In this episode of The Real Retirement Show, our special guest is Dan Haylett, a UK-based financial partner at TFP Financial Planning. Dan specializes in retirement planning that goes beyond spreadsheets, focusing on the human side of this major life transition. Dan shares his personal journey from a high-pressure career to a fulfilling role where he helps individuals over 50 navigate emotional and behavioral aspects of retirement. We discuss the evolving landscape of retirement, including challenges like redefining purpose, identity, relationships, and spending money. Dan's innovative methods, including sketches and the Humans vs. Retirement podcast, provide valuable insights into breaking outdated norms and designing a fulfilling retired life. The episode offers valuable insights for both retirees and financial planners looking to incorporate more holistic, human-focused strategies in their work.
00:00 Introduction to a Different Kind of Financial Advisor
01:02 Welcome to The Real Retirement Show
02:07 Meet Dan Haylett: Financial Planner and Podcast Host
03:47 Dan's Personal Journey and Career Shift
06:32 Holistic Approach to Financial Planning
12:43 Challenges in Retirement Spending
16:29 Reframing Money as Memories and Experiences
23:09 Dan's Confidence and Continuous Learning
26:44 Builder's House Analogy
27:30 Discovering Carl Richards
28:11 The Power of Sketching
28:40 Healthspan vs Lifespan
29:25 Go-Go, Slow-Go, No-Go Years
31:17 Impact on Business and Clients
33:33 Referrals and Client Engagement
35:42 State of the Financial Industry
39:45 Embracing Uncertainty in Financial Planning
42:59 Advising with Purpose and Identity
43:45 Advice for Advisors
44:58 Future Projects and Innovations
46:56 Humans vs Retirement Podcast
50:15 Final Thoughts and Farewell
About Dan Haylett
Our guest is someone who is passionate about challenging the outdated narratives around retirement and helping people truly thrive in their second half.
Dan Haylett, a financial planner and the Head of Growth at TFP Financial Planning in the UK. Dan specializes in financial planning, retirement planning, and life planning for individuals over 50. Beyond numbers and spreadsheets, he’s deeply invested in the human side of retirement, guiding people through the emotional and behavioral aspects of this major life transition. Dan is also the host of the podcast The Humans vs. Retirement, where he explores the psychological shifts, challenges, and opportunities that come with stepping into retirement. With a background in the asset-management industry and a mission to help 1 million people redefine their retirement experience, Dan brings a wealth of insight, experience, and inspiration to the conversation.
Resources
The Skill of Spending Money in Retirement https://artisanal-composer-7982.kit.com/f1ce297731
Give Your Money Away With A Warm Heart, Not A Cold Hand!
https://www.humansvsretirement.com/post/give-your-money-away-with-a-warm-heart-not-a-cold-hand
Healthspan & Lifespan https://youtu.be/HeoSDEs5e0Y?si=DHbYAewtkSdmmSHE
333 Retirement Framework
https://www.linkedin.com/posts/dan-haylett-retirement-coach_the-333-retirement-framework-activity-7287158280114634752-79Qw/
The 3 Phases of The Second Half of Our Lives
https://humansvsretirement.myshopify.com/products/the-3-phases-of-the-second-half-of-our-lives
Podcast | Humans vs Retirement
https://www.humansvsretirement.com/podcast
Dan Haylett | LinkedIn
https://www.linkedin.com/in/dan-haylett-retirement-coach/
Newsletter | Humans vs Retirement
https://www.humansvsretirement.com/newsletter
YouTube | Humans vs Retirement
https://www.humansvsretirement.com/youtube