Why Your Financial Plan Will Fail (It's Not the Math) | Dan Haylett | 192
Catching Up to FI
Cliff edge versus glide path tradeoffs
Dan warns both abrupt retirement and slow glide paths require hard psychological work and intentional structure.
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 He walks us through how that outdated 'retire from work and fade away' script clashes with modern 50- and 60-somethings who still have health, curiosity, and huge ambitions.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
- Lays out his three-phase map of the second half of life
DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS:
The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50
The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).
For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners
SUPPORT THE SHOW
🌐 Visit Catching Up to FI website
☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"
🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question
RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)
🌐 Humans vs Retirement Website & Podcast
📕 The Retirement You Didn't See Coming
⏰ Related Episodes
What Would 'Your Money' Look Like In a Simple Sketch? | Carl Richards | 170
The Father of Financial Life Planning (Part 1) | George Kinder | 140
The Three Kinder Questions (Part 2) | George Kinder | 141
Hard & Soft Sides of Retirement | Fritz Gilbert | 019
If you enjoyed this episode, please follow the show on your podcast player and leave us a rating and review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!
📌Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
The AI-powered Podcast Player
