Navigating the Transition to a Multi-Stage Life

Tune in to hear:

• How might financial planning conversations need to change in light of the new longevity many will experience?
• How will the “100 year life” affect the 3 life stages (education, work and retirement) that used to be more clearly delineated?
• How might we be able to give more salience and power to our mental image of a future self? What does Dr. Mathar’s research around this topic suggest?
• What are the differences between financial wellbeing and financial independence?
• If financial independence is all about a dollar value, how does financial wellbeing look different?
• Are there any heuristics Dr. Mathar can offer about following the money vs. following your dreams?

Links

• Dr. Thomas Mathar on LinkedIn
• Aegon UK

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• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
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