Beyond the Numbers: The Human Side of Retiring
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:
Recommended Podcast
Encore Episode: What Is The Perfect RIA?
Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
See More
Navigating The M&A Landscape With Jessica Polito [Episode 310]
Just keep doing what you’re doing
See More
Encore episode – Double Your Practice
Matthew will share how to double your success in the four areas of practice success.
See More