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 fulfilling new chapter.
You’ll Learn:
- Mastering the skill of spending money in retirement
- Creating intentional spending habits to smooth the transition
- Reframing the success rates of financial plans
- The significance of the 50 to 70 “sweet spot” years for optimal life experiences
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