What You'll Learn In Today's Episode:

• In retirement, money is only part of the equation.
• It’s critical to define what clients are retiring to.
• Behavioral finance includes understanding client’s emotions.
• Helping clients find purpose can enhance advisory relationships.

In this week’s Follow Up Friday, Amber Kuhn recaps a powerful conversation between Matthew Jarvis and financial advisor Tony Hixon, author of “Retirement Stepping Stones.” The episode dives into the human side of financial advising, sparked by a personal tragedy that transformed Tony’s approach to retirement planning. This devastating experience led Tony to revolutionize his approach to retirement planning where he discovered a critical gap. While financial readiness is essential, it’s just one piece of the retirement puzzle.

Resources In Today's Episode: