The Human Side of Money 140: The Human Side of Retirement with Dan Haylett (Part 2)
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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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.
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