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7. Insights for Navigating the Retirement Rebel Revolution with Dan Haylett
Manage episode 439535630 series 3584213
Kandungan disediakan oleh Ashley Quamme. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Ashley Quamme atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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
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