How our money can make us truly ‘wealthy’ in retirement with Dr Daniel Crosby

Summary

In this episode of the Human vs Retirement podcast, Dan is joined by Dr Daniel Crosby, Chief Behaviour Officer at Orion Advisor Solutions, a clinical psychologist, behavioural finance expert, and New York Times best-selling author. In their discussion, Dr Crosby shares his journey from clinical psychology to finance and the behavioural challenges individuals face in retirement. They delve into the power of habits, the role of social connections, and the importance of understanding one's values when planning for retirement. Tune in for this insightful conversation on overcoming the behavioural, emotional, and financial challenges of retirement. 

What You’ll Learn

The listener will learn about the intersection of psychology and finance regarding retirement, including the emotional and psychological challenges of life after work, the importance of maintaining identity and purpose, the need for flexibility in your retirement plans, and the impact of money on happiness. This episode provides tips, mental models and tools for successful retirement planning and developing a mindset for a happy, healthy, and wealthy retirement. 

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