Death, Sex & Money Money on the Mind: Prepping for Retirement Without Losing Your Mind
Nov 8, 2025
Adrianna Adams, a Certified Financial Planner at Domain Money, joins for a deep dive into the emotional and psychological aspects of retirement planning. She emphasizes how financial advice is more about understanding client needs than just crunching numbers. Adrianna shares insights on the importance of balancing short-term spending with long-term security, and why frequent checks on 401(k)s can heighten anxiety. Discover how conscious habits and effective communication are key to preparing for a financially secure retirement.
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Swiss Banks Hired From Hospitality
- Felix describes private banks hiring from hospitality because the job is about making clients feel comfortable.
- The anecdote illustrates that financial advising is as much service and empathy as technical skill.
Finance Is Mostly Psychology
- Personal finance is roughly 80% personal and 20% technical finance according to Adrianna Adams.
- Understanding clients' values and psychology matters more than number-crunching for good outcomes.
Why Felix Hired A Planner
- Felix recounts hiring Adrianna because his wife needed reassurance about finances.
- He found that emotional support from a planner helped both partners reduce anxiety despite his own financial knowledge.