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 importance of understanding the emotional aspects of retirement and his own experiences helping clients navigate this transition
- The revolutionary “Retirement Planning Workbook” he developed to address the human side of retirement
- How to help clients spend their savings meaningfully to create lasting memories
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