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:
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About Our Guest:
Dan Haylett is the director, Head of Growth, and financial Planner at TFP Financial Planning. As a co-director of TFP, Dan’s “pull back the duvet every morning” purpose is helping our clients spend their time and money on what’s truly important.
His passion for understanding and learning about the emotional, behavioural 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.
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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.
The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provid
Published on 3 months, 2 weeks ago
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