Retirement, The Great Escape Plan

Jenny Brown
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"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.

Episodes

  1. Legacy Is More Than Money

    Jun 1

    Legacy Is More Than Money

    In Episode 8 of Retirement: The Great Escape Plan, Jenny, Warren and Peter are back for a thoughtful conversation about what legacy really means and why it's about far more than money. When people think about legacy, they often focus on wills, inheritances and financial assets. But in reality, the conversations that matter most are usually about relationships, values, intentions and the things families wish had been discussed earlier. In this episode, the team explore the emotional side of legacy planning, the pressure many people feel to "get it right," and why clarity and open conversations can be one of the greatest gifts we leave behind. Together, they share stories and insights from years of working alongside clients and families navigating retirement, ageing, adult children, generosity and the desire to leave a positive impact not just financially, but personally. This is a warm, reflective and deeply human conversation about the kind of legacy we create every day through the way we live, communicate and show up for the people around us. ✨ 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.

    28 min
  2. Super – Powerful, Personal, and Often Misunderstood

    May 14

    Super – Powerful, Personal, and Often Misunderstood

    In Episode 7 of Retirement: The Great Escape Plan, Jenny Brown is joined once again by JBS Financial Strategists business partners Warren Hanna and Peter Folk to unpack one of the most important, and often misunderstood, parts of retirement planning: superannuation. For many Australians, super can feel confusing, overwhelming, or simply something they'll "deal with later." But the reality is, it can be one of the most powerful tools shaping your future retirement lifestyle. In this episode, the team cut through the jargon to explore the common misconceptions that hold people back, why super is far more personal than people realise, and how greater clarity can help you feel more confident about your future. This is a practical, down-to-earth conversation designed to help you stop avoiding your super — and start understanding the role it can play in building the life you want in retirement. ✨ 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.

    37 min
  3. Life After the Paycheque – From Paycheque to Purpose

    Apr 30

    Life After the Paycheque – From Paycheque to Purpose

    In Episode 6 of Retirement: The Great Escape Plan, Jenny Brown and Warren Hanna are joined by special guest Rob Fava, a former colleague, long-time friend, and valued JBS Financial client, for an inspiring conversation about life after the paycheque. As a small business owner, Rob always knew he wanted more from retirement than simply leaving work behind. In this episode, he shares how he has built a life filled with purpose, commitment and fulfilment, proving that retirement can be about far more than slowing down. Rob reflects on how he and his wife have shaped this next chapter together, balancing personal commitments with shared goals, and how volunteering through Rotary has played a significant role in giving him structure, connection and a renewed sense of purpose. This episode is a powerful reminder that while the paycheque may stop, purpose doesn't have to, and that some of the most meaningful work we do can happen after retirement begins. ✨ Because thriving should be fun… and naps should be epic. References: WERN- Western Emergency Relief Network: www.wern.org Located in Ravenhall Rotary Inner Melbourne Emergency Relief Network: https://www.rimern.org.au Located in East Brunswick Easter Emergency Relief Network: https://easternemergency.org.au Located in Mitcham // 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.

    54 min
  4. The Myths That Keep People Stuck

    Apr 16

    The Myths That Keep People Stuck

    In Episode 5 of Retirement: The Great Escape Plan, Jenny Brown is joined by JBS Financial Strategists business partners Warren Hanna and Peter Folk to unpack the common myths and quiet assumptions that keep people stuck when it comes to retirement. These are the stories we hear all the time — "I'll figure it out later," "I'll just live off less," "the pension will be enough," or "once I stop working, everything will fall into place." And while they may sound harmless, they often hold people back from making real progress. In this episode, the team bring these myths to the surface and share what's really going on underneath them, from fear and uncertainty to the belief that retirement planning can wait. Drawing on years of experience working alongside clients, Jenny, Warren and Peter offer practical ways to reframe these thoughts and start building momentum, helping you move from "I'll do that one day" to "I'm building my escape plan now." This is a conversation about getting unstuck, asking better questions, and taking small, meaningful steps toward the life you want to create. ✨  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.

    46 min
  5. What Do You Actually Want Your Life to Look Like?

    Apr 2

    What Do You Actually Want Your Life to Look Like?

    In Episode 4 of Retirement: The Great Escape Plan, host Jenny Brown and JBS Financial Strategists business partner Warren Hanna are joined by long-time client Mike McCarthy to share a real-life perspective on transitioning into retirement. If you've read Retirement: The Great Escape Plan, you may recognise parts of Mike's story, but in this episode, we go much deeper. Together, they explore one of the most important questions in retirement planning: What do you actually want your life to look like? Mike reflects on his own journey from a busy working life into retirement, sharing what surprised him, what took time to figure out, and how both he and his wife have shaped a life that feels meaningful, balanced and enjoyable. The conversation brings to life the idea that retirement isn't just about having enough, it's about knowing what you're retiring to. From finding purpose beyond a job title, to creating structure, connection and a sense of contribution, Mike's story is a powerful reminder that this stage of life can be deeply rewarding when approached with intention. As Jenny and Warren highlight, the most important planning often starts not with numbers, but with better questions about how you want to spend your days, what gives you energy, and what a really good ordinary day might look like. ✨ Because thriving should be fun… and naps should be epic. Mike McCarthy's Books: https://shop.lrrsa.org.au/?s=mccarthy&post_type=product, Plus if you would like to know more about Puffing Billy head here: https://puffingbillyrailway.org.au/  // 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.

    52 min
  6. Markets, Volatility & Staying Calm in Retirement

    Mar 25

    Markets, Volatility & Staying Calm in Retirement

    In Episode 3 of Retirement: The Great Escape Plan, host Jenny Brown is joined by her JBS Financial Strategists business partners Warren Hanna and Peter Folk to unpack one of the biggest concerns people have in retirement, how to stay calm when markets move. Market volatility is a normal part of investing, but it can feel very different once you've stopped earning an income. When balances fluctuate, it's easy to feel like something has gone wrong or that you need to act quickly. In this episode, the team explore why those reactions are so common, and why the real key to long-term success isn't predicting markets, it's having a plan you can trust when emotions run high. Importantly, this conversation highlights that staying invested isn't just a financial decision, it's a behavioural one. This episode is a reminder that retirement isn't about reacting to every market movement. It's about having the structure, confidence and mindset to stay focused on the life you've worked so hard to build. ✨ 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.

    44 min
  7. Retirement Isn't an Ending – It's a Transition

    Mar 13

    Retirement Isn't an Ending – It's a Transition

    In Episode 2 of Retirement: The Great Escape Plan, host Jenny Brown is joined by her JBS Financial Strategists business partners Warren Hanna and Peter Folk to explore what retirement really means when it's viewed as a transition rather than an ending. A powerful question sits at the centre of this conversation: What would a postcard from your retirement look like? Is it travel, time with family, new hobbies, or simply the freedom to shape your days differently? The team share their experiences working with clients who have carefully prepared financially for retirement but haven't yet taken the time to think about what they want their life to look like once work stops. Designing that next chapter takes reflection, conversation and planning. They also discuss the importance of couples being on the same page. After years of structured routines, retirement can bring new dynamics and as the team point out, retirement doesn't mean you have to spend 100% of your time together. This episode is a reminder that preparing for retirement isn't just about numbers it's about giving yourself the time to imagine the life you're stepping into. ✨ 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.

    27 min
  8. So... What is Retirement Now

    Mar 5

    So... What is Retirement Now

    Welcome to the very first episode of Retirement: The Great Escape Plan, brought to you by JBS Financial Strategists. In this opening conversation, host Jenny Brown is joined by her JBS business partners, Warren Hanna and Peter Folk, to explore one big question: So… what is retirement now? Retirement today isn't a simple finish line. For many, it brings excitement, but also uncertainty. Questions about identity, purpose, money and what life looks like beyond work. In this episode, the team discuss: • Why retirement can feel daunting — even when you're financially prepared • The emotional shift that comes with stepping away from work • The assumptions about retirement that no longer serve us • What decades of experience have taught them about navigating this transition This first episode sets the tone for the series, thoughtful, honest and grounded in great conversation. Whether you're 10–15 years away, transitioning, or already retired, this conversation is designed to help you feel more confident about what's ahead. Because retirement isn't about reaching the end, it's about designing what comes next. And 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.

    27 min
  9. Retirement: The Great Escape Plan

    Season 1 Trailer

    Retirement: The Great Escape Plan

    Welcome to Retirement: The Great Escape Plan, a podcast brought to you by JBS Financial Strategists and designed to help you transition into your next chapter with total confidence. In this series, Jenny Brown, CEO of JBS Financial Strategists and author of Retirement: The Great Escape Plan, goes beyond the pages of her book to create space for the real stories and insights that don't always fit on paper. This information has been provided as general advice only and has been provided without consideration to your financial circumstances, needs or objectives. You should seek advice before making any decisions regarding any financial products. 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.

    2 min

Trailer

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.

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