Scoop has an Ethical Paywall
Work smarter with a Pro licence Learn More

Art & Entertainment | Book Reviews | Education | Entertainment Video | Health | Lifestyle | Sport | Sport Video | Search


Leading world expert in retirement visits NZ

Leading world expert in retirement visits New Zealand to launch book for New Zealand pre and post retirees.

Barry LaValley is a leading Canadian educator, expert in retirement and author of the book: ‘So you think you are ready to retire’. After successfully launching his book in North-America (2014) and Australia (2016), LaValley has co-written a new edition with financial advisory firm Cambridge Partners, specifically aimed at a New Zealand audience.

The book prepares New Zealanders for retirement and helps ageing boomers clarify their vision for the future. ‘So you think you are ready to retire’, is the result of 30 years of working in the field of retirement, psychology and transition issues faced by pre and post retirees around the world. It includes personal global stories from retirees and thought provoking exercises for the reader. LaValley has combined an understanding of retirees and what they are going through with the research that is available in the social sciences. His approach is adopted by people and corporations all over the world. His list of clients has included several major financial institutions in both Canada and the U.S. He has served as Special Consultant on Retirement for The Scotiabank Group of companies.

From LaValley’s experience, retirement is more of an emotional issue than a financial one. “Retirement has changed greatly in a generation with the retirement period increasing from 10 to 30 years. This means the perception of retirement has gone from a ‘long deserved holiday’ into a second life,” LaValley says. “I wrote this book because I know what helps people moving into retirement and I can guide them with common misconceptions and pitfalls.”

Advertisement - scroll to continue reading

Are you getting our free newsletter?

Subscribe to Scoop’s 'The Catch Up' our free weekly newsletter sent to your inbox every Monday with stories from across our network.

Some insights from the book:

• Many retirees suffer from stress after retirement. Three major stresses are health, relationships and financial security.

• There are six to eight distinct phases in retirement. The honeymoon phase is the first three years and people tend to spend a lot of money. When retirement routine kicks in, paired with physical limitation, retirees hit the disenchantment phase. Some people will get to the final contentment phase, but some won’t.

• People think retirement happiness is directly tied to financial resources. In fact, good relationships and health are the biggest keys to a successful retirement.

• Men and women envision retirement and life after retirement differently. 38% of the men want to spend more time with their spouse after retirement in contrast to 9% of women.

• New Zealand is a great place to be an older worker, enabling people to phase their way into retirement. This country already has significantly higher labour force participation rates among older workers relative to other countries such as the US or Australia, ranked second in the OECD behind only Iceland for employment participation in the 55-64-year age bracket. New Zealand has one of the most generous pension systems in the world and the largest basic pension in the OECD relative to incomes (OECD, 2015).

The book will be launched on 17 October in Christchurch at the Christchurch Art Gallery, 5.30pm. Media are invited to this event.

Barry is in New Zealand (Christchurch and Auckland) from October 16-19. He is happy to talk to media about the other side of retirement and why being financially prepared isn’t enough.

For more about Barry:

‘So you think you are ready to retire’ is available at, $39.99.

Cambridge Partners is the result of a recent merger between Bradley Nuttall and IQ2 Private Wealth, making it one of New Zealand’s largest independent financial advisory firms. Cambridge Partners is one of only a few DIMS (discretionary investment management service) licensed firms in NZ which also holds the prestigious Centre for Fiduciary Excellence (CEFEX) certification for global best practice standards in investment management.

© Scoop Media

Advertisement - scroll to continue reading
Culture Headlines | Health Headlines | Education Headlines



  • Wellington
  • Christchurch
  • Auckland

Join Our Free Newsletter

Subscribe to Scoop’s 'The Catch Up' our free weekly newsletter sent to your inbox every Monday with stories from across our network.