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innovative methods, including sketches and the Humans vs. Retirement podcast, provide valuable insights into breaking outdated norms and designing a fulfilling retired life.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Our guest is someone who is passionate about challenging the outdated narratives around retirement and helping people truly thrive in their second half.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

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/

YouTube | Humans vs Retirement

https://www.humansvsretirement.com/youtube

Real Retirement Video Podcast: Real Retirement - YouTube