Cele mai bune Dan Haylett podcast-uri (2024)

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8. From Advisor to Retiree: Tackling the Challenges of Stepping Away with Dan Haylett 37:47

30d ago37:47

37:47

You plan for your clients’ retirement, but are you planning for yours? In this episode, Dan Haylett helps unpack the unique challenges financial advisors face when planning their own retirement. From building self-sustaining teams to seeking our own financial planners, we share essential strategies to avoid common pitfalls. Beyond the financial asp…

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10. Identity Matters: Aligning Your Clients' Values and Purpose with Lindsay Troxell 58:29

1d ago58:29

58:29

In this episode of Planning & Beyond, we welcome Lindsay Troxell, Founder and Head Coach of Our Coaching Initiative. Lindsay shares her personal journey and how it shaped her approach to identity work in financial planning. Key points discussed: Lindsay's framework for understanding identity: who you are, what you value, how you behave, and why it …

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How to Build a Legacy to Die For with Dr Kimberly Harms 55:27

4d ago55:27

55:27

About Kimberly Dr. Harms helps people understand the importance of showing their love for their families by setting them up for success through comprehensive legacy planning. Dr. Harms has witnessed death up close many times throughout her life. She suffered the loss of her mother and her son to suicide and, eventually, her husband from a broken he…

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9. Mindset & Skills for Nailing Your Prospect & Discovery Meeting 49:32

16d ago49:32

49:32

In this episode, we talk with Brendan Frazier, Chief Behavioral Officer of RFG Advisory, about the mindset and skill set that advisors need to nail their prospect and discovery meeting. Brendan shares practical tips on how to quickly build trust from the first conversation as well as how to continue building on that trust in future meetings by acti…

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4% and Beyond! The Evolution of Safe Withdrawal Strategies with Bill Bengen 43:06

28d ago43:06

43:06

Summary In this episode of the Humans vs Retirement podcast, I interview Bill Bengen, the pioneer of the 4% safe withdrawal strategy, who shares insights from his extensive research on retirement income strategies. Bill discusses the evolution of the 4% safe withdrawal rate, revealing that the worst-case scenario may now be closer to 5%. He emphasi…

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7. Insights for Navigating the Retirement Rebel Revolution with Dan Haylett 39:50

1M ago39:50

39:50

In this episode of Planning and Beyond, we sit down with Dan Haylett, a trailblazer in the world of retirement planning. Together we explore the emotional difficulties of modern day retirement and how advisors can support their clients in being what Dan calls a "retirement rebel.” Dan shares his innovative approaches to helping first-generation ret…

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How To Create Your 'Encore Career' with Dr Michelle Prince 59:02

2M ago59:02

59:02

Summary In today's episode I'm thrilled to get to have conversation with the author of the brilliant book Creating Your Encore Career, Dr Michelle Prince Michelle is a global leadership coach, HR technology advisor, human capital consultant and author. A certified leadership coach since 2006 with a doctorate in management and organizational leaders…

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6. The Path to Funded Contentment with Brian Portnoy 35:57

2M ago35:57

35:57

What is "funded contentment," and how do you live a truly meaningful life? In this episode, we talk with Brian Portnoy, founder of Shaping Wealth, about how true wealth is more than just having lots of money. We also talk about how financial advisors can focus on helping people with their life goals, not just their finances. Finally, we dive into h…

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The Three Domains of Freedom with George Kinder 56:47

2M ago56:47

56:47

Summary Today’s conversation is a first for my podcast in that I welcome back a previous guest! And I couldn't think of having my first repeat guest as anyone better that the brilliant George Kinder! George was previously on the show in episode 20 where we discussed Life planning and how to light the retirement torch. For those that don't know, Geo…

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A License To Spend Money In Retirement with Michael Finke 57:02

2M ago57:02

57:02

Summary Today’s conversation is with retirement investing, income planning and life satisfaction expert, Michael Finke Michael is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in …

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5. Considerations for Integrating Financial Psychology into Practice 24:01

2M ago24:01

24:01

Unlock the secrets of integrating financial psychology into your practice with insights from Dr. Meghaan Lurtz. We tackle the nuanced challenges and uncover strategies to bring financial psychology into firms effectively. From hiring specialized experts to comprehensive advisor training, each method has its unique advantages in understanding client…

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4. How Not to Ask Stupid Questions with Dr. Meghaan Lurtz 35:02

3M ago35:02

35:02

Ready to transform your client communication? In this episode, Dr. Meghaan Lurtz, Partner at Shaping Wealth, joins us to reveal the secrets of effective questioning in financial planning. Discover how the right phrasing turns questions into engaging conversations, strengthening client relationships. Learn to frame inquiries with empathy and calmnes…

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How to experience TRUE WEALTH in retirement with Ken Honda 48:59

3M ago48:59

48:59

Summary Money and happiness expert Ken Honda is a bestselling self-development author in Japan, with book sales surpassing eight million copies since 2001. His first English language book, “Happy Money: The Japanese Art of Making Peace With Your Money” (June 2019, Simon & Schuster), is an international bestseller. His new novel is “True Wealth – 9 …

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3. The Impact of Emotions on Professional Advice with Dr. Meghaan Lurtz 30:39

3M ago30:39

30:39

Is the secret to exceptional financial advising hidden in your own self-awareness? Join me, Ashley Quamme, and Dr. Meghaan Lurtz in this episode of Planning and Beyond as we explore the crucial role of self-awareness in financial planning. We discuss how personal biases, money stories, and experiences shape professional advice and client interactio…

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Repurposing Your Life in Retirement with Suzanne Campi 52:11

4M ago52:11

52:11

Summary Suzi is a certified co-active coach and has made it her mission to understand the process of personal and professional transitions and the challenges that come with them. She is passionate about working with clients to help see them through and make a pathway for the life the want to experience In our conversation Suzi encourages people pla…

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2. Navigating Client Relationships in Financial Planning with Dr. Meghaan Lurtz 29:56

4M ago29:56

29:56

How can understanding your clients' psychology change the way you offer financial advice? Discover the impact of client psychology in financial planning with Dr. Meghaan Lurtz, Partner at Shaping Wealth. In this episode, Dr. Lurtz shares her journey through personal financial challenges and offers insights on managing client relationships. Explore …

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1. Stepping Into the Unknown: Launching 'Planning and Beyond' with Ashley Quamme 13:07

4M ago13:07

13:07

Starting something new is a wild ride, filled with the highs of excitement and the lows of anxiety. Just like Rapunzel stepping out of her tower in Disney's Tangled, I'm stepping into the unknown with this inaugural episode of Planning and Beyond. Join me, Ashley Quamme, as I share my journey of launching this podcast and the whirlwind of emotions …

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The Overlooked Risk of Regret in Retirement with David Blanchett 56:40

4M ago56:40

56:40

Summary David is Managing Director, Portfolio Manager, and Head of Retirement Research for PGIM DC Solutions. In this role, he develops solutions to help improve retirement outcomes for investors with a specific focus on defined contribution plans. Prior to joining PGIM he was the Head of Retirement Research for Morningstar Investment Management LL…

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How to find happiness and flourish in your retirement with Dr Andy Cope 46:46

4M ago46:46

46:46

Summary Today’s conversation is with the Dr of Happiness, Dr Andy Cope. Andy is a wellbeing expert, best-selling author and in his words a recovering academic. He specialises in positive psychology and the science of human flourishing. The reward for grinding out his Loughborough PhD is that he gets to call himself a Dr of Happiness. If you put the…

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Empowering Women To Take Control of Their Retirement with Stephanie McCullough 58:20

5M ago58:20

58:20

About Stephanie Stephanie founded Sofia Financial in 2011 after 14 years as a financial advisor, with the goal to empower women to make wise financial decisions and reduce their money stress. In her early years she encountered too many women who found finances and investing so intimidating that they either outsourced money decisions to a man in the…

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Rewiring The Way We Think About Retirement with Jamie Hopkins 1:06:02

5M ago1:06:02

1:06:02

Summary Jamie was a professor at The American College and Director of the New York Life Center for Retirement Income. He is a well-recognized writer, speaker and thought leader in the area of retirement income planning. His most recent book, “Rewirement: Rewiring The Way You Think About Retirement,” details the behavioral finance issues that hold p…

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Creatively Designing a Life that Aligns with Personal Values with Derek Hagen 1:06:16

5M ago1:06:16

1:06:16

Summary Derek Hagen is the founder of Money Health Solutions®️, a financial therapy and life planning firm. Money Health Solutions helps clients live intentionally and mindfully, using money as a tool to support their ideal life. He facilitates financial health by helping clients understand their own money psychology, lowering financial stress, and…

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Ep 10 of 10 - How To Live A Rapturous Retirement 8:47

6M ago8:47

8:47

De către Dan Haylett

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Ep 9 of 10 - The 4 Key Factors To Happiness In Retirement 7:31

6M ago7:31

7:31

De către Dan Haylett

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Ep 8 of 10 - Yes & No Are The 2 Most Powerful Words In Retirement 7:47

6M ago7:47

7:47

De către Dan Haylett

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Ep 7 of 10 - Give Money With A Warm Heart Not A Cold Hand! 8:37

6M ago8:37

8:37

De către Dan Haylett

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Ep 6 of 10 - How Are You Going To Spend Your Time In Retirement? 9:02

6M ago9:02

9:02

De către Dan Haylett

1
Ep 5 of 10 - Going From A Savings Habit To A Spending Mindset 9:41

6M ago9:41

9:41

De către Dan Haylett

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Ep 4 of 10 - How The Japanese Concept of Kanreki Can Teach Us Valuable Retirement Lessons 13:17

6M ago13:17

13:17

De către Dan Haylett

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Ep 3 of 10 - The Human Quirk of Relative & Absolute Outcomes 9:18

6M ago9:18

9:18

De către Dan Haylett

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Ep 2 of 10 - Looking at The Harvard 85 Year Study To Determine What makes A Happy Retirement 7:55

6M ago7:55

7:55

De către Dan Haylett

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Ep 1 of 10 - Embracing Uncertainty 7:57

6M ago7:57

7:57

De către Dan Haylett

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Welcome to my daily 10 episode retirement mini series! 3:23

6M ago3:23

3:23

De către Dan Haylett

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Humans Vs Retirement is 1 Year Old - Thank You! 4:11

7M ago4:11

4:11

De către Dan Haylett

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Don't Retire... Graduate! with Eric Brotman 1:00:20

7M ago1:00:20

1:00:20

Summary Eric is the founder and CEO of BFG Financial Advisors a large financial planning business in Baltimore, USA that specialises in retirement planning. As well a writing his book Eric hosts a podcast by the same name and id a regular contributor to forbes.com and Sunday morning TV in Baltimore In this conversation Eric and I discuss the concep…

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Navigating Money and Relationships in Retirement with Ed Coambs 56:48

7M ago56:48

56:48

Summary In this episode, Ed Coambs, a financial planner, and therapist, discusses the challenges couples face in managing money and planning for retirement. He shares his personal journey from being a firefighter to becoming a financial planner and therapist. Ed emphasizes the importance of understanding one's own relationship with money and how it…

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The Money Sandwich: Balancing Adult Children, Aging Parents, and Retirement with Marc Bineham 1:00:39

7M ago1:00:39

1:00:39

Summary Have you ever herd of ‘the sandwich generation’? Are you part of it? And if so, what challenges does it bring to your retirement? Well. In this episode I get to have a conversation with a guy that has literally wrote the book on the subject! Mark Bineham is one of Australia’s top keynote speakers on retirement and the award-winning author o…

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How to Live a Regret Free Retirement with Christine Benz 57:13

7M ago57:13

57:13

Summary Christine is director of personal finance and retirement planning for Morningstar, Inc. In that role, she focuses on retirement and portfolio planning for individual investors. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance. and I was hono…

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How Much Money Do You Need For The Rest Of Your Life with Paul Armson 1:00:19

8M ago1:00:19

1:00:19

Summary Paul is the founder of Inspiring Advisers, a lifestyle financial planning training programme and Life Centred Planners, a fast-growing global community of advisers from around the world who believe that it is time to put the client and not their money at the centre of their plans. Paul is also the author of the brilliant book Enough?: How m…

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Embracing a "Second Childhood" in Retirement with Jonathan Clements 57:08

8M ago57:08

57:08

Summary Jonathan Clements is the founder and editor of Humble Dollar and brilliant free blog site that is dedicated to providing articles, guides and resources from some of the greatest thinkers in the world of finance. The goal of Humble Dollar is to tell you everything you need to know about money – all in one place without the hype and hollow pr…

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The Power of Giving: How Retirees Can Help Combat Climate Change with Jack Chellman 55:05

8M ago55:05

55:05

Summary In this episode of The Humans vs Retirement Podcast, I sit down with Jack Chellman, Chief Project Officer of the Global Returns Project a UK charity that is on a mission to create systemic change to fund the highest impact climate charities and make giving toward climate change as easy and accessible as possible. Jack and I discuss how char…

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How To Have An Epic Retirement with Bec Wilson 1:10:11

8M ago1:10:11

1:10:11

Summary In this episode, I get to have a great conversation with Bec Wilson, author of 'How to Have an Epic Retirement,' to discuss the key themes and pillars of retirement planning. Bec shares her journey into the retirement space and the inspiration behind her book. We discuss the importance of understanding lifespan and healthspan, as well as th…

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An Evidence-Based and Academic Approach to Retirement Planning with David Jones 1:17:27

9M ago1:17:27

1:17:27

Summary In this episode, I get to sit down with David Jones from Dimensional about evidence-based investing and retirement planning. We discuss the challenges of the retirement transition, the importance of social connections, and the role of financial planning in retirement. We also explore the fear of spending money in retirement and the benefits…

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Age Well and Feel Great: Optimise Your Age and Live Strong in Your Second Half with Al Lyman 1:03:14

9M ago1:03:14

1:03:14

Summary Al Lyman discusses the importance of health and quality of life in retirement. He emphasizes the difference between lifespan and healthspan, highlighting the need to focus on the quality of years rather than just the number of years lived. Al shares personal anecdotes about his mother's health struggles and the impact it had on her and her …

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The Importance of Addressing Your "Money Scripts" in Retirement with Sonya Lutter 52:33

9M ago52:33

52:33

Summary In this episode, Sonya Lutter discusses the intersection of financial wellbeing and mental health in retirement. She emphasises the importance of addressing money scripts and financial behaviours, as well as aligning spending with values in retirement. Sonia also explores the challenges that arise in marriage and relationships during retire…

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The Power of Building Social Networks in Retirement with Lee Robertson 52:18

9M ago52:18

52:18

Summary Lee Robertson, a former financial planner and co-founder of Octo Members, shares insights on the challenges and changes in retirement over the years. He emphasises the importance of planning for retirement, not just financially but also in terms of filling one's day and pursuing passions. Lee discusses the shift from traditional final salar…

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Reflecting On Season 2: What it Means To Be a Retirement Rebel with Me Dan Haylett 13:04

11M ago13:04

13:04

This is the 27th and final episode of season 2 of the Humans vs Retirement podcast As I reflect on the past four months I just want to say a massive thank you to everyone of you that continuies to tune in to the show week after week. The growth of the listnership has been mindblowing and the feedback I'm getting shows the impact that these conversa…

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6 weeks into his retirement! An inspirational real retirement story with Neil Jones 48:19

11M ago48:19

48:19

Summary In this episode of the Humans vs Retirement podcast, I’m so fortunate to be able to have a conversation with my wonderful and newly retired client, Neil Jones. Neil graciously shares his first-hand experiences and challenges in planning his retirement as well as his career story and how he began to think seriously about what life after work…

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Bold Not Old: Embrace Your Entrepreneur Spirit in Retirement with Wallis Pattisonn 55:14

12M ago55:14

55:14

Summary Wallis is an authority on how to be an ageing entrepreneur. She is a speaker, and author and is intent on disrupting the accepted norm around what is possible as we age. Wallis is different to most people her age, she is straightforward, quirky and has an attitude of let’s give it a try. She is the founder of Bold Not Old, a platform for ed…

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Health & Wealth Are Two Sides of The Same Coin with Dr Phil Pearlman 1:05:12

12M ago1:05:12

1:05:12

Summary Dr Phil Pearlman is the founder of The Pearl Institute, a teacher by nature and expert in the areas of personal health and effective processes of change. Phil set out on his own health journey after spending years neglecting his wellbeing and happiness and emerged thriving and eager to help others. From that he created The Pearl Institute a…

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