“Human beings going into retirement will find every excuse to not spend their money” - Dan Haylett

Our hosts Stephanie McCullough and Kevin Gaines sit down with financial advisor Dan Haylett. As the host of the “Humans Vs Retirement” podcast, Dan tells us how he inspires retirees to grab life by the horns and experience true wealth in their later years.

Listen in as Dan breaks down the five Fs of retirement, how to find meaning in a post-career life, the importance of asking what it is you’re retiring to rather than simply what you’re retiring from, and how to overcome the fear of spending your savings once you finally cross that threshold into retirement.

He also addresses the all-too-common fear of running out of your hard-earned money after stepping away from your career life. Dan teaches us to shatter that paradigm by putting our money to work and reframing the idea of “leaving a legacy” to our children.

Key Topics:

• The Five Fs of Retiring Successfully (3:42)
• Helping Retirees Find Purpose in Retirement (8:45)
• Reframing the Structure of Your Life in Retirement (18:24)
• Overcoming Frugality (25:00)
• Embracing Future Adjustments (32:32)
• Getting Comfortable with Uncertainty (36:40)
• Asset Location, Asset Assignment (40:20)
• The New Retirement Mindset (48:11)
• Stephanie and Kevin’s Wrap-Up and Takeaways  (51:52)

Resources:

• www.humansvsretirement.com
• The Humans vs Retirement Podcast
• The Human Quirk of Relative & Absolute Outcomes

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You can find the transcript and more information about this episode at www.takebackretirement.com.

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