Episode Summary:
Join host Sam Sivarajan in this compelling episode of The Future-Ready Advisor, featuring Adam Chapman, a pioneer in retirement planning and founder of Yes Money. Discover Chapman’s revolutionary approach that encourages retirees to spend intelligently, ensuring a balanced and fulfilling retirement.
Key quote from the episode:
"It's about changing a lifetime of habits of saving versus spending." [7:28]
Topics discussed in this episode:
- The Innovative Spending-Focused Approach to Retirement [1:49]
- How Ensemble Teams Transform Financial Advising [2:22]
- Tackling the Decumulation Paradox in Retirement Planning [7:28]
- The Role of Trust and Deep Understanding in Financial Advice [12:09]
- Psychological Aspects and Behavioral Finance in Retirement Spending [22:06]
Resources mentioned in this episode:
Episode transcript:
Check out the transcript for the full conversation with Adam Chapman.
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