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
*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here
Connect with Brendan Frazier:
RFG Advisory
LinkedIn: Brendan Frazier
Connect with Dan Haylett:
Humans vs Retirement
LinkedIn: Dan Haylett
TFP Financial Planning
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.
–
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 provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.