Standard Deviations with Dr. Daniel Crosby

Jamie Hopkins - Your Retirement Sketchbook

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Tune in to hear:

  • Why is spending our own money so psychologically difficult and have we as an industry scared people into thinking that they can’t spend their money and enjoy their lives? How can we, as advisors, help spending stop feeling like a loss for people in retirement?
  • What are some practical tips for advisors and individuals to help them make the switch to spending thoughtfully in retirement? What structures or advice helps give individuals the peace of mind and permission to spend in retirement?
  • Why does Jamie use the metaphor of a sketchbook for retirement, instead of a blueprint, and how does this metaphor apply to how retirement unfolds in real life?
  • What does Jamie think folks could be doing to better prepare for the emotional component of retirement?
  • What’s the most surprising thing Jamie has learned about happiness in retirement that has nothing to do with money?
  • When it comes to the intersection of retirement and wellbeing, do high net worth individuals struggle differently or face unique challenges?
  • What is the “FIRE” movement and what does Jamie think it gets right and wrong?
  • If someone listening is 5 years from retirement, what is something non-financial that they should do to better prepare for what is to come?

    • Links

    • Jamie Hopkins on X
    • Jamie Hopkins on LinkedIn
    • Your Retirement Sketchbook

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        Standard Deviations with Dr. Daniel CrosbyBy Dr. Daniel Crosby
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