Shows
The Humans vs Retirement PodcastEp 80 - The 10 Commandments of Retirement with Fritz GilbertWhat really matters in retirement? After the spreadsheets are done, the portfolio’s in place, and the paycheque has stopped, what's left? In this powerful and deeply human conversation, I sit down with Fritz Gilbert, author of Keys to a Successful Retirement and founder of The Retirement Manifesto, to explore the non-financial side of life after work. We dive into the real questions: How do you stay fulfilled? Where do you find purpose? And how do you avoid the emotional pitfalls so many retirees never see coming? Fritz shares his “10 Commandments of Retirement”, a personal code he...2025-05-071h 04
The Humans vs Retirement PodcastEp 79 - What Will I Do All Day? with Patrice JenkinsIn this uplifting and thought-provoking episode, I sit down with Patrice Jenkins, author of What Will I Do All Day?, to explore the real heart of retirement beyond financial plans. Together, we dig into why retirement is not simply about staying busy, but about rediscovering meaning, purpose, identity, and joy. Patrice shares insights from her decades of counseling and interviews with retirees, offering a compassionate, practical guide to navigating the messy, magical transition into post-career life. What You Will Learn Why financial readiness alone doesn’t guarantee a happy retirement. The em...2025-04-251h 04
The Humans vs Retirement PodcastThe Four Phases of Retirement with Dr. Riley MoynesSummary In this powerful and insightful episode, I sit down with Dr. Riley Moynes, author, speaker, and creator of the viral TED Talk on "The Four Phases of Retirement," which has amassed nearly 5 million views. Together, we unpack why retirement is far more of a human problem than a financial one, and why so many retirees struggle despite having "enough" money. Riley shares the emotional, psychological, and personal transitions that retirees face and offers an actionable framework to help listeners navigate their post-work lives more meaningfully. What You Will Learn The Four Phases of Retirement...2025-04-0152 min
Real RetirementEpisode 16: A Financial Advisor’s Guide to Wealth, Lifestyle & Lasting Memories with Dan HaylettIn this episode of The Real Retirement Show, our special guest is Dan Haylett, a UK-based financial partner at TFP Financial Planning. Dan specializes in retirement planning that goes beyond spreadsheets, focusing on the human side of this major life transition. Dan shares his personal journey from a high-pressure career to a fulfilling role where he helps individuals over 50 navigate emotional and behavioral aspects of retirement. We discuss the evolving landscape of retirement, including challenges like redefining purpose, identity, relationships, and spending money. Dan's innovative methods, including sketches and the Humans vs. Retirement podcast, provide valuable insights into breaking...2025-03-3052 min
The Humans vs Retirement PodcastThe Ikigai Way: How to Uncover Your Purpose with David MarlowEpisode Summary In this inspiring and heartfelt episode, I sit down with David Marlow, veteran leader, coach, and author of The Ikigai Way to explore how the ancient Japanese concept of Ikigai can powerfully guide us into a more fulfilling and purposeful retirement. From personal stories of career transitions to uncovering identity after work, David shares how aligning our inner essence with what we do can transform our experience of aging, retirement, and meaning in life. What You’ll Learn What Ikigai really means (beyond the Instagram-friendly Venn diagram) How to align your essence and purpose wit...2025-03-2559 min
Modern Financial WellnessShifting Your Identity and Spending Habits in Retirement with Dan HaylettWelcome to another episode of Modern Financial Wellness, where we dive into the psychology of money to help you feel better about your finances. I'm your host, Jim Grace, CFP®, guiding you through today's discussion on understanding the emotional aspects of financial decisions, especially during retirement.I am thrilled to have Dan Haylett join us today. Dan is a multifaceted financial planner and the head of growth at TFP Financial Planning in the UK. He's also the mastermind behind "Humans versus Retirement," a podcast and content hub for anyone looking to live a retirement filled with purpose a...2025-03-2054 min
The Humans vs Retirement PodcastThe Retirement Mindset Shift with Lindsay TroxellEpisode Summary Retirement isn’t just a financial transition, it’s a psychological and emotional one, too. In this episode of Humans vs. Retirement, I sit down with Lindsay Troxell, a coach and life planner who has been at the forefront of shifting the financial industry’s focus toward a more human-first approach. Lindsay shares powerful insights on mindset, identity, and habits, and why most people unknowingly experience an identity crisis in retirement. Lindsay and I explore how to reshape your beliefs, redefine purpose, and build new habits for a fulfilling second half of life. If...2025-03-151h 07
The Humans vs Retirement PodcastBehaving Your Way to a Better Retirement with Greg DaviesThis is episode 75! And I’m thrilled to introduce my guest today. He is a true pioneer in the field of behavioural finance, Dr. Greg Davies. Greg is the Head of Behavioural Finance at Oxford Risk and has spent his career shaping how we understand investor psychology, financial decision-making, and the emotional complexities that come with managing money—especially in retirement. In this episode, we’ll explore the behavioural traps that retirees often fall into, how to build financial resilience, and why understanding your own psychology is just as important as having a well-structured portfolio. 2025-03-071h 04
The Humans vs Retirement PodcastHow to Build Retirement Intelligence with Bob Laura Bob is a pioneer in the psychology and social science of retirement. He is a five-time best-selling author, nationally syndicated columnist and recognized presenter at retirement conferences across the US. He is the founder of the Retirement Coaches Association, Certified Professional Retirement Coach Designation and Retirement Intelligence Assessment. His work has reached millions of retirement readers through seven books, twelve guides, and over 800 articles. In addition to his own writings, he frequently appears in major business media outlets such as the Wall Street Journal, USA Today, CNBC, MarketWatch, the New York Times, and more. As a for...2025-02-271h 02
The Humans vs Retirement PodcastThe Scarcity Trap: How to Shift to a Prosperity Mindset in Retirement with Leisa PetersonToday I welcome Leisa Peterson to the show, Leisa is the author of The Mindful Millionaire in which she writes brilliantly about overcoming scarcity, experiencing true prosperity and creating the life you really want. Leisa is on a mission to help 1,000,000 people elevate their financial consciousness by realizing their true value and creating greater financial security for themselves. As a money coach, business consultant and spiritual teacher, Leisa host’s the Mindful Millionaire podcast as well as virtual workshops and transformative retreats. Her masterful blend of sound financial strategy and mindfulness training helps peop...2025-02-141h 00
The Humans vs Retirement PodcastLessons & Insights From a REAL Retirement Journey with Julian Hince Summary Welcome to a very special episode 72 of The Humans vs Retirement Podcast… Why is it special I hear you say… Well, its special because it’s a real retirement story and journey as I have a conversation with my wonderful client Julian Hince. Whilst I love bringing expert opinions to you I think nothing hits home and resonates more than a real story of someone who has been through and is living through his own retirement journey. As a bit of background to our conversation, Julian recently retired after a long...2025-01-311h 03
The Humans vs Retirement PodcastHow to Make Better Choices in Retirement with Richard Shotton Summary In this episode I get to chat with author and behavioural scientist, Richard Shotton. Richard specialises in how humans make choices and has written 2 excellent books on this subject, the choice factory and the illusion of choice. He further specialises on applying findings from psychology and behavioural science to how businesses market their services and why consumers buy stuff In this episode, Richard discusses the intersection of behavioural science and marketing, particularly in the context of how people make spending decisions in retirement. He shares insights from his research and experiences, highlighting the...2025-01-251h 02
The Humans vs Retirement PodcastThe Rich Life Mindset with Susan LatremoilleSummary In this episode of The Humans vs Retirement Podcast is get to chat with Susan Latremoille Susan is a certified Retirement Coach (CPRC) and the author of The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management, and co-author – Thriving Throughout Your Retirement Transition. Susan spent over 35 years as a wealth advisor assisting clients to financially plan for their retirement. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non...2025-01-1653 min
The Humans vs Retirement PodcastFinding Purpose in Retirement with Jordan GrumetSummary I had the privilege to sit down with Jordan Grumet, author of the brilliant new book The Purpose Code and host of The Earn & Invest Podcast. In this conversation, Jordan shares his journey from being a physician to discovering the importance of purpose in life, particularly in retirement. He discusses the paradox of purpose, the difference between Big P and Little P Purpose, and how societal expectations can lead to anxiety around finding purpose. Jordan emphasises the need to create and build purpose rather than simply searching for it, and...2025-01-0856 min
Healthy Love and Money128: Financial Clarity and Retirement Reimagined with Dan Haylett“I think people who are retiring now are first-generation retirement rebels.”Dan Haylett joins our host Ed Coambs from across the pond in today’s episode. A sports enthusiast turned investment expert, Dan’s sharing a treasure trove of insights about the power of empathy in the world of financial planning.Dan kicks things off talking about his unique journey from the cricket fields to navigating the complex emotional and psychological aspects of retirement planning. As the host of the top 50 podcast, Humans vs Retirement, Dan explains the need for a hu...2024-12-2650 min
The Humans vs Retirement PodcastReflecting on 2024 and My 5 Big Takeaways! Welcome to a special end of 2024 solo episode of the Humans vs. Retirement podcast! This year there has been 40 episodes of the podcast released and I’m touching on 90,000 downloads, which blows my mind! I have been so lucky to have conversations with amazing guests and the feedback has been so humbling to hear. So, I want to take a moment to thank each and every one of you for joining me on this journey. Whether you’ve tuned in to one episode or every single one, I’m so grateful for your support and the incr...2024-12-1608 min
The Humans vs Retirement PodcastHow to Retire with Christine BenzSummary In this episode, I'm thrilled to welcome back to the show Christine Benz as we delve into her best selling book How to Retire: 20 Lessons For a Happy, Succesful, And Wealthy Retirement. When Christine was a guest on the podcast in ep 36 back in March of this year, her book had not yet been released but we did get a sneak peek into what she had in store for us. Now, having got my hands on a copy and seeing how successful the book has become I wanted to get Christine back on...2024-11-291h 01
The Humans vs Retirement PodcastThe Soul of Wealth with Dr Daniel CrosbySummary In this episode, Dr Daniel Crosby returns to discuss his new book The Soul of Wealth and the concept of soulful wealth, particularly in the context of retirement. He emphasises that money should serve individuals rather than control them, and highlights the importance of relationships and personal growth in achieving happiness. Our conversation explores the PERMA model, which outlines five facets of flourishing: Positive experiences, Engagement, Relationships, Meaning, and Advancement. Daniel stresses the need for intentionality in retirement planning, focusing on non-financial elements that contribute to a fulfilling life. He also discusses...2024-11-2257 min
The Humans vs Retirement PodcastHow Our Nervous Systems Impacts Our Retirement with Sheridan RuthSummary In this episode of the Humans vs Retirement podcast, Sheridan shares her inspirational journey through trauma and healing, emphasising the importance of understanding the nervous system's role in our experiences. Our conversation explores the challenges of modern retirement, likening it to a form of grief, and highlights the need for intentional preparation for this significant life transition. Sheridan and I explore the emotional and psychological aspects of navigating challenges, particularly in the context of retirement and personal growth. We discuss the importance of understanding emotional responses, the necessity of lifelong learning, and the skills...2024-11-1555 min
The Humans vs Retirement PodcastBeyond Your Career with Victoria BarkerSummary In this episode of the Humans vs Retirement podcast, I get to have a great conversation with Victoria Barker, co-founder of Beyond Your Career. Beyond Your Career is a programme led by a skilled team of expert coaches, psychologists and neuropsychologists to help ensure a smooth psychological transition from a demanding career, which includes workshops and insights from world-class experts and a supportive community of peers navigating the same transition. We discuss the challenges of transitioning from demanding careers to retirement, the importance of early planning, and the psychological aspects of identity and purpose. V...2024-11-0856 min
The Humans vs Retirement PodcastHow to Build a Legacy to Die For with Dr Kimberly HarmsAbout Kimberly Dr. Harms helps people understand the importance of showing their love for their families by setting them up for success through comprehensive legacy planning. Dr. Harms has witnessed death up close many times throughout her life. She suffered the loss of her mother and her son to suicide and, eventually, her husband from a broken heart. These events shaped her views on finding meaning in grief, and she set out on a mission to end the stigma around end-of-life planning. As a fourth-quarter coach and international speaker specializing in grief, conflict r...2024-10-2255 min
The Humans vs Retirement Podcast4% and Beyond! The Evolution of Safe Withdrawal Strategies with Bill BengenSummary In this episode of the Humans vs Retirement podcast, I interview Bill Bengen, the pioneer of the 4% safe withdrawal strategy, who shares insights from his extensive research on retirement income strategies. Bill discusses the evolution of the 4% safe withdrawal rate, revealing that the worst-case scenario may now be closer to 5%. He emphasises the importance of diversification, glider path investing, and rebalancing in enhancing withdrawal rates. The conversation also delves into the risks of inflation and the significance of understanding personal inflation rates in retirement planning. Bill concludes with thoughts on...2024-09-2743 min
Planning & Beyond™8. From Advisor to Retiree: Tackling the Challenges of Stepping Away with Dan HaylettText us to share what you found helpful!You plan for your clients’ retirement, but are you planning for yours? In this episode, Dan Haylett helps unpack the unique challenges financial advisors face when planning their own retirement. From building self-sustaining teams to seeking our own financial planners, we share essential strategies to avoid common pitfalls. Beyond the financial aspects, we explore the emotional struggles, such as losing a sense of identity and client connections. Advisors can navigate these challenges by creating new roles and finding purpose in this next chapter.Connect with us below!...2024-09-2637 minPlanning & Beyond™7. Insights for Navigating the Retirement Rebel Revolution with Dan HaylettText us to share what you found helpful!In this episode of Planning and Beyond, we sit down with Dan Haylett, a trailblazer in the world of retirement planning. Together we explore the emotional difficulties of modern day retirement and how advisors can support their clients in being what Dan calls a "retirement rebel.” Dan shares his innovative approaches to helping first-generation retirement rebels, including supporting couples. This episode is a must-listen for financial advisors looking for skills in navigating the emotional challenges that come with planning for pre-retiree and retiree couples. Connect with us bel...2024-09-1239 min
The Humans vs Retirement PodcastHow To Create Your 'Encore Career' with Dr Michelle Prince Summary In today's episode I'm thrilled to get to have conversation with the author of the brilliant book Creating Your Encore Career, Dr Michelle Prince Michelle is a global leadership coach, HR technology advisor, human capital consultant and author. A certified leadership coach since 2006 with a doctorate in management and organizational leadership, she helps professionals and organizations achieve transformational growth. Michelle has over 30 years of corporate HR experience and now runs her consulting firm, MPrince Consulting LLC. An advocate for sustainability and empowering people to thrive, she wrote the book Creating Your Encore Car...2024-09-0659 min
The Humans vs Retirement PodcastThe Three Domains of Freedom with George Kinder Summary Today’s conversation is a first for my podcast in that I welcome back a previous guest! And I couldn't think of having my first repeat guest as anyone better that the brilliant George Kinder! George was previously on the show in episode 20 where we discussed Life planning and how to light the retirement torch. For those that don't know, George is widely regarded as the father of Financial Life planning and a global leading voice in this field. Today's conversation centres around Goerges new book The Three Domains of Freedo...2024-08-2856 min
The Humans vs Retirement PodcastA License To Spend Money In Retirement with Michael Finke Summary Today’s conversation is with retirement investing, income planning and life satisfaction expert, Michael Finke Michael is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He leads the O. Alfred Granum Center for Financial Security at the American College and is a research fellow at the Retirement Income Institute, and a member of the Defined Contribution Institutional Inves...2024-08-1957 min
The Humans vs Retirement PodcastHow to experience TRUE WEALTH in retirement with Ken HondaSummary Money and happiness expert Ken Honda is a bestselling self-development author in Japan, with book sales surpassing eight million copies since 2001. His first English language book, “Happy Money: The Japanese Art of Making Peace With Your Money” (June 2019, Simon & Schuster), is an international bestseller. His new novel is “True Wealth – 9 Lessons From a Grandfather on Happiness and Abundance” (May 14, 2024, Hay House). Learn more at KenHonda.com. In this episode Ken Honda discusses the concept of true wealth, which goes beyond material abundance and includes intangible assets such as trust, bonding, love, and friendship. He emphasizes the i...2024-07-3048 min
The Humans vs Retirement PodcastRepurposing Your Life in Retirement with Suzanne CampiSummary Suzi is a certified co-active coach and has made it her mission to understand the process of personal and professional transitions and the challenges that come with them. She is passionate about working with clients to help see them through and make a pathway for the life the want to experience In our conversation Suzi encourages people planning for or already living in retirement to step back and reflect on who they are and what they truly enjoy, as well as the significance of having a positive attitude and choosing to thrive in retirement. ...2024-07-1252 min
The Humans vs Retirement PodcastThe Overlooked Risk of Regret in Retirement with David BlanchettSummary David is Managing Director, Portfolio Manager, and Head of Retirement Research for PGIM DC Solutions. In this role, he develops solutions to help improve retirement outcomes for investors with a specific focus on defined contribution plans. Prior to joining PGIM he was the Head of Retirement Research for Morningstar Investment Management LLC and before that the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company. In this episode David and I discuss retirement planning and income generation. He emphasizes the importance of understanding the cost of retirement a...2024-07-0256 min
The Humans vs Retirement PodcastHow to find happiness and flourish in your retirement with Dr Andy CopeSummary Today’s conversation is with the Dr of Happiness, Dr Andy Cope. Andy is a wellbeing expert, best-selling author and in his words a recovering academic. He specialises in positive psychology and the science of human flourishing. The reward for grinding out his Loughborough PhD is that he gets to call himself a Dr of Happiness. If you put the cheesy title to one side, Andy believes there has never been a more important time to focus on mental health and wellbeing. He has been described as a ‘wellbeing revolutionary’ and his mission is to change...2024-06-1446 min
The Most Hated F-WordRetirement: A Start Line, Not a Finish Line with Dan HaylettWith Dan Haylett | Director of Growth | Financial Planner | Podcaster
Summary:
In this conversation, Dan and Shaun unravel the common misconceptions about retirement. They share personal experiences and explore how true wealth involves much more than money—it's also about having time, strong social connections, and freedom. They discuss how retirement should be a mix of relaxation, meaningful activities, and personal growth. Dan breaks down retirement into three phases: the active "go-go years," the slower "go-slow years," and the quieter "no-go years," stressing the importance of planning your finances to fit these stages. Dan touches on the challenges of shifting from sa...2024-06-061h 04
The Humans vs Retirement PodcastEmpowering Women To Take Control of Their Retirement with Stephanie McCulloughAbout Stephanie Stephanie founded Sofia Financial in 2011 after 14 years as a financial advisor, with the goal to empower women to make wise financial decisions and reduce their money stress. In her early years she encountered too many women who found finances and investing so intimidating that they either outsourced money decisions to a man in their lives (sometimes with disastrous consequences), or relied on “professionals” who too often focused more on their own paycheck than providing true education and guidance. Financial planning plays into Stephanie’s love of hearing people’s stories, and understanding and explaining complex topics c...2024-05-3158 minThe Humans vs Retirement PodcastRewiring The Way We Think About Retirement with Jamie HopkinsSummary Jamie was a professor at The American College and Director of the New York Life Center for Retirement Income. He is a well-recognized writer, speaker and thought leader in the area of retirement income planning. His most recent book, “Rewirement: Rewiring The Way You Think About Retirement,” details the behavioral finance issues that hold people back from a more financially secure retirement. Jamie’s impact on retirement planning has been well recognized as he has been named as both a top 40 financial services professional under the age of 40 by InvestmentNews and a top 40 young attorney under the ag...2024-05-241h 06The Humans vs Retirement PodcastCreatively Designing a Life that Aligns with Personal Values with Derek HagenSummary Derek Hagen is the founder of Money Health Solutions®️, a financial therapy and life planning firm. Money Health Solutions helps clients live intentionally and mindfully, using money as a tool to support their ideal life. He facilitates financial health by helping clients understand their own money psychology, lowering financial stress, and increasing confidence in financial decisions. Derek also started Meaningful Money Memo, a newsletter about the psychology of money and living a meaningful life, using personal stories and simple drawings to help demystify money for readers. He shares his journey from being a Chartered Fin...2024-05-171h 06
Take Back Retirement90: Guiding Women to a Richer, More Fulfilling Retirement with Dan Haylett“Human beings going into retirement will find every excuse to not spend their money” - Dan Haylett Our hosts Stephanie McCullough and Kevin Gaines sit down with financial advisor Dan Haylett. As the host of the “Humans Vs Retirement” podcast, Dan tells us how he inspires retirees to grab life by the horns and experience true wealth in their later years. Listen in as Dan breaks down the five Fs of retirement, how to find meaning in a post-career life, the importance of asking what it is you’re retiring to rather than...2024-05-1652 min
The Humans vs Retirement PodcastEp 10 of 10 - How To Live A Rapturous Retirement2024-05-0608 min
The Humans vs Retirement PodcastEp 9 of 10 - The 4 Key Factors To Happiness In Retirement2024-05-0507 min
The Humans vs Retirement PodcastEp 8 of 10 - Yes & No Are The 2 Most Powerful Words In Retirement2024-05-0407 min
The Humans vs Retirement PodcastEp 7 of 10 - Give Money With A Warm Heart Not A Cold Hand!2024-05-0308 min
The Humans vs Retirement PodcastEp 6 of 10 - How Are You Going To Spend Your Time In Retirement?2024-05-0209 min
The Humans vs Retirement PodcastEp 5 of 10 - Going From A Savings Habit To A Spending Mindset2024-05-0109 min
The Humans vs Retirement PodcastEp 4 of 10 - How The Japanese Concept of Kanreki Can Teach Us Valuable Retirement Lessons2024-04-3013 min
The Humans vs Retirement PodcastEp 3 of 10 - The Human Quirk of Relative & Absolute Outcomes2024-04-2909 min
The Humans vs Retirement PodcastEp 2 of 10 - Looking at The Harvard 85 Year Study To Determine What makes A Happy Retirement2024-04-2807 min
The Humans vs Retirement PodcastEp 1 of 10 - Embracing Uncertainty2024-04-2707 min
The Humans vs Retirement PodcastWelcome to my daily 10 episode retirement mini series!2024-04-2603 min
The Humans vs Retirement PodcastHumans Vs Retirement is 1 Year Old - Thank You!2024-04-1204 min
The Humans vs Retirement PodcastDon't Retire... Graduate! with Eric BrotmanSummary Eric is the founder and CEO of BFG Financial Advisors a large financial planning business in Baltimore, USA that specialises in retirement planning. As well a writing his book Eric hosts a podcast by the same name and id a regular contributor to forbes.com and Sunday morning TV in Baltimore In this conversation Eric and I discuss the concept of retirement as a graduation and the need to redefine retirement as an opportunity for growth and exploration. Eric highlights the significance of having an abundance mindset and being open to reinventing...2024-04-051h 00
The Humans vs Retirement PodcastNavigating Money and Relationships in Retirement with Ed CoambsSummary In this episode, Ed Coambs, a financial planner, and therapist, discusses the challenges couples face in managing money and planning for retirement. He shares his personal journey from being a firefighter to becoming a financial planner and therapist. Ed emphasizes the importance of understanding one's own relationship with money and how it impacts relationships. He introduces the concept of financial intimacy and explains how it can help couples navigate the complexities of retirement planning. Ed also highlights the role of attachment theory in understanding couples' dynamics around money. In this conversation, Ed and I...2024-03-2956 min
Analog AdvisorFinding Purpose and Authenticity in Retirement with Dan HaylettHow can you stitch together a fulfilling life in retirement when you lose the identity and social connections that came with your career? Wes Brown and Dr. Sonya Lutter sit down with financial advisor Dan Haylett to talk about exercises for a confident transition.Dan shares his philosophy of helping clients transition to retirement by prioritizing purpose, identity, and meaningful time spent. Tune in to learn about the exercises he uses to help clients explore finding new purpose and living authentically according to their values in the next stage of life.Send us a text2024-03-281h 02
The Humans vs Retirement PodcastThe Money Sandwich: Balancing Adult Children, Aging Parents, and Retirement with Marc BinehamSummary Have you ever herd of ‘the sandwich generation’? Are you part of it? And if so, what challenges does it bring to your retirement? Well. In this episode I get to have a conversation with a guy that has literally wrote the book on the subject! Mark Bineham is one of Australia’s top keynote speakers on retirement and the award-winning author of 'The Money Sandwich”. Mark’s goal has always been to help people live their very best life through positive mindset, promoting well-being and simply achieving financial freedom that much...2024-03-221h 00
Talking Billions with Bogumil BaranowskiDan Haylett: Humans vs. Retirement, Becoming a Retirement Rebel, and Getting Over the Fear of Running Out of MoneyMy guest today is Dan Haylett (the host of the #1 Retirement Podcast in the UK). Dan’s ‘pull back the duvet every morning’ purpose is to help his clients spend their time and money on what’s truly important.
His passion for understanding and learning about the emotional, behavioral, and financial challenges of life after work makes him a true specialist in helping clients have the freedom and confidence to take advantage of their ‘window of spending opportunity’ and live their best life.
He likes golf, reading, coffee, and getting up at 5am; he doesn’t like oysters, arsenal, big egos, and Croc...2024-03-181h 08
The Humans vs Retirement PodcastHow to Live a Regret Free Retirement with Christine BenzSummary Christine is director of personal finance and retirement planning for Morningstar, Inc. In that role, she focuses on retirement and portfolio planning for individual investors. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance. and I was honoured to be asked to be a guest on last year (link in the show notes). She is a prolific writer and her published Morningstar articles are must reads for anyone interested in retirement planning. In this episode, Christine and I cover a lot o...2024-03-1557 min
The Humans vs Retirement PodcastHow Much Money Do You Need For The Rest Of Your Life with Paul ArmsonSummary Paul is the founder of Inspiring Advisers, a lifestyle financial planning training programme and Life Centred Planners, a fast-growing global community of advisers from around the world who believe that it is time to put the client and not their money at the centre of their plans. Paul is also the author of the brilliant book Enough?: How much money do you need for the rest of your life. A book that we give out to for free and has had such an impact on many of our clients. Paul began life as a financial planner b...2024-03-081h 00
The Humans vs Retirement PodcastEmbracing a "Second Childhood" in Retirement with Jonathan ClementsSummary Jonathan Clements is the founder and editor of Humble Dollar and brilliant free blog site that is dedicated to providing articles, guides and resources from some of the greatest thinkers in the world of finance. The goal of Humble Dollar is to tell you everything you need to know about money – all in one place without the hype and hollow promises that characterises so much financial writing. Jonathan was born and educated in England before moving to the states and prior to semi-retiring and launching humble dollar in 2014, Jonathan spent almost 20 years as The Wa...2024-03-0157 min
The Humans vs Retirement PodcastThe Power of Giving: How Retirees Can Help Combat Climate Change with Jack ChellmanSummary In this episode of The Humans vs Retirement Podcast, I sit down with Jack Chellman, Chief Project Officer of the Global Returns Project a UK charity that is on a mission to create systemic change to fund the highest impact climate charities and make giving toward climate change as easy and accessible as possible. Jack and I discuss how charitable giving could and maybe should form part of every retirement plan. Jack also dispels many myths about giving and explains how the Global Returns Project makes charitable giving easy and transparent by selecting high-impact...2024-02-2355 min
The Humans vs Retirement PodcastHow To Have An Epic Retirement with Bec WilsonSummary In this episode, I get to have a great conversation with Bec Wilson, author of 'How to Have an Epic Retirement,' to discuss the key themes and pillars of retirement planning. Bec shares her journey into the retirement space and the inspiration behind her book. We discuss the importance of understanding lifespan and healthspan, as well as the financial confidence needed for retirement. Bec emphasizes the need for proactive health management and the role of exercise and diet in healthy aging. The conversation highlights the interconnectedness of time, money, and health in creating an epic...2024-02-161h 10
The Humans vs Retirement PodcastAn Evidence-Based and Academic Approach to Retirement Planning with David JonesSummary In this episode, I get to sit down with David Jones from Dimensional about evidence-based investing and retirement planning. We discuss the challenges of the retirement transition, the importance of social connections, and the role of financial planning in retirement. We also explore the fear of spending money in retirement and the benefits of intergenerational wealth. Our conversation concludes with a discussion on the Japanese concepts of Kanreki and Ikigai in retirement and the secret of evidence-based investing. Takeaways Retirement transition can be challenging, and it is important to have a clear financial...2024-02-091h 17
The Humans vs Retirement PodcastAge Well and Feel Great: Optimise Your Age and Live Strong in Your Second Half with Al LymanSummary Al Lyman discusses the importance of health and quality of life in retirement. He emphasizes the difference between lifespan and healthspan, highlighting the need to focus on the quality of years rather than just the number of years lived. Al shares personal anecdotes about his mother's health struggles and the impact it had on her and her family. He provides practical steps for boosting energy and health in retirement, including focusing on real food, reducing sugar intake, and incorporating exercise. Al also addresses the importance of strength training, maintaining muscle mass, and the enjoyment and achievement...2024-02-021h 03
The Humans vs Retirement PodcastThe Importance of Addressing Your "Money Scripts" in Retirement with Sonya LutterSummary In this episode, Sonya Lutter discusses the intersection of financial wellbeing and mental health in retirement. She emphasises the importance of addressing money scripts and financial behaviours, as well as aligning spending with values in retirement. Sonia also explores the challenges that arise in marriage and relationships during retirement and highlights the significance of purpose in leading a happy and fulfilling retirement. Additionally, she discusses the value of working with a financial advisor in achieving financial satisfaction and relationship satisfaction in retirement. In this episode, Dan and Sonia discuss the key to happiness in retirement and...2024-01-2652 min
The Humans vs Retirement PodcastThe Power of Building Social Networks in Retirement with Lee RobertsonSummary Lee Robertson, a former financial planner and co-founder of Octo Members, shares insights on the challenges and changes in retirement over the years. He emphasises the importance of planning for retirement, not just financially but also in terms of filling one's day and pursuing passions. Lee discusses the shift from traditional final salary (DB) pensions to defined contribution plans and the need for individuals to navigate retirement on their own. He encourages people to focus on creating memory dividends and living a fulfilled retirement. Lee also shares his personal journey of stepping away from a successful...2024-01-1952 min
HUM Curated PodcastsDan Haylett: Retirement Planning = Life Planning Podcast: The Long View (LS 55 · TOP 0.5% what is this?)Episode: Dan Haylett: Retirement Planning = Life PlanningPub date: 2023-12-05Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationOur guest on the podcast today is Dan Haylett. Dan is a financial planner and head of growth for TFP Financial Planning based in the United Kingdom. Dan focuses on financial planning, retirement planning, and life planning for people over age 50. He also hosts a podcast called The Humans vs. Retirement that is centered on the behavioral aspects of ret...2024-01-0953 min
The Long ViewDan Haylett: Retirement Planning = Life PlanningOur guest on the podcast today is Dan Haylett. Dan is a financial planner and head of growth for TFP Financial Planning based in the United Kingdom. Dan focuses on financial planning, retirement planning, and life planning for people over age 50. He also hosts a podcast called The Humans vs. Retirement that is centered on the behavioral aspects of retirement. Prior to joining TFP, Dan occupied several positions in the asset-management industry.BackgroundBioTFP Financial PlanningThe Humans vs. Retirement podcastRetirement“How to Become a ‘Reti...2023-12-0553 min
The Humans vs Retirement PodcastReflecting On Season 2: What it Means To Be a Retirement Rebel with Me Dan HaylettThis is the 27th and final episode of season 2 of the Humans vs Retirement podcast As I reflect on the past four months I just want to say a massive thank you to everyone of you that continuies to tune in to the show week after week. The growth of the listnership has been mindblowing and the feedback I'm getting shows the impact that these conversations are having and that is truly humbling! In this solo episdoe I share five personal takeaways from the season's conversations, including the importance of embracing change and growth, social...2023-11-2413 min
The Humans vs Retirement Podcast6 weeks into his retirement! An inspirational real retirement story with Neil JonesSummary In this episode of the Humans vs Retirement podcast, I’m so fortunate to be able to have a conversation with my wonderful and newly retired client, Neil Jones. Neil graciously shares his first-hand experiences and challenges in planning his retirement as well as his career story and how he began to think seriously about what life after work would look like. We discuss how important planning and preparation was for Neil, as well as the emotional and psychological adjustments that he has had to make and continues to work through. This episode provides a first-hand pe...2023-11-1748 min
The Humans vs Retirement PodcastBold Not Old: Embrace Your Entrepreneur Spirit in Retirement with Wallis PattisonnSummary Wallis is an authority on how to be an ageing entrepreneur. She is a speaker, and author and is intent on disrupting the accepted norm around what is possible as we age. Wallis is different to most people her age, she is straightforward, quirky and has an attitude of let’s give it a try. She is the founder of Bold Not Old, a platform for education and self-awareness for ‘The Silver Economy’ and CEO and editor-in-chief of Empowering Boldness a bi-monthly magazine. Her passion is to challenge those who are 55+ to get out of the...2023-11-1055 min
The Humans vs Retirement PodcastHealth & Wealth Are Two Sides of The Same Coin with Dr Phil PearlmanSummary Dr Phil Pearlman is the founder of The Pearl Institute, a teacher by nature and expert in the areas of personal health and effective processes of change. Phil set out on his own health journey after spending years neglecting his wellbeing and happiness and emerged thriving and eager to help others. From that he created The Pearl Institute and has dedicated his life to helping people optimize their wellbeing. That’s his calling! He is the author of The Primecuts Newsletter, which focuses on cultivating a healthy lifestyle and mindset through the po...2023-11-031h 05
The Humans vs Retirement PodcastBe a Retirement Rebel and Live Your Victory Lap Retirement with Mike DrakSummary Mike Drak is a retirement lifestyle expert and renowned author. He is the author of three books: "Longevity Lifestyle by Design," "Victory Lap Retirement," and "Retirement, Heaven and Hell." With his expertise in retirement lifestyle design, Mike has become a go-to expert for high-profile blogs and organizations. He is also a contributor to the digital media hub called Booming Encore. Mike emphasises the non-financial aspects of retirement and the importance of finding purpose and meaningful activities in retirement. His personal story of struggling with retirement shock adds to his credibility and understanding of the challenges faced...2023-10-2757 min
The Humans vs Retirement PodcastThe Yin and Yang of Retirement: Balancing Financial Security with Personal Fulfilment with Lyle Sussman and David DubofskySummary Dr Lyle Sussman is the former Chairman and Professor of Management and Entrepreneurship, University of Louisville, and Professor Emeritus. Aside from 65 scholarly articles, he is a bestselling business author with more than 1,000,000 copies of his books in print in 15 languages. Excerpts of his books have appeared in Harvard Business Review Updates, Savvy, Bottom Line Reports, Working Woman, Inc., Success, Executive Book Summaries, Investor’s Daily, CNN, American Banker, US Air In Flight Audio, and hundreds of management blogs. He has spoken to more than 100,000 people and consulted around the world for both the private and public se...2023-10-201h 08
The Humans vs Retirement PodcastSleeping Your Way to a Vibrant Retirement: The Science & Strategies for Optimal Sleep with Frances TaylorSummary Frances Taylor is known as “The Sleep Fixer” and is a wellbeing expert supporting business leaders, managers and teams to build personal and organisational resilience. Frances says that “sleep is the Cinderella of Good Health. People knew about diet and exercise but take sleep for granted – until that is, they wake up to the fact that they aren’t getting enough”. She has distilled all her experience and learning to create powerful science-backed programmes that show people how to sleep well, work well and live well. Frances is a Trustee and Fellow of...2023-10-1357 min
The Humans vs Retirement PodcastHow to Light Your Retirement Torch with The Father of Life Planning, George KinderSummary Author, international thought leader, and life-planning pioneer George Kinder has been at the forefront of the financial services industry for more than 35 years, spearheading a movement to put the lives that clients desire to live at the centre of their financial plans. Through books, workshops, and speaking engagements, George has trained thousands of professionals globally in the field of financial life planning. After 30 years as a practicing financial planner and tax adviser, he founded the Kinder Institute of Life Planning in 2003. His three books on money, The Seven Stages of Money Maturity (1999), Lighting the Torch (2006), and Life...2023-10-0653 min
The Humans vs Retirement PodcastShifting the Retirement Mindset to "Think, Feel, Do" with Ross MarinoSummary Ross Marino is the founder of Transitus Wealth Partners and the founder & CEO of Advisor 2X which organises and hosts global leading human first financial conferences such as SHIFT. He is a passionate advocate for Human-First Financial Guidance and author of the brilliant book Shaping Change: How To Respond When Life Disrupts Your Retirement Plan. He is a Certified Financial Transitionist and a key member of the Sudden Money Institute. In this episode Ross and I discuss the importance of flexibility, adaptability, and resilience in retirement and reveal how these qualities are crucial because...2023-09-2947 min
The Humans vs Retirement PodcastExploring the Power of ‘Your Future Self’ in Retirement with Hal HershfieldSummary Hal Hershfield is a Professor of Marketing, Behavioural Decision Making, and Psychology at UCLA’s Anderson School of Management and holds the UCLA Anderson Board of Advisors Term Chair in Management. He is also the author of the recently released best-selling book Your Future Self: How to Make Tomorrow Better Today His research, which sits at the intersection of psychology and economics, examines the ways we can improve our long-term decisions. He earned his PhD in psychology from Stanford University. Hershfield publishes in top academic journals and contributes op-eds to the New Yo...2023-09-2255 min
The Humans vs Retirement PodcastPreventing Cognitive Decline: Practical Tips for a Sharp and Healthy Brain in Retirement with Dr Moira SomersSummary Dr Moira Somers is the founder of Money, Mind and Meaning, a renowned psychologist, neuroscientist, and family wealth consultant that specialises in the psychology of money. She is a faculty member at the Ultra High Net Worth Institute and at the Sudden Money Institute and leads the Financial Psychology Special Interest Group for the American Psychological Association. In this episode Moria and I discuss a number of key challenges when it comes navigating the complexities of life after work and in particular i tap into Moira’s neuroscience background to talk about cognitive decline an...2023-09-1557 min
The Humans vs Retirement PodcastEmbracing Triumph, Transition, and Transformation For a Vibrant Retirement with Dr. Preston CherrySummary & About Guest Dr. Preston Cherry is the Founder & President of Concurrent Financial Planning, Head of the Financial Planning Program, and Director of the Charles Schwab Centre for Personal Financial Planning at the UW – Green Bay. Preston specializes in empowering individuals to share stories that inform their financial resources and life’s design to achieve financial wellness and freedom that cultivates life wholeness. Preston has been cited by the New York Times, Forbes, the Wall Street Journal, CNBC, and Yahoo Finance. He is an Investopedia 100 Top Financial Advisor, 2022 ThinkAdvisor LUMINARY Finalist, WealthManagement.com Ten to Watch in 2023, Pres...2023-09-0853 min
The Humans vs Retirement PodcastExploring Retirement Income Styles and Strategies with Wade PfauSummary Wade Pfau is the founder of Retirement Researcher and Professor of Retirement Income at the American College of Financial Services. He is one of the world's leading experts on retirement income strategies and actively researches and publishes his findings in prestigious journals and media outlets in the United States. He is also a published researcher and author. With his extensive knowledge and expertise in retirement income, Wade has established himself as a trusted authority in the field. His work and contributions have greatly influenced the understanding and implementation of retirement income strategies, making him a highly...2023-09-0151 min
The Humans vs Retirement PodcastThe Power of Social Connections and Flow in Retirement with Dr. Jordan HutchinsonSummary & About Guest Dr. Jordan Hutchison is VP of Technology for RFG Advisory in the USA and an expert in flow theory. adjunct instructor in Behavioral Finance for Kaplan’s College for Financial Planning. Jordan holds multiple industry certifications, a master's in financial planning, and a doctorate in business administration, specifically in behavioral science and positive psychology. In this episode we discuss the importance of social connections and relationships in the retirement transition, as well as the concept of flow and its connection to identity shifts. Jordan shares insights from his research and st...2023-08-2553 min
The Humans vs Retirement PodcastHow To Rock Retirement with Roger WhitneySummary Roger is a renowned retirement podcaster, blogger, educator, and planner. With over 8 million downloads and 475 episodes of The Retirement Answer Man show under his belt, and his brilliant community-based Rock Retirement Club he has truly made a mark in the retirement space. We delved into the emotional and behavioural challenges of retirement, discussing how we, as humans, are simply not wired to take on this new phase of life without some battle scars. One of the key topics we explored was the "paycheck anxiety" that many individuals face when transitioning into retirement...2023-08-1855 min
The Humans vs Retirement PodcastReflecting on season 1: key insights for a happy, healthy, and wealthy retirement with host Dan HaylettSummary In the final episode of season one, I’m flying solo to try and distil, summarise, and cover the key points from the previous 11 amazing episodes of the Humans vs Retirement podcast. I can’t express my gratitude to you the listeners enough and I’m so excited for season two, which will launch after a four-to-five-week break. Join me as I reflect on the amazing conversations and insights gained from exploring the behavioural, emotional, and financial challenges of life after work. What You’ll Learn The listener will learn about Finding...2023-07-0339 min
The Humans vs Retirement PodcastLessons and experiences through the lens of a real-life retirement journey with Andy MurphySummary In this episode of the Humans vs Retirement podcast, I’m so fortunate to be able to have a conversation with my client and good friend, Andy Murphy, to hear about his experiences and challenges in retirement. Andy shares his career story and how he began to think seriously about retirement. We discuss how important planning and preparation was for Andy, as well as the emotional and psychological adjustments that he has had to make and continues to work through. This episode provides a first-hand perspective on the realities of life after work and offers valuable in...2023-06-2653 min
The Humans vs Retirement PodcastRetirement is a flawed concept with Carl RichardsSummary In this episode I get to have a brilliant conversation with bestselling author, New York Times columnist and founder of The Behaviour Gap Carl Richards. Carl is internationally renowned for his ability to explain complex financial concepts in an easy-to-understand manner through his sketches and books. We discuss the importance of real financial planning, and the challenges people face in retirement. Carl shares his insights and experiences on how to overcome the behavioural, emotional, and financial challenges of life after work. This episode provides valuable advice and inspiration for anyone navigating retirement planning. What...2023-06-1953 min
The Humans vs Retirement PodcastHow to not fade away but thrive in retirement with Celia DoddSummary In this episode of the Humans vs Retirement podcast, I get to have a great conversation with journalist and author Celia Dodd about her book "Not Fade Away: How to Thrive in Retirement". The conversation focuses on the emotional challenges of retirement and offers practical examples of real people who have gone through retirement that Celia spent time with when writing the book. Celia shares her expertise and research on the retirement, offering insight and advice for those looking to live a happy, healthy, and wealthy retirement. I encourage everyone to check out Celia’s book wi...2023-06-1251 min
The Humans vs Retirement PodcastNavigating the Changing Relationship with Your Spouse in Retirement with Ashley QuammeSummary In this episode of the Humans vs Retirement podcast, I get to have a great conversation with licensed marriage and family therapist and financial behavioural specialist, Ashley Quamme, about the challenges of communicating effectively with your spouse during retirement. We discuss how the changing relationship dynamic can affect retirement planning and offer tips for maintaining a healthy relationship during this new phase of life. Ashley also gives a brief rundown of her career and how she transitioned from marriage and family therapy to financial behavioural specialist. What You’ll Learn The listener wi...2023-06-0546 min
The Humans vs Retirement PodcastRetirement should not be viewed as the third and final phase of life with Dr Thomas MatherSummary In this episode of the Humans vs Retirement podcast, I have a great conversation with Dr Thomas Mather, Head of the Centre for Behavioural Research for Aegon UK, about the emotional and behavioural challenges retirees face. Tom shares his expertise and research into the specifics around connecting and empathising with your future self and how we must challenge the narrative that retirement is the natural last phase of life. Dan & Tom discuss the importance of research in understanding these challenges and strategies to help individuals live a happy, healthy & wealthy retirement. What You’ll Le...2023-05-2959 min
The Humans vs Retirement PodcastThe four anchors of retirement well-being with Pauline Johnson-ZielonkaSummary In this episode of the Humans vs Retirement podcast, Dan is joined by author, workplace psychologist and founder of Retirement Life Plan, Pauline Johnson-Zielonka, to discuss our brain's battle with retirement. Polly, who has a PhD in human and organisational systems and a background in industrial psychology, shares her knowledge and approach to understanding retirement by drawing from positive psychology, social psychology, and industrial psychology. Together, Dan and Polly explore ways to help listeners overcome the behavioural, emotional, and financial challenges of life after work. What You’ll Learn The listener will le...2023-05-2244 min
The Humans vs Retirement PodcastHow to fund your contentment in retirement with Brian PortnoySummary In this episode of the Human vs Retirement podcast, Dan interviews author and behavioural finance expert Brian Portnoy. Brian is an expert in simplifying the complex world of money, and they delve into his book "The Geometry of Wealth." Throughout the episode, Brian shares insights from his years of experience coaching and mentoring people on financial wellness, offering tips and wisdom on how to overcome the behavioural, emotional, and financial challenges of retirement and specifically delves into his contentment framework of the 4 C’s. What You’ll Learn The listener will learn abou...2023-05-1547 min
The Humans vs Retirement PodcastDispelling the myths around spending your money in retirement with Abraham OkusanyaSummary In this episode of the Human vs Retirement podcast, Dan interviews author and fintech founder Abraham Okusanya. Abraham is the founder and CEO of Timeline, a technology platform designed to help retirees invest and spend with confidence, and author of Beyond the 4% Rule. Dan and Abraham discuss the obstacle of spending money with freedom in retirement, and how retirees are on the whole far too conservative when it comes to spending their savings, particually during their best years. What You'll Learn The listener will learn about retirement planning, including overcoming behavioural, emotional, a...2023-05-0843 min
Between Now and SuccessDan Haylett on Defining, Building Out, and Delivering Human-Focused Financial PlanningGuest: Dan Haylett, Director, Head of Growth & Financial Planner at TFP Financial Planning in Essex, England. In a Nutshell: My business partner, Mitch Anthony, calls it "Life-Centered Financial Planning." Dan Haylett's firm uses the term "human-focused financial planning." However you describe the process, the fundamentals are the same: a growing movement of financial advisors putting people first and prioritizing the relationships they build with their clients over time. On today's show, Dan and I discuss what that level of personalized service looks like, how it's priced, and how he's built a team to support every client on...2023-05-0253 min
The Humans vs Retirement PodcastThe Psychology Behind Spending Money in Retirement with Dr Joy LereSummary In this episode of the Human vs Retirement podcast, Dan explores the psychology behind spending money in retirement with licensed clinical psychologist and co-founder of Shaping Wealth, Dr. Joy Leary. Joy shares her journey from the clinical couch to the world of money and provides valuable insights on how our mindset affects our spending habits during retirement. Together, they discuss the behavioural and emotional challenges of life after work and draw on years of expertise and experience to offer practical and thoughtful solutions. Tune in for an insightful conversation on the psychological impacts of spending money...2023-05-0147 min
The Humans vs Retirement PodcastHow our money can make us truly ‘wealthy’ in retirement with Dr Daniel CrosbySummary In this episode of the Human vs Retirement podcast, Dan is joined by Dr Daniel Crosby, Chief Behaviour Officer at Orion Advisor Solutions, a clinical psychologist, behavioural finance expert, and New York Times best-selling author. In their discussion, Dr Crosby shares his journey from clinical psychology to finance and the behavioural challenges individuals face in retirement. They delve into the power of habits, the role of social connections, and the importance of understanding one's values when planning for retirement. Tune in for this insightful conversation on overcoming the behavioural, emotional, and financial challenges of retirement. 2023-04-2445 min
The Humans vs Retirement PodcastHappiness, Fulfilment & Contentment in Retirement with Neil BageIn this episode of the Humans vs Retirement podcast, Dan is joined by Neil Bage, co-founder of Shaping Wealth, to discuss the subconscious behaviours that drive decision making in retirement. As a renowned expert in bridging scientific theory with real world understanding, Neil offers valuable insights into understanding and overcoming behavioural and emotional challenges of retirement. Together, Dan and Neil examine the intersection of the behavioural, emotional, and financial challenges that retirees often face and offer practical advice for achieving a happy, healthy, and wealthy retirement. What You’ll Learn The li...2023-04-1745 min
The Humans vs Retirement PodcastPremiere Episode - Introducing The Humans vs Retirement Podcast!When it comes to retirement, many waste precious time by letting their emotions and behaviours overtake their dreams and desires. As humans we are not wired for all that comes with a modern retirement and are in a battle to ensure their life after work gives them freedom and joy. Each episode of The Humans vs Retirement Podcast contains expert opinions and real retirement stories that look at the emotional, behavioural and financial challenges of life after work, which will give you tools and tips to live a happy, healthy and wealthy retirement.2023-03-0301 min
First, Focus - A Financial Services PodcastE12: Dan HaylettWelcome back to the 12th episode of First, Focus, a podcast dedicated to helping financial services businesses reach success through digital and content. In this latest episode, Lee Robertson, CEO of Octo Members and Adviser to the Board at ClientsFirst, speaks to Dan Haylett, Head of Growth for TFP Financial Planning.
2023-02-0819 min
NextGen PlannersThe Power of Anti-Goals with Dan HaylettIn this episode, Dan G chats with Dan Haylett from TFP Financial Planning. Here, they discuss the power of human-focused financial planning and what proper financial planning is, how to use anti-goals with clients, behavioural finance and much more! Join our community: www.nextgenplanners.co.uk 2022-12-0946 min
Adviser 3.0: The PodcastEp 36 - Dan Haylett joins Abraham as our next guest, discussing his move from investment management to financial planning, and why it is so difficult to make that jump, insight into joining TFP & moreDan Haylett joins Abraham as our next guest, having an insightful conversation on:
His move from investment management to financial planning, and why it is so difficult to make that jump
Insight into how he joined TFP and what enabled his transition
Where the business is today and the transformation over the past few years
Where the real value lies in financial planning
Dan’s thoughts on client charges and fixed fees
Where the business is headed, and the direction it may take in the years to come
2022-07-1345 min
The Innovating Advice ShowFees and Services: From Traditional AUM to Flat Fees, Part II with Dan HaylettI’m joined once again by Dan Haylett, a Life Centered Financial Planner at TFP Financial Planning in the UK. Dan was first on episode 52 where we took a deep dive into how TFP has structured their fees and service offerings, moving from traditional percentage charges to flat fees. In this episode, Dan shares how they took clients on the journey to the new fee and service models, including the conversations with clients where fees both went up and went down and advice for those looking to make a similar transition in their business. Dan al...2020-09-1500 min