations before they're needed and make sure the right people know how to step in if life changes. Perhaps the better question isn't "What could go wrong?" It's "If something changes, will I be okay?" 🎧 Tune in for a very real conversation about retirement's big "what ifs" and why being prepared can help you spend a little less time worrying about them. ✨ Because thriving should be fun… and naps should be epic. // Connect with JBS Financial // ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠ Whilst all care has been taken in the preparation of thismaterial, no warranty is given in respect of the information provided and accordingly JBS Financial Strategists Pty Ltd, an Australian Financial Services License Holder (N 486674), nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

    What Really Keeps Retirees Up at Night?
  5. Aug 11

    Aged Care – When the Decisions Become Personal

    You can talk about aged care in theory. But it's very different when it's your mum, your family and suddenly the decisions are yours to make. Following on from Episode 12, where we explored why planning ahead for ageing and aged care matters, Episode 13 of Retirement: The Great Escape Plan brings that conversation to life through one family's experience. Jenny Brown and JBS Financial Strategist aged care advice specialist Kaitlin Mifsud are joined by client Julie Hyde, who openly shares what it was like navigating aged care for her mum alongside her sister, Michelle. Julie talks about the moment they realised things had changed, the emotions that came with trying to do the right thing, and the weight of making important decisions for someone you love. Together, Julie, Jenny and Kaitlin explore the guilt, uncertainty and family dynamics that can accompany aged care, as well as what helped bring greater clarity when everything felt overwhelming. It's an honest and deeply personal conversation, but also a reassuring one. Because you don't need to have all the answers. Sometimes the most important thing you can do is start talking before you're forced to make decisions under pressure. Aged care isn't just about care. It's about love, identity, dignity and protecting the choices of someone you love. And perhaps the most important reminder of all: It's never too early to talk. But it can be too late to wait. ✨ Because thriving should be fun… and naps should be epic. Julie Hyde is one of Australia's most compelling keynote speakers on leadership, courage and self-leadership under pressure. She is also the author of "You Always Have a Choice" - https://youalwayshaveachoice.com.au/   // Connect with JBS Financial // ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠ Whilst all care has been taken in the preparation of thismaterial, no warranty is given in respect of the information provided and accordingly JBS Financial Strategists Pty Ltd, an Australian Financial Services License Holder (N 486674), nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

    Aged Care – When the Decisions Become Personal
  6. Jul 28

    Ageing & Aged Care: Planning Before You Have To

    When people hear the words aged care, many assume it's something they'll think about later. The reality is that some of the most important decisions about ageing and aged care are made long before they're ever needed. In Episode 12 of Retirement: The Great Escape Plan, Jenny Brown is joined by JBS Financial Strategists' aged care advice specialists Kaitlin Mifsud and Peter Folk for a practical and reassuring conversation about planning ahead. Together, they explore why preparing early can help you stay in control of your future, protect your independence and make life easier for the people you love. From starting family conversations and appointing trusted decision-makers to understanding care options, costs and the financial implications, they share practical guidance to help you prepare with confidence rather than urgency. Whether you're thinking about your own future or supporting ageing parents, this episode will help you understand why planning for ageing and aged care isn't just about care, it's about protecting your choices, reducing stress and giving your family greater peace of mind. Because the best time to plan is before life makes the decisions for you. ✨ Because thriving should be fun… and naps should be epic.   // Connect with JBS Financial // ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠ Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly JBS Financial Strategists Pty Ltd, an Australian Financial Services License Holder (N 486674), nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

    Ageing & Aged Care: Planning Before You Have To
  7. Jul 13

    Dodgy Deals, Scams & Retirement Regrets

    In Episode 11 of Retirement: The Great Escape Plan, Jenny Brown and the JBS Financial team, Warren Hanna and Peter Folk, are here to tackle a topic that's becoming increasingly important for retirees and those approaching retirement. Scams are becoming more sophisticated, more convincing and more personal. And the reality is, they don't just target the vulnerable; they target everyday Australians at moments when they're busy, distracted, travelling, or simply trying to do the right thing. Together, Jenny, Warren and Peter explore why scams happen, the emotional impact they can have beyond the financial loss, and how taking a moment to pause, verify and ask for help can make all the difference. Through real-life stories and practical insights, the team discusses common investment scams, fake "safe accounts", travel-related risks, and simple habits that can help protect both your finances and your confidence. This is a practical, empowering conversation that reminds us that one of the best investments we can make is taking the time to stop, think and ask questions before making important financial decisions. ✨ Because thriving should be fun… and naps should be epic.     // Connect with JBS Financial // ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠ Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly JBS Financial Strategists Pty Ltd, an Australian Financial Services License Holder (N 486674), nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

    Dodgy Deals, Scams & Retirement Regrets
  8. Jun 29

    How to Enjoy Life Without the Fear of Running

    In Episode 10 of Retirement: The Great Escape Plan, Jenny Brown is joined by JBS Financial Strategists business partners Warren Hanna and Peter Folk to explore one of the biggest fears people face in retirement, the fear of running out of money. It's a concern that affects far more than your bank balance. It influences the decisions you make, the experiences you put off, and whether you give yourself permission to enjoy the life you've worked so hard to build. Together, Jenny, Warren and Peter explore why this fear is so common, why many people struggle to shift from a lifetime of saving to confidently spending, and how a well-designed retirement plan can replace uncertainty with clarity. This isn't a conversation about spending more. It's about understanding what gives people the confidence to enjoy retirement without constantly looking over their shoulder. Because the goal isn't simply to make your money last. It's to help your money support the life you want to live. ✨ Because thriving should be fun… and naps should be epic. // Connect with JBS Financial // ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠YouTube⁠⁠⁠ Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly JBS Financial Strategists Pty Ltd, an Australian Financial Services License Holder (N 486674), nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

    How to Enjoy Life Without the Fear of Running

About

"Retirement, The Great Escape Plan" is a practical, uplifting podcast that helps listeners navigate the transition into retirement with confidence, clarity, and optimism. Hosted by Jenny Brown, it blends expert financial guidance with real-life stories to explore the emotional, lifestyle, and money-related shifts that come with stepping away from full‑time work. Each episode breaks down complex topics into relatable conversations—from planning your 'financial freedom number' to redefining identity, finding new purpose, and embracing the freedom of retired life. It's a warm, engaging guide for anyone wanting to design a retirement that feels secure, meaningful, and uniquely their own.