7. Insights for Navigating the Retirement Rebel Revolution with Dan Haylett
Manage episode 439535630 series 3584213
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 retirement rebels, including supporting couples. This episode is a must-listen for financial advisors looking for skills in navigating the emotional challenges that come with planning for pre-retiree and retiree couples.
Connect with us below!
- Dan Haylett on LinkedIn
- TFP Financial Planning
- Ashley Quamme on LinkedIn
- Visit Planning & Beyond
7 episod