Adviser 3.0: The Podcast

Ep.130 - The Retirement Lie: Dan Haylett on Purpose, Identity and the Second Half


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What if retirement is not the reward you think it is?

In this episode, Dan Haylett joins the show to challenge one of the biggest assumptions in financial planning. That retirement is a destination. A number. A finish line.

Drawing on his work with clients and insights from his book, Dan explains why so many people reach retirement only to feel lost, lacking purpose, and unsure what comes next.

This conversation goes beyond money. It explores identity, structure, meaning, and the real role of financial planners in helping clients navigate the second half of life.

If you work in financial advice or are planning your own future, this episode will change how you think about retirement.

We cover:

  • Why retirement is often a letdown after years of planning
  • The problem with focusing only on “the number”
  • Why retirement is a human problem, not a maths problem
  • How to help clients find purpose beyond work
  • The future of financial planning and why it must evolve

Connect with Dan: https://www.humansvsretirement.com/

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Adviser 3.0: The PodcastBy Abraham Okusanya


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