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Dan Haylett
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Catching Up to FI
Why Your Financial Plan Will Fail (It's Not the Math) | Dan Haylett | 192
Dan Haylett gives us a late-starter masterclass on why retirement is a human problem long before it's a math problem. Dan is a UK financial planner, creator of 'Humans vs Retirement' podcast, and author of 'The Retirement You Didn't See Coming'. He walks us through how that outdated 'retire from work and fade away' script clashes with modern 50- and 60-somethings who still have health, curiosity, and huge ambitions. In this episode he also: Reframes risk as the possibility of dying with plenty of money but too few memories Unpacks why spreadsheets never quite make us feel safe...
2026-01-25
1h 13
The Retirement Wisdom Podcast
The Retirement You Didn’t See Coming – Dan Haylett
Are you graduating from the grind in 2026? You could go it alone and wing it. But here’s what one participant said about our small group coaching program: “It was fantastic! I got to work with other people and share ideas with others on what retirement could be. It gave me clarity and confidence.” New groups are starting on January 22 & 23. Let’s go. Learn more Join us “Challenged me to get out of the starting blocks and far down the path of really thinking
2026-01-05
29 min
Modern Financial Wellness
The Human Side of Retirement and How to Truly Thrive in Your Next Chapter with Dan Haylett
Hey everyone, welcome back to Modern Financial Wellness! I’m Jim Grace, your host, and I’m excited for this week’s episode, where we’re diving deep into the human side of retirement. Retirement is a huge milestone, but as many are beginning to realize, it’s about so much more than just making the numbers work. Today, we’ll unpack the emotional, psychological, and deeply personal challenges—and opportunities—that this major transition brings.My guest this episode is Dan Haylett, retirement coach, financial planner, keynote speaker, creator of the “Humans vs Retirement” platform, and now an author! Dan’s...
2025-12-04
50 min
Earn & Invest
684. A Human First Retirement w/ Dan Haylett
We chat with dan Haylett about what it means to plan a human first retirement. Too often, we get the math right but the psychology wrong. How do we have a happy retirement? Dan's new book: The Retirement You Didn’t See Coming. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-24
54 min
The Humans vs Retirement Podcast
S6 Ep 98 - The New Rules of Retirement
In the season finale, I tear up the traditional retirement rulebook and replace it with a bold, human, and rebellious manifesto for the second half of life. The old rules — work 40 years, aim for "enough," play it safe, slow down — were never designed for modern retirees who want meaning, energy, experiences, connection, and agency. This episode lays out The New Rules of Retirement — ten powerful principles for anyone who refuses to drift through retirement and instead wants to design it boldly, live it fully, and leave a legacy that's felt as much as it's funded. This is your e...
2025-11-19
10 min
The Meaningful Money Personal Finance Podcast
The Retirement You Didn't See Coming, with Dan Haylett
This week I enjoy a brilliant conversation with Dan Haylett, a fellow financial planner and podcaster, and author of The Retirement You Didn't See Coming, a book I highly recommend. Dan Haylett on LinkedIn https://www.linkedin.com/in/dan-haylett-retirement-coach/ Humans vs Retirement Podcast https://www.humansvsretirement.com/ The Retirement You Didn't See Coming - Book on Amazon https://amzn.to/4o0UhYB The Retirement You Didn't See Coming - Book on TGBB https://www.thegreatbritishbookshop.co.uk/products/the-retirement-you-didn-t-see-coming
2025-11-19
45 min
The Long View
Dan Haylett: ‘The Retirement You Didn’t See Coming’
Our guest on the podcast today is Dan Haylett, who’s the author of a new book called The Retirement You Didn’t See Coming. Dan is a financial planner and head of growth for TFP Financial Planning based in the UK. Dan focuses on financial planning, retirement planning, and life planning for people over age 50. He also hosts a podcast called 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. Dan, welcome back to The Long View.Background
2025-11-18
55 min
CPA Trendlines Podcasts
Dan Haylett: Redefining Success in Retirement | Holistic Guide to Wealth Management
The most dangerous day of retirement is a psychological challenge more than a financial one. By Rory Henry CFP®, BFA™For CPA TrendlinesWhen most people think about retirement planning, they picture spreadsheets and savings targets. But as Dan Haylett, author of The Retirement You Didn’t See Coming and host of the Humans vs. Retirement podcast, explains, the real challenge of retirement is not mathematical—it’s psychological. MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management ...
2025-11-17
40 min
AFO|Wealth Management Forward
The Human Side of Retirement w/ Dan Haylett
In this episode, Rory speaks with Dan Haylett, author of The Retirement You Didn’t See Coming and host of the Humans vs. Retirement podcast, about the psychological and emotional side of life after work. Dan explains why retirement is less of a math problem and more of a human transition, one that requires redefining purpose, identity, and structure. They discuss how couples can plan for “yours, mine, and ours” retirements, why clarity follows action, and how to overcome the productivity trap that often replaces purpose with busyness. Dan also shares the three stages of the Retirement Reinvention Curve, which...
2025-10-30
38 min
MONEY WITHOUT MATH
The Most Dangerous Day of Retirement with Dan Haylett
We spend decades preparing financially for retirement, but far less time preparing emotionally. Retirement is often painted as the finish line, yet for many, it’s just the start of a very human transition filled with uncertainty and identity shifts in the search for a new purpose.In this episode, financial planner and retirement coach Dan Haylett, host of Humans vs. Retirement and author of The Retirement You Didn’t See Coming, talks about the emotional journey that follows the mathematical calculations. Here, Dan explains how to approach this season not as an ending, but as a rein...
2025-10-23
37 min
The Humans vs Retirement Podcast
S6 Ep 94 - Tax, Death and Rock 'n' Roll
Tax. Death. Legacy. Three words that make most people squirm, but avoiding them doesn't make them go away. In this unapologetically bold and surprisingly uplifting episode, I turn the "taboo trifecta" into a conversation about freedom, meaning, and going out with style. You'll learn how to make tax and inheritance planning feel less like a funeral march and more like an encore. Because facing the end isn't morbid, it's empowering. And when you deal with your legacy intentionally, you stop hoarding, start living, and find your encore energy. What You'll Learn Why avoiding t...
2025-10-22
10 min
Financial Behavior Thought Leaders
Behind the Scenes with Dan Haylett: The Retirement You Didn’t See Coming
Welcome back to Financial Behavior Thought Leaders, the podcast that takes you behind the scenes with the brightest minds in financial services. I’m your host, Dr. Mary Bell Carlson, and in this episode, we’re diving deep into the realities of retirement with special guest Dan Haylett—retirement well-being guide and pioneer, author of The Retirement You Didn’t See Coming, and host of the Humans vs Retirement podcast.Dan joins us to flip the script on what life after work really looks like. We explore why retirement is more of a human challenge than a math pro...
2025-09-24
24 min
Rise Above The Noise
Podcasting Power: Building Trust by Speaking to Real Life, Featuring Dan Haylett
Some voices rise above the noise because they are willing to speak truth instead of chasing clicks. In this conversation, host Matt Halloran sits down with Dan Haylett, Director of TFP Financial Planning and host of the Humans Versus Retirement podcast, to uncover how Dan built one of the UK’s most impactful retirement podcasts by being unapologetically himself and focusing on the real human side of retirement. Dan also reveals how he’s created a marketing ecosystem (that’s helping build an owned audience) with podcasting at its center. What to expect:
2025-09-09
39 min
Informed Decisions Independent Financial Planning & Money Podcast
The Most Dangerous Day in Retirement with Dan Haylett
In this week's episode, I chat with Dan Haylett, Director of TFP Financial Planning in the UK, author of The Retirement You Didn't See Coming, and host of the Humans vs Retirement podcast. Dan has built his career around helping people prepare for retirement in a way that goes far beyond the numbers, focusing on the human side of life after work. Together, we explore: Why retirement is less a maths problem and more a human challenge. The dangers of the "blank canvas" problem and why day 182 of retirement can be the most difficult. Dan's five pillars of a thriving re...
2025-09-01
53 min
The Money:Mindshift podcast
How to spend (featuring Dan Haylett)
We're often told how to save money, but never how to spend it. Plus, what does spending money wisely even look like? In this episode, Dr. Tom is joined by author, financial planner and fellow podcast host, Dan Haylett, to try and answer just that. Join Dr. Tom and his guests as they challenge us to rethink what is really *worth* spending money on - and how joy, purpose and making memories should be at the forefront of it all. Not just material possessions. Considerations Please note the views expressed by contributors to this podcast ar...
2025-08-14
29 min
Women's Money Wisdom
Episode 283: Rethinking Retirement: The Emotional, Purpose-Driven Side of Life After Work with Dan Haylett
What if the hardest part of retirement isn’t financial—but emotional?Retirement isn’t the goalpost we’ve been taught to chase. It’s a major life transition, and according to retirement researcher and financial planner Dan Haylett, many people arrive unprepared—not because the math is wrong, but because they never planned for what comes next.Melissa Joy, CFP® sits down with Dan—author of The Retirement You Didn’t See Coming and host of the Humans vs Retirement podcast—to explore the emotional landscape of retirement and why most planning misses the mark. To...
2025-08-05
38 min
Mindful Millionaire with Leisa Peterson
The Future of Financial Advice: From Number-Crunchers to Human Connectors with Dan Haylett
What happens when an entire profession is about to become obsolete overnight? UK financial planner Dan Haylett has a front-row seat to one of the most dramatic industry transformations happening right now - and surprisingly, he's not worried. He's excited. While most advisors are still focused on creating detailed financial plans and managing portfolios, Dan sees a tidal wave coming that will make those skills irrelevant within years, not decades. AI will soon create better financial plans in seconds than most advisors can produce in weeks. So what does that mean for the millions of people who...
2025-06-26
40 min
The Human Side of Money
140: The Human Side of Retirement with Dan Haylett (Part 2)
What if retirement planning wasn’t just about saving but about learning how to spend? In Part 2 of The Human Side of Retirement, Brendan Frazier continues his conversation with Dan Haylett to explore the emotional and psychological aspects of decumulation. They dig into the behavioral side of this transition, why a “save, save, save” mindset can hold clients back, and how to reframe retirement as a time to pursue fulfillment. And they offer practical strategies advisors can use to guide clients through this transition so retirement becomes not just a financial milestone, but a fulfi...
2025-06-04
56 min
The Human Side of Money
140: The Human Side of Retirement with Dan Haylett (Part 2)
What if retirement planning wasn’t just about saving but about learning how to spend? In Part 2 of The Human Side of Retirement, Brendan Frazier continues his conversation with Dan Haylett to explore the emotional and psychological aspects of decumulation. They dig into the behavioral side of this transition, why a “save, save, save” mindset can hold clients back, and how to reframe retirement as a time to pursue fulfillment. And they offer practical strategies advisors can use to guide clients through this transition so retirement becomes not just a financial milestone, but a fulfi...
2025-06-04
56 min
The Human Side of Money
139: The Human Side of Retirement with Dan Haylett (Part 1)
Retirement isn’t just about reaching a number – it’s a deeply personal transition that requires more than financial planning. By understanding what truly matters beyond the numbers, you can better support clients in creating meaningful and fulfilling retirements. In Part One of this episode, Dan Haylett emphasizes the importance of shifting the focus from financial figures to human connection, purpose, and lasting memories. And he walks through the Retirement Planning Workbook he uses with clients to help them live with purpose, joy and meaning in retirement You’ll Learn: The impor...
2025-05-21
1h 00
The Human Side of Money
139: The Human Side of Retirement with Dan Haylett (Part 1)
Retirement isn’t just about reaching a number – it’s a deeply personal transition that requires more than financial planning. By understanding what truly matters beyond the numbers, you can better support clients in creating meaningful and fulfilling retirements. In Part One of this episode, Dan Haylett emphasizes the importance of shifting the focus from financial figures to human connection, purpose, and lasting memories. And he walks through the Retirement Planning Workbook he uses with clients to help them live with purpose, joy and meaning in retirement You’ll Learn: The impor...
2025-05-21
1h 00
The Humans vs Retirement Podcast
Ep 79 - What Will I Do All Day? with Patrice Jenkins
In 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 emotional...
2025-04-25
1h 04
Real Retirement
Episode 16: A Financial Advisor’s Guide to Wealth, Lifestyle & Lasting Memories with Dan Haylett
In 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...
2025-03-30
52 min
Modern Financial Wellness
Shifting Your Identity and Spending Habits in Retirement with Dan Haylett
Welcome 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...
2025-03-20
54 min
Healthy Love & Money: Financial Therapy, Intimacy, Conflict & Communication for Couples
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 human-first approach...
2024-12-26
50 min
Planning & Beyond®
8. From Advisor to Retiree: Tackling the Challenges of Stepping Away with Dan Haylett
Text 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!...
2024-09-26
37 min
Planning & Beyond®
7. Insights for Navigating the Retirement Rebel Revolution with Dan Haylett
Text 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...
2024-09-12
39 min
The Humans vs Retirement Podcast
The 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 Freedom whic...
2024-08-28
56 min
The Humans vs Retirement Podcast
A 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 Investment...
2024-08-19
57 min
The Humans vs Retirement Podcast
How to experience TRUE WEALTH in retirement with Ken Honda
Summary 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 emphasiz...
2024-07-30
48 min
The Humans vs Retirement Podcast
Repurposing Your Life in Retirement with Suzanne Campi
Summary 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. ...
2024-07-12
52 min
The Humans vs Retirement Podcast
The Overlooked Risk of Regret in Retirement with David Blanchett
Summary 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...
2024-07-02
56 min
The Humans vs Retirement Podcast
How to find happiness and flourish in your retirement with Dr Andy Cope
Summary 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...
2024-06-14
46 min
The Most Hated F-Word
Retirement: A Start Line, Not a Finish Line with Dan Haylett
With 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...
2024-06-06
1h 04
The Humans vs Retirement Podcast
Empowering Women To Take Control of Their Retirement with Stephanie McCullough
About 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 clearly...
2024-05-31
58 min
The Humans vs Retirement Podcast
Rewiring The Way We Think About Retirement with Jamie Hopkins
Summary 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...
2024-05-24
1h 06
The Humans vs Retirement Podcast
Creatively Designing a Life that Aligns with Personal Values with Derek Hagen
Summary 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...
2024-05-17
1h 06
Take Back Retirement
90: 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 th...
2024-05-16
52 min
The Humans vs Retirement Podcast
Ep 10 of 10 - How To Live A Rapturous Retirement
2024-05-06
08 min
The Humans vs Retirement Podcast
Ep 9 of 10 - The 4 Key Factors To Happiness In Retirement
2024-05-05
07 min
The Humans vs Retirement Podcast
Ep 8 of 10 - Yes & No Are The 2 Most Powerful Words In Retirement
2024-05-04
07 min
The Humans vs Retirement Podcast
Ep 7 of 10 - Give Money With A Warm Heart Not A Cold Hand!
2024-05-03
08 min
The Humans vs Retirement Podcast
Ep 6 of 10 - How Are You Going To Spend Your Time In Retirement?
2024-05-02
09 min
The Humans vs Retirement Podcast
Ep 5 of 10 - Going From A Savings Habit To A Spending Mindset
2024-05-01
09 min
The Humans vs Retirement Podcast
Ep 4 of 10 - How The Japanese Concept of Kanreki Can Teach Us Valuable Retirement Lessons
2024-04-30
13 min
The Humans vs Retirement Podcast
Ep 3 of 10 - The Human Quirk of Relative & Absolute Outcomes
2024-04-29
09 min
The Humans vs Retirement Podcast
Ep 2 of 10 - Looking at The Harvard 85 Year Study To Determine What makes A Happy Retirement
2024-04-28
07 min
The Humans vs Retirement Podcast
Ep 1 of 10 - Embracing Uncertainty
2024-04-27
07 min
The Humans vs Retirement Podcast
Welcome to my daily 10 episode retirement mini series!
2024-04-26
03 min
The Humans vs Retirement Podcast
Humans Vs Retirement is 1 Year Old - Thank You!
2024-04-12
04 min
The Humans vs Retirement Podcast
Don't Retire... Graduate! with Eric Brotman
Summary 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...
2024-04-05
1h 00
The Humans vs Retirement Podcast
Navigating Money and Relationships in Retirement with Ed Coambs
Summary 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...
2024-03-29
56 min
Analog Advisor
Finding Purpose and Authenticity in Retirement with Dan Haylett
How 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 text
2024-03-28
1h 02
The Humans vs Retirement Podcast
The Money Sandwich: Balancing Adult Children, Aging Parents, and Retirement with Marc Bineham
Summary 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...
2024-03-22
1h 00
Talking Billions with Bogumil Baranowski
Dan Haylett: Humans vs. Retirement, Becoming a Retirement Rebel, and Getting Over the Fear of Running Out of Money
My 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...
2024-03-18
1h 08
The Humans vs Retirement Podcast
How to Live a Regret Free Retirement with Christine Benz
Summary 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...
2024-03-15
57 min
The Humans vs Retirement Podcast
How Much Money Do You Need For The Rest Of Your Life with Paul Armson
Summary 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...
2024-03-08
1h 00
The Humans vs Retirement Podcast
Embracing a "Second Childhood" in Retirement with Jonathan Clements
Summary 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...
2024-03-01
57 min
The Humans vs Retirement Podcast
The Power of Giving: How Retirees Can Help Combat Climate Change with Jack Chellman
Summary 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...
2024-02-23
55 min
The Humans vs Retirement Podcast
How To Have An Epic Retirement with Bec Wilson
Summary 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...
2024-02-16
1h 10
The Humans vs Retirement Podcast
An Evidence-Based and Academic Approach to Retirement Planning with David Jones
Summary 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...
2024-02-09
1h 17
The Humans vs Retirement Podcast
Age Well and Feel Great: Optimise Your Age and Live Strong in Your Second Half with Al Lyman
Summary 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...
2024-02-02
1h 03
The Humans vs Retirement Podcast
The Importance of Addressing Your "Money Scripts" in Retirement with Sonya Lutter
Summary 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...
2024-01-26
52 min
The Humans vs Retirement Podcast
The Power of Building Social Networks in Retirement with Lee Robertson
Summary 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...
2024-01-19
52 min
HUM Curated Podcasts
Dan Haylett: Retirement Planning = Life Planning
Podcast: The Long View (LS 56 · 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...
2024-01-09
53 min
The Long View
Dan Haylett: Retirement Planning = Life Planning
Our 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...
2023-12-05
53 min
The Humans vs Retirement Podcast
Reflecting On Season 2: What it Means To Be a Retirement Rebel with Me Dan Haylett
This 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...
2023-11-24
13 min
The Humans vs Retirement Podcast
6 weeks into his retirement! An inspirational real retirement story with Neil Jones
Summary 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 perspective...
2023-11-17
48 min
The Humans vs Retirement Podcast
Bold Not Old: Embrace Your Entrepreneur Spirit in Retirement with Wallis Pattisonn
Summary 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...
2023-11-10
55 min
The Humans vs Retirement Podcast
Health & Wealth Are Two Sides of The Same Coin with Dr Phil Pearlman
Summary 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 powers...
2023-11-03
1h 05
The Humans vs Retirement Podcast
Be a Retirement Rebel and Live Your Victory Lap Retirement with Mike Drak
Summary 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...
2023-10-27
57 min
The Humans vs Retirement Podcast
The Yin and Yang of Retirement: Balancing Financial Security with Personal Fulfilment with Lyle Sussman and David Dubofsky
Summary 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 sector...
2023-10-20
1h 08
The Humans vs Retirement Podcast
Sleeping Your Way to a Vibrant Retirement: The Science & Strategies for Optimal Sleep with Frances Taylor
Summary 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 Fel...
2023-10-13
57 min
The Humans vs Retirement Podcast
How to Light Your Retirement Torch with The Father of Life Planning, George Kinder
Summary 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...
2023-10-06
53 min
The Humans vs Retirement Podcast
Shifting the Retirement Mindset to "Think, Feel, Do" with Ross Marino
Summary 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...
2023-09-29
47 min
The Humans vs Retirement Podcast
Exploring the Power of 'Your Future Self' in Retirement with Hal Hershfield
Summary 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 York...
2023-09-22
55 min
The Humans vs Retirement Podcast
Preventing Cognitive Decline: Practical Tips for a Sharp and Healthy Brain in Retirement with Dr Moira Somers
Summary 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 and...
2023-09-15
57 min
The Humans vs Retirement Podcast
Embracing Triumph, Transition, and Transformation For a Vibrant Retirement with Dr. Preston Cherry
Summary & 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, President of...
2023-09-08
53 min
The Humans vs Retirement Podcast
Exploring Retirement Income Styles and Strategies with Wade Pfau
Summary 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...
2023-09-01
51 min
The Humans vs Retirement Podcast
The Power of Social Connections and Flow in Retirement with Dr. Jordan Hutchinson
Summary & 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 study...
2023-08-25
53 min
The Humans vs Retirement Podcast
How To Rock Retirement with Roger Whitney
Summary 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...
2023-08-18
55 min
The Humans vs Retirement Podcast
Reflecting on season 1: key insights for a happy, healthy, and wealthy retirement with host Dan Haylett
Summary 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 new purpose and...
2023-07-03
39 min
The Humans vs Retirement Podcast
Lessons and experiences through the lens of a real-life retirement journey with Andy Murphy
Summary 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 insights...
2023-06-26
53 min
The Humans vs Retirement Podcast
Retirement is a flawed concept with Carl Richards
Summary 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...
2023-06-19
53 min
The Humans vs Retirement Podcast
How to not fade away but thrive in retirement with Celia Dodd
Summary 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 with...
2023-06-12
51 min
The Humans vs Retirement Podcast
Navigating the Changing Relationship with Your Spouse in Retirement with Ashley Quamme
Summary 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 will...
2023-06-05
46 min
The Humans vs Retirement Podcast
Retirement should not be viewed as the third and final phase of life with Dr Thomas Mather
Summary 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 Learn
2023-05-29
59 min
The Humans vs Retirement Podcast
The four anchors of retirement well-being with Pauline Johnson-Zielonka
Summary 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 learn...
2023-05-22
44 min
The Humans vs Retirement Podcast
How to fund your contentment in retirement with Brian Portnoy
Summary 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 about retirement...
2023-05-15
47 min
The Humans vs Retirement Podcast
Dispelling the myths around spending your money in retirement with Abraham Okusanya
Summary 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...
2023-05-08
43 min
Between Now and Success
Dan Haylett on Defining, Building Out, and Delivering Human-Focused Financial Planning
Guest: 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...
2023-05-02
53 min
The Humans vs Retirement Podcast
The Psychology Behind Spending Money in Retirement with Dr Joy Lere
Summary 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...
2023-05-01
47 min
The Humans vs Retirement Podcast
How our money can make us truly 'wealthy' in retirement with Dr Daniel Crosby
Summary 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.
2023-04-24
45 min
The Humans vs Retirement Podcast
Happiness, Fulfilment & Contentment in Retirement with Neil Bage
In 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 listener...
2023-04-17
45 min