Catching Up to FI

Why Your Financial Plan Will Fail (It's Not the Math) | Dan Haylett | 192


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Dan Haylett gives us a late-starter masterclass on why retirement is a human problem long before it's a math problem. Dan is a UK financial planner, creator of 'Humans vs Retirement' podcast, and author of 'The Retirement You Didn't See Coming'. He walks us through how that outdated 'retire from work and fade away' script clashes with modern 50- and 60-somethings who still have health, curiosity, and huge ambitions. In this episode he also:

  • Reframes risk as the possibility of dying with plenty of money but too few memories
  • Unpacks why spreadsheets never quite make us feel safe
  • Lays out his three-phase map of the second half of life

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⏰ Related Episodes

What Would 'Your Money' Look Like In a Simple Sketch? | Carl Richards | 170

The Father of Financial Life Planning (Part 1) | George Kinder | 140

The Three Kinder Questions (Part 2) | George Kinder | 141

Hard & Soft Sides of Retirement | Fritz Gilbert | 019

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📌Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

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Catching Up to FIBy Bill Yount & Jackie Cummings Koski

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