Your Financial Planning Maestro

S12:E1 - The retirement you didn't see coming


Listen Later

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠

In this week's #YourFinancialPlanningMaestro #podcast we talk to Dan Haylett, Director at TFP Financial Planning, about his financial planning career and why he's written a new book.

Listen now to find out:

1. Why retirement is a human change not a maths problem

2. Why the emotional impact of life transitions is undervalued

3. Why underspending in retirement is a symptom of fear and choice overload

4. Why financial planners must evolve from being mechanics to guides

5. What the five pillars of meaningful retirement are

This episode is packed full of advice and tips to help you improve your client experience service when talking to your clients about their retirement plans.

#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses


...more
View all episodesView all episodes
Download on the App Store

Your Financial Planning MaestroBy Jacqueline Lockie


More shows like Your Financial Planning Maestro

View all
No Laying Up - Golf Podcast by NoLayingUp.com

No Laying Up - Golf Podcast

6,787 Listeners

This is Money Podcast by This is Money

This is Money Podcast

36 Listeners

The Meaningful Money Personal Finance Podcast by Pete Matthew

The Meaningful Money Personal Finance Podcast

89 Listeners

Sky Sports Golf Podcast by Sky Sports

Sky Sports Golf Podcast

47 Listeners

The High Performance Podcast by High Performance

The High Performance Podcast

606 Listeners

Financial Planner Life Podcast by Sam Oakes

Financial Planner Life Podcast

1 Listeners

The Rest Is Money by Goalhanger

The Rest Is Money

205 Listeners

The Chipping Forecast by Soft Ears Media

The Chipping Forecast

110 Listeners

Making Money by Damien Jordan & Timeyin Akerele from Most

Making Money

12 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

5 Listeners

The Finance Geeks Podcast by thefinancegeekspodcast

The Finance Geeks Podcast

0 Listeners

The Financial Planning Podcast by Lewis Byford

The Financial Planning Podcast

0 Listeners